Macro Map: Earn Your Keep

Summary

Renewed U.S.-Iran clashes have pushed gasoline back above $4 and crude up 44% year to date, yet rates markets still see no July hike coming. Aurora examines why Fed surprises have all but disappeared, and what red-hot Q2 earnings and Google's looming cloud guidance mean for the rest of the year.

The full report is available to Aurora's institutional clients. Request a copy and our team will follow up within one business day.