How the Iran Waiver Is Reshaping Global Oil Markets

On June 23, the US issued sweeping sanctions waivers on Iran oil, unlocking billions in revenue for Tehran. Lucas and Luna dive into what this means for global crude markets, the weakening dollar, and emerging-market currencies. They discuss why the dollar trade-weighted index is rising even as the euro and yen strengthen, and how the Iran deal could reshape supply chains in the Middle East. Specific data points include the dollar index at 120.4, yen at 161.4 per dollar, and the 1.9% weekly drop in the S&P 500. A focused look at one of the biggest economic policy shifts of June 2026. #IranOilWaiver #USIranDeal #GlobalOilMarkets #CrudeOil #TradeWeightedDollar #DollarIndex #YenPerDollar #EuroDollar #SanctionsWaiver #MiddleEastSupplyChains #EnergyPolicy #GeopoliticalRisk #EmergingMarkets #EEM #FXI #EWY #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo