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
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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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