Week 17 Summary

News
Us-Iran War, Oil Markets, Artificial Intelligence, Global Economy, Space Exploration, Geopolitics, Energy Markets, Us-Iran Conflict, Global Elections, Global Markets, Iran War, Corporate Earnings, Us Politics, Mergers and Acquisitions, Wall Street, Antitrust, Monetary Policy, Middle East Conflict, Initial Public Offerings

Bloomberg — Week of 2026-04-11 to 2026-04-17#

Story of the Week#

The week was defined by historic volatility stemming from the US-Iran conflict, beginning with failed peace talks that prompted President Donald Trump to order a naval blockade of the Strait of Hormuz, briefly sending oil surging past $100 a barrel. However, diplomatic breakthroughs by week’s end completely reversed the panic trade, as Iran agreed to reopen the vital maritime chokepoint and reportedly suspended its nuclear program, triggering a massive global equity rally and a plunge in crude prices.

Week 20 Summary

News
Us Jobs, Iran Conflict, Initial Public Offerings, Uk Elections, Tariffs, Iran War, Artificial Intelligence, Federal Reserve, International Trade, Oil Prices, Geopolitics, Inflation, Private Credit, Central Banks, Energy, Us-China Relations, Monetary Policy, Energy Markets, Uk Politics, Global Markets, Bond Markets

Bloomberg — Week of 2026-05-08 to 2026-05-15#

Story of the Week#

The geopolitical impasse between the US and Iran escalated significantly after President Trump rejected Tehran’s peace proposals as “totally unacceptable,” ensuring the continued blockade of the Strait of Hormuz. The resulting energy supply shock has driven global oil inventories down at a record pace and severely amplified inflation fears, pushing US consumer price growth to 3.8% and sending global bond yields to their highest levels since 2007. This dual shock of spiking energy costs and plummeting crude output sets up an immediate, critical test for newly confirmed Federal Reserve Chair Kevin Warsh, as traders rapidly unwind expectations for near-term rate cuts.

Week 21 Summary

News
Artificial Intelligence, Geopolitics, Global Markets, Energy, Crude Oil, Interest Rates, Mergers and Acquisitions, Inflation, Energy Infrastructure, Bond Yields, Iran War, Spacex, Initial Public Offerings, Federal Reserve

Bloomberg — Week of 2026-05-16 to 2026-05-22#

Story of the Week#

The escalating conflict in Iran and the prolonged closure of the Strait of Hormuz have triggered a profound energy-supply shock, sending shockwaves through global supply chains. This geopolitical gridlock has fueled sticky inflation and ignited a relentless global bond selloff, pushing long-term yields to nearly two-decade highs and complicating the macroeconomic landscape for incoming Federal Reserve Chair Kevin Warsh.

2026-05-26

News
Geopolitics, Initial Public Offerings, Electric Vehicles, Artificial Intelligence, Monetary Policy
Sources

Bloomberg — 2026-05-26#

Lead Story#

The geopolitical standoff in the Middle East continues to whip global markets as US and Israeli jets struck Iranian vessels in the Strait of Hormuz, just hours after President Donald Trump touted progress on an interim peace deal. Despite the fresh military hostilities, equities climbed and Treasuries rallied across the curve as investors clung to optimism that an agreement to reopen the vital shipping waterway is imminent.

2026-04-17

News
Us-Iran Conflict, Global Markets, Artificial Intelligence, Initial Public Offerings, Monetary Policy
Sources

Bloomberg — 2026-04-17#

Lead Story#

Global markets surged and oil prices plunged as Iran announced the complete reopening of the Strait of Hormuz to commercial shipping, signaling a major de-escalation in its seven-week war with the US. President Donald Trump fueled optimism by claiming Tehran has agreed to an “unlimited” suspension of its nuclear program without receiving frozen US funds, setting the stage for weekend peace talks. The diplomatic breakthrough unwound weeks of wartime trades, sparking a massive equity rally while erasing the dollar’s recent safe-haven gains.

2026-05-08

News
Us Jobs, Iran Conflict, Initial Public Offerings, Uk Elections, Tariffs
Sources

Bloomberg — 2026-05-08#

Lead Story#

US employers added 115,000 jobs in April, marking the first back-to-back monthly advance in nearly a year and keeping the unemployment rate steady at 4.3%. The resilient labor market data propelled US stocks to all-time highs, fueled by an 11% weekly surge in chipmakers, as investors largely shrugged off the inflationary risks of the ongoing conflict with Iran. However, wage growth moderated, and a separate gauge of US consumer sentiment plummeted to a fresh record low over relentless cost-of-living concerns.

2026-05-11

News
Geopolitics, Oil Prices, Inflation, Private Credit, Initial Public Offerings
Sources

Bloomberg — 2026-05-11#

Lead Story#

US President Donald Trump announced that the fragile ceasefire between the US and Iran is on “massive life support” after he rejected Tehran’s latest peace proposal as “totally unacceptable”. The resulting deadlock ensures the continued effective closure of the vital Strait of Hormuz, a blockade that Saudi Aramco’s CEO warned is costing global markets 100 million barrels of oil each week. The supply disruption has sent crude prices surging anew and elevated imported inflation risks across major global economies.

2026-05-15

News
Inflation, Bond Markets, Us-China Relations, Initial Public Offerings
Sources

Bloomberg — 2026-05-15#

Lead Story#

Global bond markets are facing a relentless selloff as surging oil prices tied to the Iran war exacerbate inflation fears, pushing yields to multi-year highs and driving the US 30-year Treasury yield to its highest level since 2007. The historic rout has stalled a record-breaking global equities rally and sets up an immediate, critical test for incoming Federal Reserve Chair Kevin Warsh, as traders brace for central banks to keep interest rates elevated for longer than previously anticipated.

2026-05-20

News
Spacex, Initial Public Offerings, Interest Rates, Geopolitics, Artificial Intelligence
Sources

Bloomberg — 2026-05-20#

Lead Story#

Elon Musk’s SpaceX has officially filed paperwork to go public on the Nasdaq under the ticker SPCX, paving the way for what is widely expected to be the largest initial public offering in history. The rocket, satellite, and artificial intelligence enterprise is reportedly targeting up to $75 billion in its listing at a staggering valuation of over $2 trillion, a milestone that is all but certain to make Musk the world’s first trillionaire.

Bloomberg

News
Federal Reserve, Artificial Intelligence, Iran War, Mergers and Acquisitions, Spacex, Geopolitics, Inflation, Public Health, Us Politics, Us-Iran Relations, Commodities, Central Banks, Initial Public Offerings, Electric Vehicles, Monetary Policy, Semiconductors, Oil, Space Industry, Global Markets

Bloomberg — Week of 2026-05-22 to 2026-05-29#

Story of the Week#

The global economy hung on every diplomatic overture this week as the US and Iran hammered out a tentative 60-day ceasefire to reopen the strategic Strait of Hormuz after a grueling six-week blockade. Despite mid-week military flare-ups and conflicting official statements, the pending agreement ultimately sparked a broad market rally, sending US equities to record highs and sharply retreating oil prices as fears of a prolonged energy shock ebbed.