Nafixis

June 17, 2026

The Market Is Very Optimistic Ahead Of The Fed Meeting

Daily UpdateEquitiesRates Govt BondsCommoditiesEnergyFinancials

Equity markets are rallying as a potential US-Iran peace deal lowers energy prices, while investors await a hawkish hold from the Federal Reserve. European indices are leading gains despite mixed performance in the tech sector.

Key Takeaways

  • 1.Global markets are rallying on optimism regarding an imminent US-Iran peace deal, which is driving energy prices lower.
  • 2.The Fed, led by new Chair Kevin Warsh, is expected to hold rates at 3.50-3.75% while adopting a neutral to hawkish stance.

Table of Contents

  • Market Lines
  • Rates
  • FX
  • Equities
  • Credit
  • Highlights
  • Day Ahead
  • Market Recap
  • Industry News
  • Tech & data
  • Research Highlights
  • Research Latest Forecasts
  • Research Events

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Authors

Author(s)

Securities

SX5EBMW.DE

Themes

Geopolitical De-escalationFed Policy Normalization

Regions

EuropeMiddle EastUnited StatesIranGermany