MONDAY, JUNE 15, 2026 — U.S. and Iran strike interim peace deal, Strait of Hormuz to open Friday; Nvidia plans first bond sale since 2021, raising $20B, shares +3.5%; Ex-Fed VC Ferguson warns of possi

The U.S.-Iran peace pact defuses the Strait of Hormuz flashpoint. Gold jumps 2% as haven demand churns, while crude futures slip on vanishing supply-risk premium. Pakistan’s PM says deal includes Lebanon. Indian Sensex surges 736 pts, Nifty nears 24,000. Nvidia kicks off its first high-grade bond offering since 2021, aiming for at least $20B to fuel AI expansion beyond data centers. $NVDA +3.5%, analysts see 46% upside; Sequoia’s Maguire calls it the SpaceX of three years ago. Semi peers $AMD, $AVGO, $MRVL, $INTC in play. Chicago Fed Nat’l Financial Conditions index eases to -0.506, still loose. Former VC Ferguson says he wouldn’t be surprised by a rate hike this year. After Chair Warsch’s first meeting, market expectations for rate cuts have sharply reset — the curve has shifted. Risk-on Monday: Geopolitical détente and AI-fueled debt appetite duel with resurgent hawkish Fed chatter. This week’s compass points to Friday’s peace-signing ceremony, NVDA bond pricing, and a parade of F

The U.S.-Iran peace pact defuses the Strait of Hormuz flashpoint. Gold jumps 2% as haven demand churns, while crude futures slip on vanishing supply-risk premium. Pakistan’s PM says deal includes Lebanon. Indian Sensex surges 736 pts, Nifty nears 24,000.