Stock Market Impact: Brent fell 2.3% to $92.89 and WTI 3% to $90.25, ending a two‑week decline; volatility expected in energy equities.
Listed Companies and Sectors: Energy sector firms, Omani shipping and logistics companies benefit from Mina al Fahal port resumption; geopolitical tension may support oil‑related stocks.
Investment Flows: No specific FDI/FPI data, but heightened oil price risk could influence portfolio allocations toward commodities.
Interest Rates, Inflation, and Liquidity: Boston Fed study shows a 33% oil price shock raises PCE inflation by 1.5 pp, with negligible employment effect; strong US payrolls keep rate‑cut expectations low and increase odds of hikes.
Fiscal or Monetary Policy: No new fiscal measures; Federal Reserve likely to maintain or tighten policy given persistent inflation pressures.
