The aBP Weekly: Oil Shock Repriced Risk
- Henriot Investment Management LLC

- 2 days ago
- 4 min read

Markets spent this week trying to answer one question: Is this just another geopolitical scare, or the start of a broader inflation problem? The escalation in the Middle East pushed oil sharply higher again, and that was enough to change the tone across equities, bonds, and rate expectations. Once crude moves far enough, it stops being just an energy story and becomes a market-wide pricing event.

