Deutsche Bank
June 29, 2026
Early Morning Reid
Daily UpdateEquitiesRates Govt BondsCommoditiesEnergyInformation Technology
The report highlights a week of global market focus on upcoming US labor data and the ECB's Sintra conference. Geopolitical tensions in the Middle East show tentative signs of de-escalation.
Key Takeaways
- 1.Geopolitical tensions in the Middle East around the Strait of Hormuz showed signs of tentative de-escalation, though the situation remains fragile.
- 2.US labor market data will be the global focus this week, particularly the June employment report due Thursday.
- 3.Global equities and tech stocks experienced a sell-off last week as investors adjusted interest rate expectations following US inflation data.
Table of Contents
- Key Market Data
- Day-by-day calendar of events
- Appendix 1
- Analyst Certification
- Important Disclosures
- Additional Information
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Authors
Jim ReidHenry AllenPeter SidorovAsim KaulCamilla Siazon
Securities
S&P 500SXXPBrent Crude
Themes
Geopolitical ConflictMonetary Policy NormalizationUS Labour Market Focus
Regions
Asia PacificMiddle EastEuropeUnited StatesJapanChina