ANZ
June 22, 2026
Australian Morning Focus
Daily UpdateRates Govt BondsCommoditiesEquitiesEnergyMaterials
ANZ provides a market update highlighting a hawkish shift in the Fed's rate outlook and geopolitical risks impacting energy markets. The report also previews a busy week of Australian economic data.
Key Takeaways
- 1.ANZ expects the Fed to remain on hold until Q2 2027 due to a hardened reaction function prioritising inflation targets.
- 2.Geopolitical tensions regarding the Strait of Hormuz and Iran continue to create volatility in energy markets.
Table of Contents
- Highlights
- Today (AEST)
- Global markets overview
- Data/event pulse
- Key themes and views
- Commodities
- Important Notice
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Authors
Madeline DunkBrian MartinDaniel Hynes
Securities
WTI Crude Oil
Themes
Fed Policy OutlookGeopolitics - Middle EastEnergy Supply Chains
Regions
Asia PacificMiddle EastEuropeUnited StatesAustraliaIran