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 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.

2026-07-10

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.

2026-05-14

News
Us-China Relations, Artificial Intelligence, Uk Politics, Monetary Policy, Global Markets
Sources

Bloomberg — 2026-05-14#

Lead Story#

President Donald Trump’s high-stakes summit with Chinese President Xi Jinping in Beijing yielded a mix of lavish pageantry, transactional progress, and blunt geopolitical warnings. While the leaders struck an upbeat tone on trade—highlighted by China’s agreement to buy 200 Boeing Co. jets and discussions to boost US agricultural and oil exports—Xi explicitly warned Trump that mismanagement of the Taiwan issue could lead to “clashes” and remains a highly dangerous risk.

2026-06-19

News
Geopolitics, Global Markets, International Trade, Mergers and Acquisitions, Uk Politics
Sources

Bloomberg — 2026-06-19#

Lead Story#

A sweeping US-Iran interim peace agreement has prompted the lifting of a months-long naval blockade, spurring a sudden surge of Iranian crude shipments out of the Persian Gulf even as Tehran asserts new tolling rules for the Strait of Hormuz. Despite initial market relief, efforts to secure a permanent nuclear agreement have stalled; Iran delayed the start of negotiations amid worsening clashes in southern Lebanon, prompting US Vice President JD Vance to postpone a planned trip to Switzerland for face-to-face talks.

2026-06-22

News
Us-Iran Relations, Uk Politics, Artificial Intelligence, Mergers and Acquisitions, Federal Reserve
Sources

Bloomberg — 2026-06-22#

Lead Story#

The global energy market is undergoing a seismic shift as the US and Iran cite “major progress” in high-level peace talks in Switzerland, prompting Washington to waive key sanctions and temporarily reopen the US market to Iranian crude for the first time in 35 years. The breakthrough has accelerated oil flows through the Strait of Hormuz and sparked a wave of bearish bets from hedge funds, significantly easing global inflation fears.