This Ceasefire Could Not Last

The report highlights the likely failure of the US-Iran ceasefire and its negative impact on market sentiment and bond yields. Despite this, softer-than-expected US inflation data provides some hope for Fed policy easing.

Key Takeaways

• 1.The breakdown of the US-Iran ceasefire is causing market volatility and rising bond yields.
• 2.US inflation data for May came in lower than consensus, providing a small relief for the Fed.
• 3.Oracle reported strong revenue growth driven by cloud, but shares fell due to high capex commitments.

Table of Contents

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• Market Recap
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