Supply Disruption Escalates
−0.4%
A renewed supply or shipping disruption turns United’s high-oil forecast into a broader market concern. The largest effect remains concentrated in airlines, refiners, and energy producers, with some risk-off spillover if Persian Gulf routes are affected.
What it moves
- Consumer Services−2.8%
- Energy+2.0%
- Riskier companies' borrowing costs
- Market volatility
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