> INVESTORS TURN LESS BEARISH ON DOLLAR
INVESTORS RAISED DOLLAR ALLOCATIONS IN JUNE, BETTING ON POTENTIAL FED RATE HIKES, BOFA SURVEY SHOWS. NET DOLLAR POSITIONING IS NOW 3% UNDERWEIGHT, THE LEAST SINCE MARCH 2025. ONLY 34% SEE THE DOLLAR AS OVERVALUED, DOWN FROM 50% IN MAY. SURVEY CONDUCTED JUNE 5–11.
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INVESTORS RAISED DOLLAR ALLOCATIONS IN JUNE, BETTING ON POTENTIAL FED RATE HIKES, BOFA SURVEY SHOWS. NET DOLLAR POSITIONING IS NOW 3% UNDERWEIGHT, THE LEAST SINCE MARCH 2025. ONLY 34% SEE THE DOLLAR AS OVERVALUED, DOWN FROM 50% IN MAY. SURVEY CONDUCTED JUNE 5–11.
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> FED EXPECTED TO HOLD RATES, BIAS TOWARD HAWKISH SIGNALS
MOST INVESTORS EXPECT THE FED TO KEEP RATES UNCHANGED AT THE UPCOMING MEETING, BOFA SURVEY SHOWS. 55% FORESEE A “HAWKISH HOLD,” WITH CHAIR KEVIN WARSH SIGNALLING HIGHER-FOR-LONGER POLICY. ANOTHER 33% EXPECT A “DOVISH HOLD,” LEAVING ROOM FOR FUTURE CUTS. SURVEY CONDUCTED JUNE 5–11.
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MOST INVESTORS EXPECT THE FED TO KEEP RATES UNCHANGED AT THE UPCOMING MEETING, BOFA SURVEY SHOWS. 55% FORESEE A “HAWKISH HOLD,” WITH CHAIR KEVIN WARSH SIGNALLING HIGHER-FOR-LONGER POLICY. ANOTHER 33% EXPECT A “DOVISH HOLD,” LEAVING ROOM FOR FUTURE CUTS. SURVEY CONDUCTED JUNE 5–11.
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> WALL STREET CUTS OIL PRICE FORECASTS ON IRAN DEAL HOPES
MAJOR BANKS ARE LOWERING OIL-PRICE FORECASTS AS OPTIMISM GROWS OVER A US-IRAN DEAL. GOLDMAN SACHS CUT ITS BRENT OUTLOOK TO $80 FOR Q4 AND $75 FOR 2027, CITING FASTER GULF EXPORT NORMALIZATION. MORGAN STANLEY EXPECTS GRADUAL RECOVERY OF LOST OUTPUT THROUGH EARLY NEXT YEAR, WITH BRENT AVERAGING $90 IN Q3 BEFORE EASING TO $80 INTO 2026, AS SUPPLY CHAINS GRADUALLY REOPEN.
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MAJOR BANKS ARE LOWERING OIL-PRICE FORECASTS AS OPTIMISM GROWS OVER A US-IRAN DEAL. GOLDMAN SACHS CUT ITS BRENT OUTLOOK TO $80 FOR Q4 AND $75 FOR 2027, CITING FASTER GULF EXPORT NORMALIZATION. MORGAN STANLEY EXPECTS GRADUAL RECOVERY OF LOST OUTPUT THROUGH EARLY NEXT YEAR, WITH BRENT AVERAGING $90 IN Q3 BEFORE EASING TO $80 INTO 2026, AS SUPPLY CHAINS GRADUALLY REOPEN.
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> BLACKROCK LAUNCHES NEW BITCOIN ETF THAT GENERATES INCOME USING A COVERED CALL STRATEGY — LINK
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> G7 SUMMIT – EVIAN (JUNE 16, 2026) — ALL TIMES LOCAL (CEST)
🔸 06:15 POOL CALL TIME
🔸 08:00 EXECUTIVE TIME (CLOSED PRESS)
🔸 09:00 WORKING SESSION: G7 LEADERS + UKRAINE (RESTRICTED POOL)
🔸 10:30 BILATERAL MEETING WITH EMIR OF QATAR (OUT-OF-TOWN POOL)
🔸 11:15 BILATERAL MEETING WITH PRESIDENT OF UAE (OUT-OF-TOWN POOL)
🔸 12:00 WORKING LUNCH: G7 + MIDDLE EAST LEADERS (OUT-OF-TOWN POOL)
🔸 15:00 WORKING SESSION: G7 + DEVELOPMENT COUNTRIES (RESTRICTED POOL)
🔸 19:15 CULTURAL PERFORMANCE & CONCERT (CLOSED PRESS)
🔸 20:15 G7 LEADERS’ SOCIAL DINNER (CLOSED PRESS)
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🔸 06:15 POOL CALL TIME
🔸 08:00 EXECUTIVE TIME (CLOSED PRESS)
🔸 09:00 WORKING SESSION: G7 LEADERS + UKRAINE (RESTRICTED POOL)
🔸 10:30 BILATERAL MEETING WITH EMIR OF QATAR (OUT-OF-TOWN POOL)
🔸 11:15 BILATERAL MEETING WITH PRESIDENT OF UAE (OUT-OF-TOWN POOL)
🔸 12:00 WORKING LUNCH: G7 + MIDDLE EAST LEADERS (OUT-OF-TOWN POOL)
🔸 15:00 WORKING SESSION: G7 + DEVELOPMENT COUNTRIES (RESTRICTED POOL)
🔸 19:15 CULTURAL PERFORMANCE & CONCERT (CLOSED PRESS)
🔸 20:15 G7 LEADERS’ SOCIAL DINNER (CLOSED PRESS)
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> NO “BIG TOP” YET IN RISK ASSETS, BOFA SAYS
INVESTOR SENTIMENT IS NEAR PEAK LEVELS BUT NOT YET AT A MAJOR MARKET TOP, BOFA’S SURVEY SHOWS. ITS BULL & BEAR INDICATOR HIT 8.9, A TECHNICAL SELL SIGNAL, THOUGH CASH ROSE SLIGHTLY TO 4.1%. FUND MANAGERS TRIMMED EQUITY AND TECH EXPOSURE, STAYED CAUTIOUS ON EUROPE, AND ADDED JAPAN AND BANKS. INFLATION AND AI BUBBLE RISKS DOMINATE CONCERNS, WHILE BONDS, EUROPE AND CONSUMER STOCKS ARE SEEN AS CONTRARIAN OPPORTUNITIES.
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INVESTOR SENTIMENT IS NEAR PEAK LEVELS BUT NOT YET AT A MAJOR MARKET TOP, BOFA’S SURVEY SHOWS. ITS BULL & BEAR INDICATOR HIT 8.9, A TECHNICAL SELL SIGNAL, THOUGH CASH ROSE SLIGHTLY TO 4.1%. FUND MANAGERS TRIMMED EQUITY AND TECH EXPOSURE, STAYED CAUTIOUS ON EUROPE, AND ADDED JAPAN AND BANKS. INFLATION AND AI BUBBLE RISKS DOMINATE CONCERNS, WHILE BONDS, EUROPE AND CONSUMER STOCKS ARE SEEN AS CONTRARIAN OPPORTUNITIES.
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> TRUMP: THIS AGREEMENT IS ABOUT ONE THING - THAT IRAN WILL NEVER HAVE A NUCLEAR WEAPON
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> TRUMP SAYS HORMUZ WILL BE FULLY OPEN BY FRIDAY AND TOLL-FREE WHEN REOPENED PERMANENTLY, ADDING THE IRAN DEAL IS FOCUSED ON PREVENTING IRAN FROM OBTAINING A NUCLEAR WEAPON
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> 🇦🇪 DUBAI'S DMCC SIGNS STRATEGIC DEAL WITH $USDT ISSUER TETHER TO EXPAND BLOCKCHAIN, DIGITAL ASSETS, AND TOKENIZED FINANCE.
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