Week Ahead: Monday, June 29, 2026 to Friday, July 3, 2026 — Market Analysis

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Week Ahead: Monday, June 29, 2026 to Friday, July 3, 2026

heightened tension and uncertainty with mixed signals illustration depicting Geopolitical risk and market uncertainty during holiday-shortened week, communicating A volatile, risk-filled week ahead with geopolitical tensions and critical economic data during holiday trading

A day-early jobs report, new strikes in the Strait of Hormuz, and Fed Chair Warsh's first overseas appearance — all in a holiday-shortened week.

Week of Monday, June 29, 2026 - Friday, July 3, 2026

Key Themes This Week

•The U.S. and Iran exchanged military strikes over the weekend, threatening a fragile interim agreement and reigniting concerns about oil supply from the Strait of Hormuz
•The June employment report arrives Thursday morning, one day earlier than usual due to the Independence Day holiday, with markets watching for signs of labor market momentum
•Fed Chair Kevin Warsh makes his first international appearance at a European Central Bank symposium in Portugal, as markets digest hawkish signals from the June FOMC meeting

Week at a Glance

monday

Light data day to start the holiday-shortened week. No major...

tuesday

Consumer Confidence and Case-Shiller Home Price Index provid...

Major Events

HighThursday, July 2

June Employment Situation Report

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HighWednesday, July 1

Fed Chair Kevin Warsh Speaks at ECB Symposium

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Week Ahead: Monday, June 29, 2026 to Friday, July 3, 2026 — Market Analysis