Market Brief

The daily market brief

Every weekday morning, a trading-desk read of global markets: macro, central banks, oil, rates, FX, gold and equity flows. The jargon explained, the numbers that matter.

Brief July 8, 2026

Market Brief, 8 July 2026: Geopolitical Shock, Sticky Inflation and Sector Rotations

The Strait of Hormuz puts oil back at the center of the game, the Fed is caught in an inflationary squeeze, and equity flows reshuffle between a fractured Asia and a catching-up Europe.
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