Geopolitical tensions and interest rate stability dominate the markets.

The Federal Reserve maintains interest rates at 3.50-3.75%, and markets do not expect changes during the upcoming FOMC meeting on June 17 (Warsaw time). Investor expectations regarding future monetary policy are clear, with a 99.9% probability that rates will remain unchanged. This situation reflects a high level of market confidence in the Fed's current strategy, which stabilizes inflation expectations and helps maintain balance in the bond and currency markets. The Fear & Greed Index, measuring market sentiment, has dropped to 59, indicating moderate greed among investors, suggesting that the market is relatively confident in the current situation.

The geopolitical situation in the Middle East has attracted investors' attention today, especially in the context of Iran. Several conflicting reports regarding the Iranian nuclear program and relations with China have increased uncertainty. Iran has denied reports of exporting enriched uranium while demanding guarantees from China before entering into an agreement with the United States. Talks with Iran have reached a deadlock, highlighting the complexity of the situation. Additionally, tensions have risen after Iran shot down an enemy drone over the Persian Gulf and activated air defense on Qeshm Island. In the context of global political and energy stability, these events may have a significant impact on oil prices and regional security.

A senior Trump administration official suggested that the USA may support Israeli actions against Hezbollah. Such a declaration raises the potential risk of escalating conflict in the region, which could affect global energy commodity prices and increase volatility in financial markets. Support for Israel in the current situation may also impact US relations with other Middle Eastern countries and contribute to further destabilization of the region.

Tomorrow, investors should pay special attention to the further developments in Iran and any new reports regarding Fed policy. Geopolitical tensions may affect commodity prices, and changes in market sentiment can have far-reaching effects on investments across various asset classes.