Goldman just crushed expectations and the market is celebrating. But look at what's actually happening: (https://www.marketwatch.com/story/brace-for-4-gas-again-how-u-s-iran-tensions-are-threatening-to-end-the-price-break-at-the-pump-343a76e1?mod=mw_rss_topstories) is masking a structural split between sectors that can absorb cost shocks and those that can't.

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