As crude oil climbs through the turning of summer into fall, the cost of energy is once again reminding markets that the physical world sets limits on financial ambition. Rising oil prices ripple outward from the pump and the pipeline into corporate balance sheets, consumer wallets, and ultimately into the calculus of central bankers weighing how long to hold rates elevated. Wall Street, which had been gaining ground through much of the year, now finds itself navigating the familiar tension between growth and the inflation that so often accompanies it.