06/15/2026
6/15/26
News of a peace agreement over the weekend might shift short run expectations for inflation and interest rates.
Trump announced that a deal with Iran was now complete yesterday with a signing ceremony to take place in Switzerland on Friday.
Oil prices fell on the news with the Strait of Hormuz reopening.
Housing and retail sales data will be the backdrop this week.
The Fed is also meeting this week, marking Warsh’s first as Fed Chair.
Market participants are widely expecting no changes but will be tuned in to see if Warsh holds what could be his first press conference for any potential Fed policy details.