7/6/2026
By John Jean, Research Analyst

Iran Deal Dividends

Fed chair Warsh made remarks that the recent Iran deal has changed the inflation dynamics, suggesting  potential lower rates. It is important because the last Federal Open Market Committee (FOMC) meeting was still under heavier Iran uncertainty. Furthermore, this could leave the door open to potential cuts rather than hikes.

The average weekly ship traffic through the Strait of Hormuz is heading higher, but still has ways to go. Furthermore, the spikes in daily numbers suggest a rapid influx of ships waiting to cross.

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John Jean
Wall Street Strategies