Trump: No Strikes As Iran Deal Close; Historic SpaceX IPO | Horizons Middle East & Africa 06/12/2026

Watch on YouTube ↗  |  June 12, 2026 at 06:39  |  45:55  |  Bloomberg Markets
Speakers
Ed Ludlow — Co-Host, Bloomberg Technology
Ayesha Tariq — Co-Founder, Macrovisor
Maribel Lopez — Principal Analyst, Lopez Research
Bruce Richards — CEO, Chairman, and Founder, Marathon Asset Management
Winnie Hsu — Bloomberg Reporter (Asia Markets)

Summary

Markets surged on hopes of an imminent US-Iran deal, pushing oil lower and lifting risk assets ahead of SpaceX’s record $75B IPO. Guests analyze SpaceX’s investment appeal across equity, credit and AI narratives, while flagging headwinds from hawkish central banks and geopolitical risks. The show also covers UAE-Iran diplomacy, East African fiscal plans, and chip-sector momentum.

  • Trump claims Iran deal is close, prompting oil decline and risk-on rally in Asian equities.
  • KOSPI surges over 8% among volatile AI-driven moves; SK hynix gains on leveraged flows and SpaceX optimism.
  • SpaceX’s historic IPO raises $75B at $135/share, with massive retail demand and expectations of a strong debut pop.
  • Ed Ludlow notes supply scarcity and institutional disappointment as catalysts for SpaceX’s first-day trade.
  • Ayesha Tariq predicts a successful SpaceX IPO on the Musk factor, but cautions hawkish central banks will weigh on equities.
  • Bruce Richards sees SpaceX as a clear investment-grade credit with zero net debt and immense cash generation.
  • Maribel Lopez positions SpaceX as an AI satellite winner and NVIDIA as a direct beneficiary of the coming agentic AI wave.
  • Geopolitical tensions make U.S. Treasuries the first victim; UAE-Iran meeting signals potential de-escalation.
Ideas
Ed Ludlow Co-Host, Bloomberg Technology 11:38
Massive oversubscription could drive SpaceX pop.
SpaceX's IPO was massively oversubscribed with $100B in retail orders and institutional disappointment, creating a favorable supply-demand dynamic for the stock's debut; many are bullish on the timeline for SpaceX's future space and satellite businesses.
SPCX MED
Ayesha Tariq Co-Founder, Macrovisor 17:27
Hawkish central banks weigh on equities.
Central banks turning hawkish (ECB already hiked, BOJ expected next week) will start to weigh on equities as inflation becomes entrenched and energy shock persists, challenging lofty valuations.
SPY MED
Ayesha Tariq Co-Founder, Macrovisor 19:48
Geopolitical tensions hit Treasuries first.
In geopolitical crises, bond markets are always the first victim due to quick transmission; ongoing Middle East tensions will first hit U.S. Treasuries, causing them to sell off.
TLT MED
Winnie Hsu Bloomberg Reporter (Asia Markets) 26:04
Liquidity overhang easing lifts SK hynix.
Optimism around SpaceX IPO and the lifting of pre-IPO liquidity overhang will boost sentiment for South Korean tech stocks like SK hynix, which also benefit from leveraged ETF flows amplifying moves.
000660.KS LOW
Maribel Lopez Principal Analyst, Lopez Research 30:17
Agentic AI expansion boosts NVIDIA demand.
The next big AI wave is agentic AI, which requires massive compute tokens; NVIDIA is positioned to benefit directly from continued growth in this compute demand.
NVDA MED
Bruce Richards CEO, Chairman, and Founder, Marathon Asset Management 42:37
SpaceX debt is solid investment grade.
SpaceX is clearly an investment grade credit with a $1.77T market cap against only $20B of debt and over $80B cash, resulting in zero net debt; strong cash flow generation makes the debt highly attractive and further debt issuance will be easily absorbed.
SpaceX Debt HIGH
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This Bloomberg Markets video, published June 12, 2026, features Ed Ludlow, Ayesha Tariq, Winnie Hsu, Maribel Lopez, Bruce Richards discussing SPCX, SPY, TLT, 000660.KS, NVDA, SpaceX Debt. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ed Ludlow, Ayesha Tariq, Winnie Hsu, Maribel Lopez, Bruce Richards  · Tickers: SPCX, SPY, TLT, 000660.KS, NVDA, SpaceX Debt