Thoughts on DAX's current run and the 'lagging' indices

It's interesting watching the DAX push higher while some of its European counterparts seem to be lagging. The narrative often points to Germany's industrial might, but with $USO up +2.77% and $NATGAS showing a +1.17% bounce today, I can't help but wonder if we're seeing more of a short-term commodity price correlation playing out than a pure fundamental divergence. Are we really seeing a healthier underlying economy, or is this just a sector rotation in disguise, eventually to be followed by the others? Change my mind.