Fearing inflation, rates, investors wait for sharemarket re-pricing
World markets continue to fall, led by Europe, as investors watch the price of oil soar, and see no quick end to the Iran conflict and its trade disruption. The emerging fear is that a rapidly rising oil price will fuel inflation, and central banks may act to curb it, creating a stagflationary effect that poisons investment performance.
Watchlist: Palantir, NexGen Energy, BYD
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