Key Takeaways Inflation hit a near one-year high in March as the Iran conflict drove energy prices sharply higher.ATO, AWR, KDP, and ETR show earnings estimate gains and low betas, signaling defensive strength.Oil volatility and stalled peace talks raise uncertainty, boosting the appeal of stable utility plays.Inflation rose in March to its highest level in nearly a year, as the conflict with Iran sent energy prices soaring. The jump was expected, but, at the same time, it poses a major challenge for the Fe ...