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On June 19, a Bloomberg survey indicated that the peace agreement between the U.S. and Iran has improved the outlook for European stock markets in the second half of the year, prompting several strategists to raise their year-end targets. Goldman Sachs, Barclays, and Société Générale have all revised their forecasts upward. The latest survey, involving 16 strategists, shows that the European Stoxx 600 index is expected to close at 640 points by the end of 2026, matching its most recent historical high. However, some sectors in the market have yet to recover from pre-war prices. Some respondents noted that this provides further room for market growth, as investors may position themselves for an economic recovery through sector rotation.

⑴ Economist Taro Saito from the Nissei Basic Research Institute stated that in the coming months, Japan's consumer inflation rate may rise above the central bank's 2% target, with price increases in broad categories such as food and daily necessities expected to accelerate. ⑵ He said that although oil prices have declined after a peace agreement was reached between the US and Iran, rising producer costs make consumer price increases seem inevitable. The Bank of Japan policymakers have already warned of inflation risks, noting that Japanese companies have become more aggressive than in the past in passing on continually rising costs to consumers.

The Prime Minister of Pakistan stated that local fuel prices will be reduced.