ING logo
ING

Report published June 15, 2026

FX Daily: Global Markets Rally on US-Iran Ceasefire Amid Central Bank Policy Focus

ING · June 15, 2026

Risk assets are rallying following a US-Iran ceasefire, leading to a softer dollar and lower energy prices. The focus shifts to a busy week of G10 central bank meetings, particularly the Fed.

Read the remaining 3 pages

Finvaulta summarizes ING's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.

Key Takeaways

  • 1.Global markets are rallying on news of a US-Iran ceasefire and the potential reopening of the Strait of Hormuz.
  • 2.Central bank policy is the primary focus this week, with seven G10 banks holding meetings.

Table of Contents

  • USD: Dollar explores the downside
  • EUR: Focus on ECB speakers this week
  • GBP: A few sterling risks this week
  • CEE: The region remains driven by global headlines

Report data

Risk assets are rallying and the dollar is softer.

MetricEstimateContext
MSCI World Index performance5%Performance relative to pre-war levels.
Poland Inflation3.1%Final reading.

Reports in this series

FX Daily is shown in chronological order through this edition, published on June 15, 2026.

Part of the FX Daily series — view all 70 editions

Looking for the latest edition? ING Think fx daily french risk keeps harming ecb hawks (Oct 6, 2026)

  1. Jun 9ING-Think-fx-daily-dollar-consolidates-recent-gains
  2. Jun 10ING-Think-fx-daily-dollar-debasement-trade-under-pressure
  3. Jun 11ING-Think-fx-daily-euro-already-prices-a-hawkish-ecb
  4. Jun 12ING-Think-fx-daily-war-is-over-maybe

Access the full report

And others from the leading tier 1 banks.

Free account: read previews and a daily allowance of full reports. Pro removes the daily limit.