Insight
Positioning for the Second Half of 2026
June 2026 arrives as a month of paradox: the geopolitical shock that has defined 2026 is finally moving toward resolution, yet the very process of resolution has triggered a new set of market headwinds. The June 14th US-Iran Memorandum of Understanding, formally signed on June 17th in Geneva, marks the most significant diplomatic breakthrough since the conflict began in February. Oil has returned to pre-war levels.
June 30, 2026