BOJ hike certain, RBA and Fed on hold as Iran deal reshapes central bank outlook Geopolitics is running the central bank week; the BOJ is the only one with a clear mandate to move.
New Zealand data: May 2026 Food Price Inflation +1.0% m/m (prior flat at 0%)
Fox inks $22B Roku deal, betting big on streaming. Investors eye valuation & future returns.
Hedge funds are rotating into short-dated Treasuries, Asian currencies and beaten-down equities as the US-Iran deal deflates war-risk premiums and eases pressure on Federal Reserve rate expectations.
Barclays sees gold hitting $4,900 as Iran-driven correction fades. Gold underperformed during the crisis for technical reasons; Barclays argues the structural case is unchanged.
Micron's fair value nears as AI chip demand fuels gains. Shorting puts yields 7%.
Dow hits record high on deal hopes; SpaceX rockets, Nvidia jumps 10%. Traders eye valuation shifts.
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