SpaceX, SpaceX, SpaceX (and an Iran deal)

What this episode covers

SpaceX, SpaceX, SpaceX — and an Iran deal. The world's largest IPO closed up 19.2% at $160.95, valuing SpaceX at $2.1 trillion and making Elon Musk the world's first trillionaire. But overnight the bigger story landed: Pakistan's PM confirmed the U.S. and Iran have reached a peace deal, with a signing ceremony set for June 19 in Switzerland. Oil crashed to $81 WTI on futures as markets priced in the Strait of Hormuz reopening. We break down the SpaceX lockup schedule and when insiders can sell, the draft MoU terms including $25B in unfrozen Iranian assets, what the Iran deal really means for inflation and the Fed, and why Kevin Warsh's first FOMC meeting just got a lot easier. Plus: Intel double-upgraded by BofA, Adobe's CFO exit, Anthropic's AI export restrictions, and Australia's Senate CGT inquiry kicking off today. ASX set for a strong open — energy the exception.

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How long is this episode of MPC Markets Morning Call?

This episode is 12 minutes long.

When was this MPC Markets Morning Call episode published?

This episode was published on June 14, 2026.

What is this episode about?

SpaceX, SpaceX, SpaceX — and an Iran deal. The world's largest IPO closed up 19.2% at $160.95, valuing SpaceX at $2.1 trillion and making Elon Musk the world's first trillionaire. But overnight the bigger story landed: Pakistan's PM confirmed the...

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