8 June 2026
Patience v Euphoria – Download Chart of the week
The Market Place – Download Market Data
- The biggest US market driver was the risk that the Iran conflict could keep oil near $100/barrel and reignite inflation pressures just as investors hoped for a stable rate environment.
- The UK economy appeared increasingly vulnerable to the energy shock, with growth slowing while fiscal resources were being redirected toward defence spending.
- Europe’s economic agenda increasingly centred on balancing energy-security risks with industrial protection policies, particularly regarding China and strategic sectors.
- Iran-driven food insecurity, Russia Ukraine war continues, and potential Bank of Japan tightening are reshaping the global economic outlook.
