UBS
June 17, 2026
Markets on Warsh Watch
Daily UpdateEquitiesRates Govt BondsCommoditiesEnergyInformation Technology
This report examines market sentiment ahead of the FOMC meeting under new chair Kevin Warsh and the potential economic impact of a developing US-Iran peace agreement.
Key Takeaways
- 1.Markets await the FOMC meeting chaired by Kevin Warsh, with expectations for a hawkish tone and the removal of the easing bias.
- 2.An emerging US-Iran peace deal has put downward pressure on oil prices, with potential for long-term normalization of energy flows.
Table of Contents
- From the studio
- Thought of the day
- What to watch: 18 June
- Caught our attention
- Market update
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Authors
Ulrike Hoffmann-BurchardiMark HaefeleDaisy TsengAndrew Dubinsky
Securities
S&P 500US 10-Year TreasuryBrent Crude
Themes
Monetary Policy / Fed TransitionGeopolitical Stabilization
Regions
GlobalEuropeUnited StatesIranUK