Uploaded August 2026 | Updated September 2026, 2 weeks ago
Crude oil and bond yields are both climbing while the Strait of Hormuz stays shut, yet global equity markets have barely reacted.
Fawad Razaqzada, Market Analyst at StoneX, explains what crude oil, US inventories and bond yields are signaling for the German DAX index.
US crude oil stocks have fallen to their lowest level in more than four decades while the Strait of Hormuz remains effectively shut and US Iran talks show no breakthrough. Treasury yields have stayed high across the curve, raising the question of whether another inflationary shock erodes the case for growth stocks. The German DAX has kept setting record highs through it all, cushioned by corporate earnings and AI optimism.
Discover Actionable Insights with the latest Market Outlook Reports: intel.stonex.com/offer?language=en&campaignId=A908C315-DC62-4F35-AC16-870BB71E84D1
0:00 Crude and Bonds Warn Stocks
0:56 Crude Supply Squeeze Deepens
1:41 Yields Stay High, Stocks Shrug
2:10 DAX Records Defy the Macro
3:04 What Breaks the DAX Trend
Like and subscribe for more financial market insights.
#CrudeOil #StoneX #FawadRazaqzada #DAX
Crude oil and bond yields are both climbing while the Strait of Hormuz stays shut, yet global equity markets have barely reacted.
Fawad Razaqzada, Market Analyst at StoneX, explains what crude oil, US inventories and bond yields are signaling for the German DAX index.
US crude oil stocks have fallen to their lowest level in more than four decades while the Strait of Hormuz remains effectively shut and US Iran talks show no breakthrough. Treasury yields have stayed high across the curve, raising the question of whether another inflationary shock erodes the case for growth stocks. The German DAX has kept setting record highs through it all, cushioned by corporate earnings and AI optimism.
Discover Actionable Insights with the latest Market Outlook Reports: intel.stonex.com/offer?language=en&campaignId=A908C315-DC62-4F35-AC16-870BB71E84D1
0:00 Crude and Bonds Warn Stocks
0:56 Crude Supply Squeeze Deepens
1:41 Yields Stay High, Stocks Shrug
2:10 DAX Records Defy the Macro
3:04 What Breaks the DAX Trend
Like and subscribe for more financial market insights.
#CrudeOil #StoneX #FawadRazaqzada #DAX
