US-Iran tensions push Brent oil above $100, raising inflation and market risks

Rising tensions between the US and Iran have driven Brent crude oil prices above $100 per barrel, increasing inflation concerns. Higher oil and refined product prices are expected to push consumer prices up, putting pressure on bond and stock markets. The analyst favors energy stocks like PBR, CVE, and CNQ over direct oil investments due to better risk-reward balance. Market volatility may persist until geopolitical issues ease or oil supply improves.