Thoughts on the Brent move and what it means for equities

That $BRN jump to 1.03 today after Saudi comments about supply definitely has me rethinking my short-term thesis for a few names, especially with $US30 pushing 52485.03. I'm watching to see if this energy bump starts feeding into inflation concerns again and how the market prices that in over the next few sessions, particularly for sectors that might benefit or suffer from higher input costs.