Jim Cramer says falling oil is driving the bond market, alongside Warsh
As seen on the 24/7 Wall St. homepage on September 17, 2026.
Cramer is telling bond watchers to track crude as the bigger lever on yields and the inflation path, alongside the new Fed chair.
Bonds reacting to Hawk Warsh or to oil down. I will suggest both but oil is still front and center..
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On September 17, Jim Cramer argued that bond yields are reacting to two forces at once: the hawkish policy signals associated with Fed Chair Kevin Warsh, and a concurrent drop in crude oil prices.
A hawkish Fed chair suggests tighter policy and upward pressure on yields, while falling oil prices ease near-term inflation and can pull yields lower. Cramer's view is that oil is the more immediate lever.
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For bond investors, that distinction changes what to monitor. If crude is doing the heavy lifting on yield moves, then energy markets deserve at least as much attention as Fed commentary in the sessions ahead.
The post drew 223 likes, suggesting Cramer's read resonated with market watchers tracking this crosscurrent in real time.