Markets Shift Focus From SpaceX to Iran, Fed | Open Interest 6/15/2026

Watch on YouTube ↗  |  June 15, 2026 at 17:40  |  1:27:17  |  Bloomberg Markets
Speakers
Jay Hatfield — CEO, Infrastructure Capital Management
Stephanie Guild — Chief Investment Officer, Robinhood
Sheila Kahyaoglu — Senior Airlines Equity Research Analyst, Jefferies
Rebecca Patterson — Senior Fellow at the Council on Foreign Relations, former Chief Investment Strategist at Bridgewater Associates
Melvin — AI Writer / PRO Analyst, Milk Road
Matt Miller — Anchor, Bloomberg

Summary

Stocks surge and oil plunges after the US and Iran strike a tentative deal to reopen the Strait of Hormuz. Infrastructure Capital Advisors CEO Jay Hatfield lifts his year‑end S&P 500 target to 9,000, citing easing inflation and a forecast‑driven Fed. Other guests argue for healthcare, full‑service airlines, long‑term energy infrastructure, and copper, while SpaceX’s record IPO fuels space‑economy enthusiasm.

  • US and Iran agree to a memorandum of understanding to reopen the Strait of Hormuz, lifting the naval blockade and aiming to formalize a deal by Friday.
  • S&P 500 rallies 1.5% and Nasdaq gains 2.7%, moving within points of record highs, while Brent crude drops more than 5%.
  • Jay Hatfield raises his S&P 500 target to 9,000, forecasting lower 10‑year yields, easing inflation, and upside earnings risk.
  • Robinhood’s Stephanie Guild likes the lagging healthcare sector to catch up as AI drives the application layer.
  • Jefferies analyst Sheila Kahyaoglu names Delta and United as top airline plays benefiting from lower fuel costs and less competition.
  • Rebecca Patterson recommends long‑term energy infrastructure as nations invest to secure supply chains after the Strait crisis.
  • Ivanhoe Electric CEO Taylor Melvin sees copper supported by global demand growth and US policy attention on domestic mining.
  • SpaceX shares extend post‑IPO gains, spotlighting the broader space economy and infrastructure providers like Redwire.
Ideas
Jay Hatfield CEO, Infrastructure Capital Management 14:11
S&P 500 to 9,000 on lower yields
Year-end S&P 500 target raised to 9,000, driven by three factors: lower oil prices after the US-Iran deal easing inflation; a new Fed chair (Kevin Warsh) who will use forecasting models instead of being data-dependent and will adjust inflation measures lower; and a drop in 10‑year yields toward 4% that justifies a higher equity multiple as earnings estimates have already risen 12% this year. The risk is all to the upside, and the market is in an earnings explosion unlike the dot-com era.
SPY HIGH
Stephanie Guild Chief Investment Officer, Robinhood 28:44
Health care benefits from AI application layer
Health care is a lagging sector that should benefit from the broader AI theme as the market moves toward the application layer, with Eli Lilly as a standout performer. The sector is one of the few still down year-to-date, offering catch-up potential.
XLV MED
Sheila Kahyaoglu Senior Airlines Equity Research Analyst, Jefferies 36:33
Delta and United dominate airline upside
Delta and United are the best ways to play the US airline industry because the removal of irrational low‑cost carriers when oil was high makes these two network carriers the main beneficiaries; they can continue to raise ticket prices while a drop in jet fuel costs further boosts margins. American is a far third and not preferred.
DAL UAL HIGH
Rebecca Patterson Senior Fellow at the Council on Foreign Relations, former Chief Investment Strategist at Bridgewater Associates 49:32
Long‑term energy infrastructure builds security
Regardless of short‑term oil price moves, the US‑Iran deal reinforces a longer‑term shift: countries will spend heavily to secure energy supply chains and build new infrastructure. Energy infrastructure is therefore a high‑certainty, long‑term investment that should outperform.
PAVE HIGH
Melvin AI Writer / PRO Analyst, Milk Road 80:54
Copper benefits from peace and structural demand
Copper prices benefit from the global economic boost of a peace deal and from structural demand tied to electrification, infrastructure, and AI buildout. The US administration’s focus on domestic supply‑chain security adds further support, and the price trajectory remains positive.
COPPER MED
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This Bloomberg Markets video, published June 15, 2026, features Jay Hatfield, Stephanie Guild, Sheila Kahyaoglu, Rebecca Patterson, Melvin discussing SPY, XLV, DAL, UAL, PAVE, COPPER. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jay Hatfield, Stephanie Guild, Sheila Kahyaoglu, Rebecca Patterson, Melvin  · Tickers: SPY, XLV, DAL, UAL, PAVE, COPPER