International Market Intelligence Morning Briefing

The report highlights market optimism following a US/Iran peace deal and outlines a tactical shift toward a global growth recovery. Strategists remain bullish on equities while closely monitoring central bank policy decisions.

Key Takeaways

• 1.US and Iran have reached a peace agreement, with a signing ceremony scheduled for June 19 in Switzerland.
• 2.The firm maintains a bullish stance on Global Equities, preferring US and Asia over Europe despite tactical optimism on European equities.
• 3.Global central bank policy remains in focus, with the Fed expected to remain on hold and the BoJ anticipated to hike rates.

Table of Contents

• MKT INTEL VIEWS
• Fear & Greed Index
• Draft Iran Deal
• Central banks are in focus this week
• Summary scorecard of J.P. Morgan signals
• CATALYSTS
• IDEA & INSIGHTS – IN BRIEF
• IDEA & INSIGHTS – IN DETAILS
• OVERNIGHT RECAP
• POSITIONING INTELLIGENCE

Document Preview

Page 1 of 5

Subscribe for full accessStart Free Trial