SpaceX Set for More Than 50% Jump in Just Three Sessions | The Pulse 6/16/2026

Watch on YouTube ↗  |  June 16, 2026 at 10:32  |  48:25  |  Bloomberg Markets
Speakers
Elise Badoy — Citi Head of EMEA Research
Jeff Currie — CSO Energy Pathways, Carlyle Group
Neil — Senior Strategist, Bloomberg

Summary

The episode covers the G7 summit and President Trump's claim that the Strait of Hormuz will fully reopen on Friday, despite skepticism from allies. SpaceX shares extend their surge, and the BOJ raises its key rate to 1%. Citi's EMEA Research Head sees modest upside in European equities from fiscal spending and AI adoption. Jeff Currie argues oil is oversold due to destocking and that oil drillers will benefit from the need to re-drill shut-in wells. The AIB CEO discusses Ireland's resilient economy, while jobs data suggests AI's labor-market impact is not yet visible.

  • G7 leaders seek clarity on the Iran deal and Ukraine peace process.
  • SpaceX continues rally as options trading debuts; borrow is unavailable.
  • Citi forecasts European equities to gain about 13% by mid-2027.
  • BOJ hikes benchmark rate to 1%, highest since 1995; markets react calmly.
  • China's consumer demand remains weak despite booming tech and chip exports.
  • Jeff Currie sees oil as oversold, citing destocking and pent-up demand.
  • Oil drillers rallied on expectation of a multi-month well re-drilling cycle.
  • AI impact on labor markets is not yet showing in UK payrolls or vacancies data.
Ideas
Elise Badoy Citi Head of EMEA Research 13:34
European stocks up 13% by mid-2027
European equities have around 13% upside by mid-2027 because the fiscal story is gradually unfolding, AI adoption is broadening beyond LLMs into physical AI and sectors like energy and medtech, and the ECB hiking cycle is ending, which is positive for risk assets.
VGK MED
Jeff Currie CSO Energy Pathways, Carlyle Group 37:59
Oil oversold, rebound ahead as destocking ends
Oil prices have fallen too much because consumers and physical players are aggressively destocking, believing a quick supply resumption is imminent. Financial markets are treating the Iran deal as a done deal, but the physical side is not changing behavior. Rebuilding supply will take months, wells will need re-drilling, and precautionary inventories are being drained, creating pent-up demand that should push prices higher.
WTI HIGH
Jeff Currie CSO Energy Pathways, Carlyle Group 41:04
Oil drillers benefit from well re-drilling
Oil drilling and service companies will benefit because shut-in wells need to be re-drilled to restore production, a process that will take months or years, similar to what happened after COVID shut-ins. The drillers rallied yesterday on that outlook.
OIH HIGH
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This Bloomberg Markets video, published June 16, 2026, features Elise Badoy, Jeff Currie discussing VGK, WTI, OIH. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Elise Badoy, Jeff Currie  · Tickers: VGK, WTI, OIH