Extending the Ceasefire

UBS reports caution in energy markets over US-Iran ceasefire terms while noting mixed inflation signals across Japan and Germany.

Key Takeaways

• 1.Energy markets remain cautious regarding the potential extension of a US-Iran 'ceasefire' as final approvals from President Trump are pending.
• 2.Japanese inflation in May was lower than expected, though figures are likely obscured by government subsidies and favorable comparisons to previous rice prices.
• 3.German inflation is expected to remain static with no evidence of second-round effects, raising questions about the necessity of interest rate increases.

Table of Contents

• Audio
• Global asset class preferences definitions
• Appendix
• Risk information
• Generic investment research – Risk information
• Important Information About Sustainable Investing Strategies

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