Oil Shock Hits Stocks Even as Treasury Yields Soften

An oil-driven stock selloff hit U.S. equities even as Treasury yields softened, as surging crude revived inflation and Federal Reserve hike fears. James Stanley, StoneX Media Senior Market Analyst, walks through five charts across crude oil, the Nasdaq 100, the S&P 500, Treasury yields and gold. Rising crude prices feed U.S. inflation through diesel and trucking costs, lifting borrowing costs for debt-reliant AI companies such as CoreWeave. The Nasdaq 100 posted its largest weekly loss since March 2025, while gold held firm after strong CPI and PPI reports. Discover Actionable Insights with the latest Market Outlook Reports: https://intel.stonex.com/offer?language=en&campaignId=A908C315-DC62-4F35-AC16-870BB71E84D1&utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_james_stanley&utm_content=share 00:00 - Nvidia's Warning Plays Out 02:31 - Stocks Sink as Yields Ease 03:59 - Oil Lights the Inflation Fuse 05:25 - Nasdaq Echoes Tariff Tantrum 10:53 - S&P 500's Bearish Engulfing 14:30 - Rising Rates Squeeze AI Debt 18:47 - Gold Shrugs Off Hot CPI Data Like and subscribe for more financial market insights. #StoneX #JamesStanley #CrudeOil #Nasdaq #Gold --------- Like this video? Subscribe and turn on notifications so you don't miss any videos from StoneX: https://www.youtube.com/@stonex_official Visit https://www.stonex.com/en/insights/thought-leadership/?utm_source=youtube&utm_medium=social for insights, perspectives and thought leadership from StoneX's global network of experts. Visit our website: https://www.stonex.com?utm_source=youtube&utm_medium=social