Week 15 Summary

News
Geopolitics, Energy Markets, Global Economy, Technology, Monetary Policy, Energy, Global Markets, Banking, Us Policy, Iran Conflict, Oil Markets, Private Credit, Us Politics, Ipos, Inflation, Mergers and Acquisitions, Us-Iran Ceasefire, Corporate Deals, Middle East Conflict, Iran War, Artificial Intelligence

Bloomberg — Week of 2026-04-04 to 2026-04-10#

Story of the Week#

A volatile US-Iran military conflict sent global markets on a wild ride this week, culminating in a fragile, Pakistan-brokered two-week ceasefire ahead of critical talks in Islamabad. The escalating crisis effectively choked off the Strait of Hormuz, igniting a devastating energy shock that sent gasoline prices skyrocketing and forced an abrupt reassessment of central bank rate-cut timelines globally. Although a mid-week truce triggered a massive relief rally that dragged oil below $100 a barrel, enduring maritime gridlock and escalating secondary conflicts ensure the geopolitical risk premium remains heavily priced into global assets.

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 22 Summary

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.

Week 23 Summary

News
Us-Iran Relations, Monetary Policy, Space Industry, Artificial Intelligence, Global Markets, Geopolitics, Defense, Mergers and Acquisitions, Inflation, Ipos, Us Politics, Us-Iran Conflict, Spacex, Tariffs, Private Credit, Initial Public Offerings, Us Economy

Bloomberg — Week of 2026-05-29 to 2026-06-05#

Story of the Week#

A blowout US May jobs report fundamentally rewrote the macroeconomic narrative, demolishing hopes for imminent rate cuts and driving traders to fully price in a Federal Reserve rate hike by year-end. The sudden hawkish repricing sent tech stocks and Treasuries reeling, disrupting a massive, AI-fueled liquidity frenzy that had been defined by Alphabet’s historic $84.75 billion equity raise and SpaceX’s unprecedented $75 billion initial public offering.

Week 24 Summary

News
Federal Reserve, Geopolitics, Mergers and Acquisitions, Aviation, Cryptocurrency, Central Banks, Global Markets, Artificial Intelligence, Middle East Conflict, Initial Public Offerings, Interest Rates, Inflation, Oil Prices, Spacex, Iran Conflict, Us-Iran Relations, Monetary Policy

Bloomberg — Week of 2026-06-06 to 2026-06-12#

Story of the Week#

Global markets were whipsawed by the escalating military conflict between the US, Israel, and Iran, which drove US inflation to a three-year high of 4.2% and caused massive volatility in crude oil prices. However, President Donald Trump abruptly canceled further military strikes late in the week, signaling an imminent agreement to reopen the Strait of Hormuz ahead of the G7 summit and sparking major relief rallies across global equities.

Week 25 Summary

News
Spacex, Artificial Intelligence, Geopolitics, Central Banks, Us-Iran Relations, Monetary Policy, Donald Trump, Sports Business, Global Markets, Oil Markets, Federal Reserve, Mergers and Acquisitions, Us-Iran Peace Deal, Interest Rates, Oil Prices, International Trade, Uk Politics

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

Story of the Week#

The US and Iran signed a historic interim peace agreement, ending a four-month conflict and lifting a naval blockade that had choked the vital Strait of Hormuz. The pact—which grants Tehran sweeping financial incentives, including a $300 billion development fund, in exchange for a 60-day nuclear negotiating window—triggered a massive global market relief rally and sent oil prices plummeting. However, the initial optimism has already begun to fray, as efforts to secure a permanent nuclear agreement stalled amid escalating clashes in southern Lebanon.

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.