Oil looks set to rise and stocks look shaky into 2027, which is bad news for drivers, truckers and investors but good for oil producers.

• Paul Tudor Jones expects oil to climb another $20 to $25 a barrel on the back of the Iran conflict.
• He also sees 2027 as a rough year for stocks, partly because new AI data centers are being built without customers lined up.
• Iran is reportedly reinforcing its nuclear sites in case the U.S. strikes after the midterms, when Trump has less political to lose.
• Diesel already tops $6 a gallon in parts of Nevada; another jump would hit truckers and families hard.
• The holiday shopping season is shaping up weak as high gas, food, insurance and power bills keep people home, and discounts turn out to be fake price cuts.

Outlook: A 20–25% stock market drop would likely push Washington toward stimulus checks, which would eventually lift asset prices again.