Week Ahead: Monday, July 6, 2026 to Friday, July 10, 2026 — Market Analysis

Key Themes This Week

• •The fragile U.S.-Iran ceasefire is testing markets as oil prices fall back toward pre-war levels despite the Strait of Hormuz operating at just a fraction of normal capacity
• •The Federal Reserve releases minutes from its June meeting on Wednesday—the first under new Chair Kevin Warsh—offering insight into the central bank's inflation and rate strategy
• •Second-quarter earnings season begins with PepsiCo and Delta Air Lines reporting, providing an early read on how consumers and businesses weathered elevated energy costs