GVA Market Insights – June

• What will the FED do?: Markets expect the FED to hold rates steady through the summer, with a growing probability of a rate cut by September (54.9%), driven by cooling inflation, softening labor data, and political pressure.
• Liberation Day 2.0: With the July 9th tariff deadline nearing, markets face a pivotal moment that could bring extensions, trade deals, or steep tariffs—setting the stage for potential volatility on July 10th and beyond.
• Tensions Rise in the Middle East: Israel’s strike on Iran sparked a sharp market selloff, unlike past Middle East tensions—raising the question: why did this event trigger such a visceral reaction, and will rising oil prices really have no impact on inflation?

Subscribe to the GVA YouTube channel

Eric Parnell and Evan Coffey are solely investment advisor representatives of Great Valley Advisor Group, and not affiliated with LPL Financial. Any opinions or views expressed by them are their own and are not those of LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth may not develop as predicted.

LPL Compliance Tracking #: 757488