Midyear Macro Outlook: Persistence, Perception And The Path For Markets
Source: SeekingAlpha
2026-06-03 02:50:00 ET
Markets appear remarkably resilient in the face of the ongoing Middle East conflict. Despite a sharp rise in oil prices and a longer-than-expected duration, equity markets remain near highs and credit spreads have retraced much of their widening. Expectations for U.S. rate cuts later this year have shifted, with markets now anticipating a more extended period of policy restraint....
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Midyear Macro Outlook: Persistence, Perception And The Path For Markets
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