Oil has risen on Middle East tensions and US bond yields are at multi-year highs, while US June CPI came in lower than expected at 3.5%. The article says higher oil could push up Thai inflation, production costs and household spending, and may limit the Bank of Thailand from cutting rates. Foreign investors have net bought about 70 billion baht of Thai stocks so far this year. The analyst sees SET support at 1,530–1,540 and a possible test of 1,650–1,700. For a small business, this means watching fuel and energy input costs, and keeping borrowing and cash-flow plans conservative while rates stay firm. This is market commentary, not a direct change in rules or prices.