SorooshX / Group

🚨 Breaking El Niño is quietly reloading the inflation gun. Climate disruption from a strengthening El Niño cycle risks spiking food and energy prices — giving the Fed cover to hold rates higher for longer. Refiners, tanker operators, and agricultural stocks are the names analysts say benefit most. Watch your rate-cut timeline. If food inflation re-accelerates, the first cut gets pushed out — and bond-sensitive positions feel it first. ‎@SorooshX | SorooshX | SSE | Youtube | Twitter