Wall Street Drops as Oil Rebounds on Renewed Middle East Tensions

📉 MARKETS — Equities fall the moment oil climbs; the UNGA deal window is already repricing. 📌 LOOK CLOSER: Brent recovering from sub-$100 signals traders aren't buying the UNGA diplomacy as durable. Wall Street reads rising oil as a tax on margins — equities and crude moving inversely confirms the conflict premium is back. With Trump pushing the deal to "after election," capital is repositioning for a longer disruption window, not a resolution.