Geopolitical tensions and the financial stability of the USA attract the attention of investors.

In recent hours, there has been a series of American attacks on Iranian military targets. American air forces struck missile and drone warehouses as well as radar locations on the Iranian coast. These actions are a response to an earlier attack on a commercial vessel in the Strait of Hormuz, a key route for oil transportation. These events raise the level of uncertainty in the markets, affecting oil prices and currencies linked to the region. The increase in geopolitical tensions may lead to further volatility in the markets, especially if the situation is not quickly resolved.

The rating agency S&P confirmed the sovereign rating of the United States at 'AA+/A-1+' with a stable outlook. This decision reflects confidence in the financial stability of the USA despite current geopolitical tensions and global economic uncertainty. The confirmation of the rating may influence the maintenance of the stability of the US dollar and low costs of public debt financing. This is positive news for investors who are concerned about the impact of global risks on the largest economy in the world.

In the context of current events, investors are closely monitoring speculation regarding future decisions of the Federal Reserve. Currently, the market predicts that interest rates will remain at 3.50-3.75% with a 70.1% probability, however, 29.9% of market participants expect an increase to the range of 3.75-4.00%. The upcoming FOMC meeting, scheduled for July 29, will be a key event that may influence future decisions of investors. The stability of interest rates is crucial for maintaining optimal economic conditions, especially in light of current tensions in the Middle East.

Tomorrow should bring further developments in the Persian Gulf, which may affect commodity prices, especially oil. Investors should also pay attention to any new macroeconomic data from the USA that may influence expectations regarding the Federal Reserve's decisions. The stability of the USA's rating is a positive signal, but geopolitical tensions may continue to create uncertainty in the markets.