Early Morning Reid

Markets are stabilizing after geopolitical tensions eased over the weekend, though inflation concerns continue to push interest rate expectations higher.

Key Takeaways

• 1.Markets showed signs of stabilization and potential recovery following geopolitical tensions between Israel and Iran.
• 2.Inflation concerns persist, with market participants pricing in higher probabilities of central bank rate hikes in the coming months.
• 3.Chinese trade data for May showed strong growth in both exports and imports, exceeding expectations.

Table of Contents

• Macro Strategy
• Other Market Data
• Key Economic Data
• Topical Deutsche Bank publications
• Appendix 1
• Additional Information