TSX Investor Report — June, 2026: The Iran Deal Rewrites the TSX’s 2026 Playbook in a Single Session
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context The investment framework that has governed TSX positioning for the past several months — energy overweight on geopolitical oil premium, financials under pressure from stagflation, technology managing discount rate uncertainty, gold steady…