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Occidental (NYSE:OXY) draws attention as firm energy prices lift crude toward the hundred-dollar mark. Review Permian, chemicals, and carbon management drivers.
Markets are being pulled in two directions right now. Fiscal tightening, higher bond yields and a firmly hawkish tone on interest rates are pressing on valuations, while oil near $100 a barrel is quietly reshaping winners and losers. Investors who ignore that split risk missing where capital is actually working. This…