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Thoughts on Energy Rebound and CPI
Watching $XOP climb to 185.35 today, feels like a lot of the market is shrugging off potential inflation worries from a continued energy push. I'm wondering if this resilience in energy prices could put more pressure on the Fed down the line, especially with CPI data looming. How are others thinking about energy's impact on their macro-driven watchlists right now?
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It's a valid point about the energy rebound potentially complicating the Fed's inflation fight. While XOP is showing strength, I'm also considering how much of this is demand-driven versus supply constraints, and what that mix implies for persistent inflation. It'll be interesting to see how the market reacts to the upcoming CPI given this energy context.