Ceasefire, SpaceX, Supply Strain

A fragile U.S.-Iran deal just took a chunk out of oil's war premium, but the physical market still isn't normal. At the same time, SpaceX has hit public markets with the kind of capital gravity that can move everything around it.Iran ceasefire frameworkHormuz reopening and oilEnergy equities and the FedSpaceX hits the marketIndex flows and derivative pressureSpaceX valuation and AI build-outChips, memory, and export controlsOther deals and domestic signalsCross-asset watchlistThis podcast was created with Podkey. Make your own at https://podkey.fm