• Arkea Asset Management flagged renewed Strait of Hormuz risks as Iran-US strikes lifted crude 15.5% to USD 79, tightening financial conditions.
• US June CPI fell 0.42%, easing annual inflation to 3.5%; core inflation slowed to 2.6%, reducing near-term Fed hike pressure.
• Risk appetite fractured as S&P 500 rose 0.81% and Nasdaq gained 0.88%, while EuroStoxx 50 fell 2.07% and Nikkei slid 2.87%.
• Sovereign yields climbed on the oil rebound; US 10-year reached 4.59%, Germany’s Bund 3.11%, France’s OAT 3.89%.
• Dollar strength persisted on higher long-end rates; EUR/USD held near 1.14, USD/JPY stayed elevated at 162.25.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Arkea Asset Management SA published the original content used to generate this news brief on July 15, 2026, and is solely responsible for the information contained therein.