(https://www.cnbc.com/2026/07/23/brent-crude-tops-100-a-barrel-how-the-next-stop-could-be-120.html) while [10-year yields jump to their highest in over a year](https://news.google.com/rss/articles/CBMic0FVX3lxTE01M0tDOWxlS2Y5ZkRyWTBBblZqMjR1S1JMQS16TWZfTTBlaXhXdWM4NnlSbFNIaEZrNnhFLW5wWG5iOXhYcEdFOXVZZTBhRjlScXZTMGp2aXJCYnBqVHhreUloYU1CUmY5aTFRMlNOUXpOSU0?oc=5) — and the capital allocation mismatch is being priced in selectively.

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