Monday, June 15, 2026 | US and Iran agree to end war, sign peace deal Friday; Strait of Hormuz to reopen. Gold jumps 2%. NVDA to raise $20B via bond offering.

The US-Iran agreement, brokered with Pakistan’s PM confirming Lebanon’s inclusion, ends months of conflict. Trump says Hormuz opens Friday, a move set to restore a critical oil transit chokepoint. Macro jitters resurface: former Fed Vice Chair Ferguson warns he “wouldn't be surprised to see a rate hike” this year. The first Fed meeting under Warsh has already shifted market bets away from near-term cuts. NVIDIA taps debt markets for at least $20B as analyst price targets signal 46% upside. Sequoia’s Maguire likens holding NVDA to early SpaceX. A server marketplace startup just raised $100M at an $800M valuation. Gold’s 2% gain on peace-deal headlines defies the usual risk-on playbook, signaling lingering inflation or haven demand. Fitch affirms China’s A rating, offering a steady backdrop for HK-linked risk. Investor takeaway: The Hormuz reopening relieves energy-supply risk, but Ferguson’s hawkish jab and shifting Fed expectations inject new uncertainty. Tech strength, led by NVDA

The US-Iran agreement, brokered with Pakistan’s PM confirming Lebanon’s inclusion, ends months of conflict. Trump says Hormuz opens Friday, a move set to restore a critical oil transit chokepoint.