(https://www.cnbc.com/2026/05/05/oil-prices-above-110-are-starting-to-matter-to-the-stock-market-again.html) just shattered the old playbook, and nobody's paying attention. For twenty years, crude spikes meant one thing: buy energy, buy inflation hedges, watch the S&P ride higher on sector rotation. That's dead. Today's oil rally screams demand destruction, not growth. The 10Y-2Y spread sitting at 50bp can't absorb another energy-fueled inflation shock.

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