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Market Pulse

Peace headlines out of the Gulf have quickly flipped last week’s energy shock into a relief rally, with oil sliding and global risk assets opening the week on firmer footing even as bond yields remain elevated. The core tension now is whether incoming central bank moves and U.S. inflation data can sustain this “lower geopolitical risk, higher rates” equilibrium without breaking stretched parts of tech and speculative crypto. In that environment, higher-quality growth and large-cap digital assets are positioned to lead, but investors are likely to punish any sign of disappointing earnings leverage or overextended narratives.

Updated Jun 15, 2026 · Weekly Market Overview - 06/15/2026