Jun 18, 2026
Brent fell toward March lows after the U.S.-Iran interim deal, but equities slipped as Warsh's Fed kept rate-hike risk alive and shifted the market's pressure point from oil to policy.
Jun 17, 2026
Brent fell below $80 as markets priced Iranian supply and lower inflation risk, but Fed guidance and verified oil flows now decide whether the rally can keep broadening.
Jun 16, 2026
Brent fell to three-month lows as markets priced returning Hormuz supply, helping equities broaden beyond AI while central-bank risk kept the relief trade from becoming unconditional.
Jun 15, 2026
Stocks rallied and oil fell after a preliminary U.S.-Iran agreement, but the market still needs confirmed Strait of Hormuz flows before the relief trade becomes durable.
Jun 12, 2026
Stocks rallied as Brent fell to two-month lows on U.S.-Iran deal hopes, but the relief trade still needs a confirmed Hormuz reopening and normalised shipping flows.
