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June 29, 2026

Nordic Alert

Daily UpdateEquitiesRates Govt BondsFXInformation Technology

This report covers renewed U.S.-Iran peace talks, declining expectations for ECB rate hikes, and the anticipation of U.S. labor market data. It also reviews political themes from Sweden's Almedalen Week.

Key Takeaways

  • 1.Peace talks between the U.S. and Iran are set to resume in Doha following a temporary halt in fighting.
  • 2.Market expectations for ECB rate hikes have softened, with the consensus shifting towards a single hike by December.
  • 3.US non-farm payrolls scheduled for Thursday are the primary focus for market participants seeking insight into the Fed's future policy path.

Table of Contents

  • Global key stories
  • Nordic key stories
  • Today's key events
  • Market data

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Authors

Amanda Sundström

Securities

S&P 500CCMPBrent Crude Oil

Themes

Geopolitical StabilityMonetary Policy

Regions

EuropeAsia PacificUnited StatesSwedenIran