A pivotal week for markets: JPMorgan, Goldman Sachs, Bank of America and Morgan Stanley report Q2 2026 results on July 14-15, while June CPI and Kevin Warsh's Congressional testimony add a dual macro catalyst. Analysis and portfolio implications.
Q2 2026 review: Euro Stoxx 50 +5.8%, gold at ,380/oz, hawkish ECB. Our convictions and allocation for Q3.
