Goldman Sachs & Co. LLC
June 15, 2026
US Equities Color: Rising Tide
Daily UpdateEquitiesCommoditiesRates Govt BondsInformation TechnologyEnergy
US equities rallied on Monday following a US-Iran agreement regarding the Strait of Hormuz. Investors rotated back into tech and growth sectors while monitoring the upcoming FOMC meeting.
Key Takeaways
- 1.Global equities rallied on news of a formal US-Iran agreement to re-open the Strait of Hormuz.
- 2.Market activity shows a rotation back into tech/growth sectors with mega-cap reversion.
- 3.The upcoming FOMC meeting is expected to keep the funds rate unchanged and signal no 2026 rate cuts.
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Authors
Ariana ContessaMike Washington
Securities
SPXNDXWTI Crude Oil
Themes
Geopolitical ResolutionFOMC Policy
Regions
GlobalUnited StatesIran