Weekly Global Markets Brief - Episode 167 - Jun 13, 2026

Are global markets pricing in a historic geopolitical relief rally, or are they blindly walking into an inflation trap? This week on the D-Risk Weekly Global Markets Brief, we break down "The Peace Dividend Paradox", a profound cross-asset decoupling triggered by hopes of a U.S.-Iran peace deal. While equity investors embrace a risk-on regime, pushing the S&P 500 and Nasdaq 100 higher as the VIX collapses, the reality underneath is far more turbulent. Crude oil and gold have suffered severe technical breakdowns as investors dump inflation hedges, completely ignoring sticky global inflation and a highly aggressive central bank tightening cycle. With the Bank of Japan preparing for a historic interest rate hike, the ECB tightening further, and a high-stakes Federal Reserve decision with Chair Kevin Warsh just days away, are markets on the verge of a perfect soft landing or a massive reality check? Tune in to decode the conflicting signals between resilient global equities, surging bond yields, and collapsing commodities before the next major central bank shockwave hits.