Sectorally, oil marketing companies, aviation and logistics may feel near-term pain. Rate-sensitive segments such as banks and discretionary consumption could wobble if elevated oil delays rate cuts.Sectorally, oil marketing companies, aviation and logistics may feel near-term pain. Rate-sensitive segments such as banks and discretionary consumption could wobble if elevated oil delays rate cuts. Sectorally, oil marketing companies, aviation and logistics may feel near-term pain. Rate-sensitive segments such as banks and discretionary consumption could wobble if elevated oil delays rate cuts.