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The Week Ahead: 13 – 17 July
Imogen Bachra looks ahead to a week shaped by renewed Middle East risk, key US inflation data, Chair Warsh’s testimony, UK political uncertainty, and the start of earnings season.
Key takeaways
Markets may need to price a higher geopolitical risk premium after renewed escalation in the Middle East.
Oil prices, shipping costs, and physical flows through the Strait remain important indicators of how markets are assessing regional risk.
US CPI will be a key focus, with expectations for a decline in overall consumer prices and lower year-over-year headline and core inflation rates.
Chair Warsh’s…
The skinny
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