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Higher oil prices, higher yields, no more rate cuts? No problem for US stocks ReutersWall Street Investors Block Out Market Volatility Triggered by War Bloomberg.comAs S&P 500 approaches record highs, this is what could derail the stock-market rebound MarketWatchWhat's Driving the Wartime Stock Rebound The New York Times
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The U.S. blockade of Iranian ports could accelerate the drawdown in global oil inventories, further tightening near-term supply and pushing back hopes of market normalization into mid-May, according to Société Générale.
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