Mizuho International
June 22, 2026
Multi-Asset Strategy Daily
Daily UpdateRates Govt BondsCommoditiesEquitiesEnergyOther
This daily strategy report covers market impacts from US-Iran geopolitical tensions and UK political instability. It analyzes rate hike expectations across the USD, EUR, and GBP markets.
Key Takeaways
- 1.Geopolitical tensions regarding Iran and the US are impacting oil markets and rate hike expectations.
- 2.The UK political environment is creating a risk premium for Gilts as pressure mounts on Prime Minister Starmer to step down.
Table of Contents
- USD
- EUR
- GBP
- JPY
- Important Information
- Disclaimer
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Authors
Evelyne Gomez
Securities
Brent Crude OilBund 2s10sUSDJPY
Themes
Geopolitical RiskCentral Bank PolicyPolitical Instability
Regions
Asia PacificEuropeUnited StatesIranUK
