Natsos

June 9, 2026

Research Morning Line Express

Daily UpdateEquitiesRates Govt BondsFXInformation TechnologyEnergy

Markets are exhibiting a 'buy-the-dip' rebound following an easing of Middle East geopolitical tensions. Attention now shifts to impending US CPI data and central bank policy decisions.

Key Takeaways

  • 1.Dip buyers are active following last Friday's AI-driven selloff, supported by de-escalation of Iran-Israel tensions.
  • 2.BoJ is reportedly planning to hike rates to 1.0% in June and pause JGB tapering.
  • 3.IATA has downgraded 2026 airline forecasts due to the war in Iran, with a projected contraction in Middle East traffic.

Table of Contents

  • MARKET LINES
  • Rates
  • FX
  • Equities
  • Credit
  • HIGHLIGHTS
  • DAY AHEAD
  • MARKET RECAP
  • INDUSTRY NEWS
  • RESEARCH HIGHLIGHTS
  • RESEARCH LATEST FORECASTS
  • RESEARCH EVENTS

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Authors

Author(s)

Securities

S&P 500Brent Crude

Themes

Geopolitical De-escalationAI-Sector CorrectionCentral Bank Tightening

Regions

Middle EastUnited StatesJapanGermany