1.0Weekly Investor Snippetshttps://karolpelc.com/InvestorSnippetsKarol Pelchttps://karolpelc.com/InvestorSnippets/author/investor/Week 28 - Weekly Investor Snippetsrich600338<blockquote class="wp-embedded-content" data-secret="AGCA68UrkI"><a href="https://karolpelc.com/InvestorSnippets/2026/07/11/week-28-2/">Week 28</a></blockquote><iframe sandbox="allow-scripts" security="restricted" src="https://karolpelc.com/InvestorSnippets/2026/07/11/week-28-2/embed/#?secret=AGCA68UrkI" width="600" height="338" title="“Week 28” — Weekly Investor Snippets" data-secret="AGCA68UrkI" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe><script>
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Macro The macro narrative shifted back toward inflation and geopolitics. Renewed US strikes against Iran and disruptions to shipping through the Strait of Hormuz pushed oil prices, inflation expectations and global yields higher, while reducing confidence in the disinflation path that had emerged during Q2. The June FOMC minutes showed a divided committee, with some […]