SpaceX Float Price Risks Being Driven Up by Index Funds Demand | The Pulse 6/10/2026

Watch on YouTube ↗  |  June 10, 2026 at 10:31  |  48:32  |  Bloomberg Markets
Speakers
Vasiliki Pachatouridi — Journalist, Capital.gr
Niccolo de Masi — Chairman & CEO, IonQ
Jack Neumark — Co-CEO, Fortress Investment Group

Summary

The Pulse discusses SpaceX IPO concerns over passive fund demand inflating prices, US-Iran military exchanges, and inflation expectations. BlackRock's fixed income head advocates short-duration bonds, European duration over US, and Brazil local debt. At SuperReturn, Fortress highlights real estate credit opportunities while Strategic Value Partners warns of private credit stress. IonQ's CEO outlines the company's quantum computing leadership and commercial scaling.

  • SpaceX IPO may face artificial price inflation from index-tracking fund demand
  • US strikes Iran after helicopter shoot-down; truce talks reportedly ongoing
  • BlackRock's Vasiliki Pachatouridi favors front-end bonds, European duration, and Brazil local debt
  • Fortress co-CEO Jack Neumark sees attractive real-estate credit but software private credit stress
  • SVP founder Victor Khosla warns of distressed private credit and sees opportunities in real economy assets
  • Anthropic CEO Dario Amodei argues the software industry will expand despite AI disruption
  • IonQ CEO Niccolo de Masi claims quantum advantage, predicts Q-Day by 2029, and touts revenue growth
  • ASML shares hit records but lag US semiconductor peers amid next-gen tool adoption concerns
Ideas
Vasiliki Pachatouridi Journalist, Capital.gr 10:10
Favor short-to-intermediate duration bonds
Record bond ETF flows and demand for income and resilience support staying in the short-to-intermediate part of the curve. Front-end rates remain elevated and cash is becoming a source of return, with investors focused on carry rather than spread compression.
Short-to-intermediate duration bonds MED
Vasiliki Pachatouridi Journalist, Capital.gr 12:56
Prefer European duration over US long duration
European government bonds are well bid and in demand; ECB rate cut is likely in September with inflation the primary driver. In contrast, US fiscal sustainability and inflation uncertainty make long-duration US Treasuries less attractive, so duration exposure is preferred in Europe over the US.
IGOV MED
Vasiliki Pachatouridi Journalist, Capital.gr 12:56
Prefer European duration over US long duration
European government bonds are well bid and in demand; ECB rate cut is likely in September with inflation the primary driver. In contrast, US fiscal sustainability and inflation uncertainty make long-duration US Treasuries less attractive, so duration exposure is preferred in Europe over the US.
US long-duration Treasuries MED
Vasiliki Pachatouridi Journalist, Capital.gr 13:36
Buy Brazil local currency sovereign debt
Brazil local currency sovereign debt offers the highest yields among sovereigns and is the only major economy expected to see rates go lower over the next 12 months, providing diversification and attractive carry.
Brazil local currency sovereign debt HIGH
Niccolo de Masi Chairman & CEO, IonQ 38:24
IonQ leads quantum computing commercially
IonQ is the first and largest public quantum computing company, with first-mover advantage, revenue scaling from seven to nine figures and aiming for ten figures. It is acquiring SkyWater to expand manufacturing capacity, published a shovel-ready blueprint, and sees Q-Day (quantum breaking encryption) as early as 2029, earlier than consensus, creating a large commercial and government demand pipeline.
IONQ HIGH
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This Bloomberg Markets video, published June 10, 2026, features Vasiliki Pachatouridi, Niccolo de Masi discussing Short-to-intermediate duration bonds, IGOV, US long-duration Treasuries, Brazil local currency sovereign debt, IONQ. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Vasiliki Pachatouridi, Niccolo de Masi  · Tickers: Short-to-intermediate duration bonds, IGOV, US long-duration Treasuries, Brazil local currency sovereign debt, IONQ