MTC Market Insights
July 1, 2026
Eye for an Eye
Key Takeaways
The retaliatory nature of the Iran conflict continues to test investor confidence, despite the fragile ceasefire having been signed. Markets are likely to encounter episodic volatility, with ongoing military activity in the broader Middle East region.
In a departure from previous market expectations for rate cuts, the new Fed under Chair Warsh has taken on a hawkish bias.
Global stocks reached new highs despite declining investor sentiment, ongoing geopolitical unrest, and policy uncertainty.
