Lower oil → less inflation pre

Lower oil → less inflation pressure → lower rate anxiety → breathing room for growth stocks.

But this is still a fragile relief trade.

Shipping activity through the Strait of Hormuz remains subdued, and attacks linked to Yemen’s Houthis continue to threaten Saudi oil infrastructure and traffic through the Bab el-Mandeb strait. The pause in fighting has created room for diplomacy, but it has not yet removed the risk of another oil spike.

💰Stocks to watch today?(31 July）

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

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