Ben Gutteridge sees the Iran deal as a positive risk-on catalyst, but expects the initial rally to favor tech and momentum, with a broadening to beaten-up European cyclicals over weeks. He believes central banks will pause rather than hike, and the Fed will sit on its hands. He sees value in European equities and UK consumer relief, but remains comfortable with the AI trade.
implicit
implicit
RUT
implicit
Metals
USD
Invesco
8.5
Asset Manager $1000.00B
Ben Gutteridge 7.0
Asset Manager $1000.00B
Ben Gutteridge 7.0
6/15/2026 1:30:53 PM
ndx
Ben says the first move is to reflect on what's hot (tech/momentum), and he is comfortable with the AI trade, suggesting near-term upside for NDX.
wti
The deal is a step closer to ending the energy crisis, and he expects relief for energy-intensive sectors, implying lower oil prices.
yields
He says the Fed will sit on its hands and get relief from pressure to hike, implying yields move lower in the near term.
