Week 25 Summary

News
Spacex, Artificial Intelligence, Stock Market, Geopolitics, Iran, Federal Reserve, Mergers and Acquisitions, Central Banks, Crude Oil, Earnings, Semiconductors

CNBC — Week of 2026-06-13 to 2026-06-19#

Story of the Week#

Global markets were whipsawed this week as the geopolitical relief of a U.S.-Iran peace agreement and tumbling oil prices collided with a hawkish shock from the Federal Reserve. In his inaugural FOMC meeting, new Chairman Kevin Warsh caught Wall Street off guard by stripping out prior easing language and projecting an interest rate hike in 2026, triggering the S&P 500’s worst performance on a new Fed chair’s first meeting day since 1994.

Week 26 Summary

News
Iran, Federal Reserve, Artificial Intelligence, Geopolitics, Crude Oil, Central Banks, Global Markets, Mergers and Acquisitions, Us-Iran Relations, Uk Politics, Tech Stocks, Private Credit, Nuclear Energy, Semiconductors, Us Politics, Oil Markets, Inflation, Supreme Court, Iran War, Middle East Conflict, Monetary Policy, Apple

Bloomberg — Week of 2026-06-20 to 2026-06-26#

Story of the Week#

A volatile week for global energy markets saw US-Iran diplomatic relations swing from a historic interim peace deal to violent military escalation within a matter of days. Despite the Trump administration initially waiving sanctions to reopen the Strait of Hormuz to Iranian crude, subsequent US retaliatory strikes against Tehran for a cargo ship attack severely rattled the region. Astonishingly, crude oil erased its wartime gains and headed for a weekly decline as supertanker traffic stubbornly continued to flow through the vital waterway despite the military escalation.

2026-07-13

News
Us-Iran Conflict, Oil Prices, Mergers and Acquisitions, Monetary Policy, Artificial Intelligence
Sources

Bloomberg — 2026-07-13#

Lead Story#

The US and Iran exchanged a fresh wave of strikes overnight, prompting President Donald Trump to announce a reinstated naval blockade and demand a 20% reimbursement—roughly $30 million per supertanker—for all cargo transiting the Strait of Hormuz. The escalating military conflict and uncertainty over the critical shipping lane propelled global oil benchmark Brent above $79 a barrel, raising fears of renewed inflationary pressures across the global economy.

2026-07-11

News
Geopolitics, Monetary Policy, Energy, Mergers and Acquisitions, Us Politics
Sources

Bloomberg — 2026-07-11#

Lead Story#

The global economic and geopolitical landscape is being rocked by escalating tensions in the Middle East as the US launched a third round of strikes on Iran after Tehran declared the vital Strait of Hormuz closed “until further notice”. Iran has firmly rejected President Donald Trump’s push for peace talks without a ceasefire, while Trump warned of devastating military retaliation if assassination plots against him proceed, raising fresh alarms over global energy flows, supply chains, and inflation.

2026-07-10

News
Sk Hynix, Foreign Exchange, Mergers and Acquisitions, Us-Iran Relations, Uk Politics
Sources

Bloomberg — 2026-07-10#

Lead Story#

SK Hynix Inc. pulled off a historic $26.5 billion American depositary receipt offering, marking the largest-ever US first-time share sale by a foreign company. The South Korean memory chipmaker’s shares were indicated to open 21% above their offering price, immediately unleashing a fresh wave of leveraged ETFs onto Wall Street. Bolstered by the blockbuster tech debut, SK Group Chairman Chey Tae-won signaled the conglomerate’s willingness to issue more shares and pledged a “much, much bigger” investment plan for the United States.

2026-04-07

News
Geopolitics, Oil Markets, Inflation, Private Credit, Mergers and Acquisitions
Sources

Bloomberg — 2026-04-07#

Lead Story#

Global markets whipsawed Tuesday as US President Donald Trump initially threatened the civilizational destruction of Iran and ordered strikes on Kharg Island before abruptly agreeing to a two-week ceasefire. The last-minute truce, requested by Pakistan, is strictly conditional on Tehran reopening the Strait of Hormuz, prompting crude oil and US equity futures to reverse course as markets priced in a momentary reprieve from the relentless, war-driven energy shock.

2026-04-09

News
Middle East Conflict, Oil Markets, Inflation, Mergers and Acquisitions
Sources

Bloomberg — 2026-04-09#

Lead Story#

A fragile two-week ceasefire between the US and Iran is facing severe tests as the Strait of Hormuz remains blocked and Israeli forces escalate strikes in Lebanon. Oil prices rebounded amid the maritime gridlock, defying hopes of swift relief, as Vice President JD Vance prepares to lead a US delegation to Islamabad for high-stakes direct talks with Tehran. President Donald Trump expressed optimism about the negotiations but vowed to keep US troops in the Persian Gulf and warned Iran against demanding tolls or cryptocurrency payments for ships transiting the vital waterway.

2026-04-14

News
Us-Iran Conflict, Energy Markets, Corporate Earnings, Global Economy, Mergers and Acquisitions
Sources

Bloomberg — 2026-04-14#

Lead Story#

Optimism over a renewed push for US-Iran peace talks is fueling a rally across global stocks and Treasuries, easing some of the persistent upward pressure on oil prices. The diplomatic maneuvering comes as a US-sanctioned Chinese tanker, the Rich Starry, tests President Donald Trump’s naval blockade in the Strait of Hormuz, underscoring the fragile geopolitical backdrop and the ongoing risks to global energy supply chains.

2026-04-14

News, Tech
Artificial Intelligence, Mergers and Acquisitions, Hardware, Satellite Communications, Autonomous Vehicles
Sources

Tech News — 2026-04-14#

Story of the Day#

Amazon is acquiring satellite communications operator Globalstar in a massive $11.57 billion cash deal that pits the e-commerce giant directly against Elon Musk’s Starlink. The acquisition bolsters Amazon’s Leo internet constellation while preserving Globalstar’s existing partnership to provide satellite connectivity and Emergency SOS features for Apple’s iPhones and Apple Watches.

2026-04-19

News
Artificial Intelligence, Geopolitics, Stock Market, Oil and Gas, Mergers and Acquisitions

CNBC — 2026-04-19#

Lead Story#

The weekend’s most consequential development is the rapid re-escalation of the U.S.-Iran conflict following a brief period of ceasefire optimism. The U.S. Navy fired upon and seized the Iranian-flagged cargo ship Touska in the Gulf of Oman, while Iran’s Revolutionary Guard attacked commercial vessels and reiterated its intent to restrict traffic in the Strait of Hormuz. The deteriorating situation has sidelined planned peace talks in Pakistan and threatens to severely disrupt global energy supply chains.