Daily Briefing — June 15, 2026 | Markets Reprice Peace, Oil Slides, Central Banks Hold the Line

On the June 15 Slotly News Daily Briefing, we examine how an interim deal between the US and Iran to end hostilities and reopen the Strait of Hormuz is rippling through global markets. Oil, which had been trading near ninety‑five dollars a barrel last week, has retreated toward the low eighties as traders strip out part of the war premium, pressuring energy stocks but supporting airlines, transport, and consumer names.2 4 7 We discuss the rally in US Treasuries and the drop in yields ahead of this week’s Federal Reserve meeting, where markets see an overwhelming probability that policy rates will be left unchanged, and we place that in the context of Jerome Powell’s recent “wait and see” stance.10 11 The briefing also covers the European Central Bank’s latest rate hike and inflation projections, expectations for the Bank of England and the Bank of Japan, and what those decisions mean for currencies, banks, and asset‑heavy “HALO” stocks in Europe.3 12 13 15 We look at the sharp moves in Asian equities, from a strong Nikkei and Indonesian rally to pressure on Australian energy producers, and we touch on gold’s resilience above four thousand dollars an ounce as a signal of lingering demand for safety.4 8 Throughout, we connect these moves to global growth, inflation, fiscal pressures, and the continuing surge in AI‑driven investment.