We had two highly important deals: on Greece and on Iran, and both have significant market implications. After digesting the deals and their impact down the road, we preview the events of the next two weeks.
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- Greece – what happened and what’s next: Nobody likes the aGreekment. What happened on that long night in Brussels? Why did Tsipras fold and what does Germany really want? This crisis will continue moving the markets.
- Iran deal and oil: After years of sanctions and negotiations, we finally have a deal on Iran’s nuclear aspirations. This has immediate implications for oil, and we cannot detach the Canadian rate cut from the Vienna accord.
- Preview for the next two weeks: We run through the second half of July, a series of event that culminates with the Fed.
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Yohay and Lior hold no positions on any of the stocks and financial instruments that were mentioned on the show. The podcast should be used for general information. This isn’t financial advice.