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Oil Price Volatility and Inflation Concerns Send US Stocks Reeling

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US stocks pulled back slightly from their records on Tuesday as investors grappled with uncertainty over oil prices, which swung wildly due to ongoing tensions with Iran.

The S&P 500 fell 0.3% for a second modest drop since setting its all-time high on Friday, while the Dow Jones Industrial Average dipped 184 points or 0.3%, and the Nasdaq composite sank 0.6%. Brent crude prices briefly jumped above $90 in the morning before falling back below $87, eventually settling at $88.91, up 1.4% from Monday.

The high oil prices are exacerbating inflation concerns, with the average cost for a gallon of regular gasoline reaching $4.01 according to AAA, up from less than $3.14 a year ago. The US government will release its latest monthly inflation reading on Wednesday, which is expected to show inflation remains high but decelerated to 3.4% in July from 3.5% in June.

The Federal Reserve's interest rate decision is also looming, with traders betting on a coin flip's chance of a rate hike at its next meeting in September. A rate increase would be the first in over three years and could anger President Donald Trump, who has been lobbying for lower interest rates.

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