No one is noticing this but we are on a crucial point rn

oil FOMO historically, whenever 12-month ROC on oil goes above 100% markets feel it hard
we’re already around 92%
not panic mode yet, but definitely not something to ignore
a sharp move from here could flip the mood real quick tbh
When oil prices enter a dangerous range, liquidity will rapidly flow out of risky assets, posing a severe test
if oil accelerates, pressure via inflation and rates will hit risk assets