On top of the US-Iran negotiations, investors will focus on central banks, with decisions due from the Fed under Kevin Warsh, the BoJ, the BoE and the Banco Central do Brazil, among others.

Credit markets have evolved. What was once considered a single asset class has become a broad, fragmented and multi-layered ecosystem spanning bonds, derivatives, private markets, currencies and capital structures—from senior secured debt to subordinated and hybrid instruments.

The structural shift towards European autonomy is already underway in the technology sector. Having relied on American and Asian capabilities for too long, Europe is now committed to reducing its technological dependence by strengthening its domestic capacities in strategic areas.

The ECB is likely to announce a rate hike in order to curb rising inflation due to increased energy prices.

The market-moving US jobs report for May is expected to show 93k payroll gains, with unemployment holding steady at 4.3%.

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Investors will keep a close eye on a possible (de)escalation in Iran, similar to previous weeks.

US Rates: Neutral nominal duration - we prefer inflation protection while monitoring the Fed transition closely