Edit

Investors Don't Wait for Details to Celebrate US-Iran Agreement

June 15, 2026
The prospect of a deal between the US and Iran has bolstered risk-taking appetites today, even though the details are the agreement are not clear and Washington and Tehran seem to have different interpretations of what has been agreed.  Brent and WTI are near two-month lows. Stocks and bonds have rallied. The dollar has been sold and the PBOC set …
Investors Don't Wait for Details to Celebrate US-Iran Agreement Investors Don't Wait for Details to Celebrate US-Iran Agreement Reviewed by Marc Chandler on June 15, 2026 Rating: 5
Edit

Week Ahead: 7 G10 Central Banks Meet, Only BOJ to Hike, Warsh Chairs First FOMC meeting, G7 Summit, and Possible US-Iran Agreement

June 13, 2026
The week ahead is important. Seven G10 central banks meet. Even though Bank of Japan Governor Ueda has been hospitalized and will not attend the central bank meeting, it is only central bank expected to hike. Still, the FOMC meeting is historic, even though there is practically no chance of a change in policy. Kevin Warsh chairs his first FOMC mee…
Week Ahead: 7 G10 Central Banks Meet, Only BOJ to Hike, Warsh Chairs First FOMC meeting, G7 Summit, and Possible US-Iran Agreement Week Ahead: 7 G10 Central Banks Meet, Only BOJ to Hike, Warsh Chairs First FOMC meeting, G7 Summit, and Possible US-Iran Agreement Reviewed by Marc Chandler on June 13, 2026 Rating: 5
Edit
Week Ahead: Surging Greenback on Robust Jobs Data, while ECB Hike Seen as a Done Deal Week Ahead: Surging Greenback on Robust Jobs Data, while ECB Hike Seen as a Done Deal Reviewed by Marc Chandler on June 06, 2026 Rating: 5
Edit

New Fed may Sap Market's Reaction Function to US Jobs Report

June 05, 2026
The low-intensity war in the Middle East continues. Crude oil looks set to close the week higher for the first time in three weeks. Meanwhile, some poor earnings have hit the tech sector this week and it is evident in both Asia and the US. A dramatic revision to Ireland’s Q1 growth spurred a downward revision in Q1 eurozone growth to show a 0.2% c…
New Fed may Sap Market's Reaction Function to US Jobs Report New Fed may Sap Market's Reaction Function to US Jobs Report Reviewed by Marc Chandler on June 05, 2026 Rating: 5
Edit

Softer Oil, Softer Greenback

June 04, 2026
A new ceasefire between Israel and Lebanon raises hopes of a breakthrough in US-Iran talks where a low intensity conflict has been waged under the flag of a ceasefire. The Israel-Lebanon deal reportedly does not include Hezbollah, underscoring the fragility and limits of the ceasefire claims. July WTI is near the middle of the $94-$96 range. The m…
Softer Oil, Softer Greenback Softer Oil, Softer Greenback Reviewed by Marc Chandler on June 04, 2026 Rating: 5
Edit

War and New Tariff Threat Strengthen the Dollar

June 03, 2026
While what has been dubbed China Shock 2.0 as the Chinese model moves into higher value-added goods is important, the most immediate challenge facing investors is the double shock from the US in the form or tariffs and war. And both are impacting the capital markets today. More clashes between the US and Iran have been reported, which are underpin…
War and New Tariff Threat Strengthen the Dollar War and New Tariff Threat Strengthen the Dollar Reviewed by Marc Chandler on June 03, 2026 Rating: 5
Subscribe to: Posts ( Atom )
Powered by Blogger.