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US Strikes Iran: Oil Volatile Again, Fed Warns of Stagflation, Dollar Rebounds, Stocks Teeter on Key Support | Macro Mondays

• Onyx Capital Group

Join James Brodie & Will Cunliffe for a brand new episode of Macro Mondays, as they unpack another volatile week in global markets.

 

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Key topics today:

✅ US strikes Iran’s nuclear facilities

✅ US data continues to weaken

✅ Fed forecasts stagflation

✅ ZIRP is back in Switzerland

✅ EU distancing themselves from China

✅ S&P on cusp of a break lower

 

Key data releases this week:

📅 Monday –  EZ, UK, US flash PMIs

📅 Tuesday – German IFO business confidence, Canadian CPI  

📅 Wednesday –  US mortgage applications & new home sales  

📅 Thursday –  US jobless claims

📅 Friday - Japan unemployment & retail sales, US PCE price index, UMich consumer confidence 

 

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This episode was recorded at 11am BST on Monday, the 23rd of June, 2025. 

 

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