The latest U.S. crude oil inventory report just landed, and it's not what markets expected. Actual inventories climbed by 3.391 million barrels, flipping the narrative compared to the previous week's 3.832 million barrel decline. More importantly, this completely missed analyst forecasts that projected a 1.682 million barrel drop. When energy markets move this sharply against expectations, it typically signals supply pressures and can ripple through equities and crypto risk sentiment. Traders are already digesting what this means for inflation expectations and Fed policy headwinds.