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Ceasefire Eases Israeli Monetary Policy

As the regional conflict de-escalates, a strengthening shekel and falling risk premia let the Bank of Israel keep cutting rates, a pattern that recurs as postwar normalization proceeds.

forming · confidence 40 · Emerging (watchlist) · tracking since June 29, 2026 · updated June 29, 2026

Why the conviction moved

  • Jun 29
    Strengthened +5

    A stronger shekel and cooling inflation expectations have bank economists pointing to a July Bank of Israel rate cut, with Tel Aviv shares advancing.

Source trail

  • Supporting · June 29, 2026

    A Stronger Shekel and Cooling Inflation Build the Case for an Israeli Rate Cut

    A stronger shekel and cooling inflation expectations have bank economists pointing to a July Bank of Israel rate cut, with Tel Aviv shares advancing.

    Globes

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