Goldman Sachs
June 15, 2026
Sales Trading Good Morning Mail
Daily UpdateEquitiesRates Govt BondsCommoditiesEnergyInformation Technology
The report highlights an interim peace agreement between the US and Iran and provides a recap of global equity performance, noting resilience despite recent volatility.
Key Takeaways
- 1.US and Iran reached an interim agreement to reopen the Strait of Hormuz, easing geopolitical tensions in the Middle East.
- 2.S&P 500 continues to trade at a 21x P/E multiple, with future growth expected to be driven by earnings rather than multiple expansion.
- 3.European markets showed resilience with strong weekly gains, supported by de-escalation signals in the Middle East and ECB rate commentary.
Table of Contents
- U.S. Recap
- Europe
- Asia
- Chart(s) of the Day
- Closed Markets
- Key Macro Events Today
- Sector and Factor Rotations
- Markets in a Nutshell
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Authors
Anton Tran
Securities
S&P 500
Themes
Geopolitical De-escalationAI Infrastructure InvestmentValuation and Earnings Growth
Regions
North AmericaEuropeAsia PacificUnited StatesIranSwitzerland
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