Energy stocks: Likely to outperform as oil jumps, with WTI trading at $102.2 per barrel, up 2.16%, and Brent at $106.8, up 2.14%. U.S. dollar: Strengthening on Fed rate-hike bets, with EUR/USD slipping below 1.1600 to 1.1585 as traders price in a 25bps increase Wednesday. Oil ETFs: Should see inflows as Brent surges above $104, driven by Saudi pipeline shutdown and Strait of Hormuz tensions. ##...
