📊 June 29 Market Briefing. Iran Talks Resume, GPT-5.6 Drops and NFP Thursday Could Change Everything

There are five events happening this week. Each one affects how you should be positioned now. Here they are:

* US-Iran Halt Mutual Attacks. Doha Meeting This Week

The US and Iran are not attacking each other anymore. They will meet in Doha to talk about navigation rights in the Strait of Hormuz. This is a deal. If they make progress oil prices will go down. This could make Junes PCE numbers softer than Mays. It could also make people less sure about a July rate hike. This would be good for risk assets.

* Bitcoin Price. Holding But Not Recovering

Bitcoin is at $59,641. It hasn't changed much in 24 hours. Ethereum is up a little. The market is waiting for something to happen. The Doha meeting and Thursdays NFP report are the two events that could make a difference.

* KOSPI Down 3%. Samsung Drops 5%

The Korean market had a bad day. The KOSPI fell 3%. Samsung Electronics dropped 5%. This is different from SK Hynix, which is doing well. SK Hynix is planning to list on Nasdaq. This shows how the market is choosing winners in the tech industry.

* OpenAI Released GPT-5.6

OpenAI released GPT-5.6. This is an AI model. It's only available to some people now.. It's clear that AI is getting better fast. This is good for companies that make AI infrastructure.

* ECB Sintra Forum Wednesday and US June NFP Thursday

There are two events this week. The ECB Sintra Forum is on Wednesday. It brings together central bank governors. They might say something that affects the market. Thursdays NFP report is also important. It could affect the Feds decision on interest rates.

This week is very important. You should be careful about how you position yourself.

Which event do you think will affect your portfolio the most. The Doha Iran talks, ECB Sintra, Thursdays NFP report or GPT-5.6s impact, on AI infrastructure stocks?

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