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Deutsche Bank

June 9, 2026

Early Morning Reid

Daily UpdateCommoditiesEquitiesRates Govt BondsEnergyInformation Technology

Markets are stabilizing after geopolitical tensions eased over the weekend, though inflation concerns continue to push interest rate expectations higher.

Key Takeaways

  • 1.Markets showed signs of stabilization and potential recovery following geopolitical tensions between Israel and Iran.
  • 2.Inflation concerns persist, with market participants pricing in higher probabilities of central bank rate hikes in the coming months.
  • 3.Chinese trade data for May showed strong growth in both exports and imports, exceeding expectations.

Table of Contents

  • Macro Strategy
  • Other Market Data
  • Key Economic Data
  • Topical Deutsche Bank publications
  • Appendix 1
  • Additional Information

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Authors

Jim ReidHenry AllenPeter Sidorov

Securities

S&P 500Brent Oil

Themes

AI Trade RecoveryGeopolitical Tensions (Israel-Iran)

Regions

EuropeAsia PacificUnited StatesChinaJapan