---
title: "Oil leads, bonds bleed: Deutsche Bank tracks markets two months after Iran conflict began"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/284415388.md"
description: "Two months after the Iran conflict began, Deutsche Bank Research analyzed market responses. Oil prices surged, with Brent 1-month contracts up 49%, while the 6-month contracts rose only 25%, indicating a temporary disruption perception. US assets outperformed due to energy export status and tech stock rebounds, while the Eurozone struggled with energy exposure. Surprisingly, precious metals fell over 10%, attributed to rising yields. Bond markets faced severe damage, with significant yield increases across developed markets, driven by inflation concerns and fiscal easing."
datetime: "2026-04-28T15:23:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/284415388.md)
  - [en](https://longbridge.com/en/news/284415388.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/284415388.md)
---

# Oil leads, bonds bleed: Deutsche Bank tracks markets two months after Iran conflict began

Two months after the attack on Iran began, Deutsche Bank Research has assessed how a sample of financial assets has responded, and while much of the market action follows the standard oil shock playbook, the bank flags several surprising divergences worth noting. Oil is leading the way, as Deutsche Bank expected. Brent 1-month contracts are up 49% ...

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