US‑Iran Deal Promises De‑Escalation, Fuels Risk‑On Turn | Insight with Haslinda Amin 06/15/2026

Watch on YouTube ↗  |  June 15, 2026 at 06:23  |  50:03  |  Bloomberg Markets
Speakers
Muhammad Aurangzeb — Finance Minister of Pakistan
Ruth Crowell — CEO, London Bullion Market Association
Rebecca Liebert — President and CEO, Lubrizol Corporation
Dara Conduit — Senior Lecturer in Political Science, University of Melbourne

Summary

The interim US-Iran deal to end hostilities and reopen the Strait of Hormuz triggered a relief rally across risk assets and a drop in oil. Pakistan's finance minister highlighted the benefits of lower oil for his country's growth, while the LBMA CEO argued gold's structural appeal as a reserve asset remains intact. Separately, base oil supply chains remain severely disrupted, signaling continued price pressure.

  • US and Iran agree to ceasefire and reopening of Strait of Hormuz, with formal signing expected June 19.
  • Oil prices plunge, while Asian equities, bonds, and gold rally.
  • Pakistan Finance Minister sees significant economic upside from lower oil prices, with GDP growth and inflation improving.
  • Political science expert warns deal is fragile, fraught with implementation risks and Israeli spoiler potential.
  • LBMA CEO insists gold's structural demand from central banks and de-dollarization will persist despite geopolitical easing.
  • Lubrizol CEO says base oil supply remains extremely tight, recovery will take months, highlighting commodity shortage.
Ideas
Muhammad Aurangzeb Finance Minister of Pakistan 18:51
Pakistan economy set to outperform on peace deal.
The US-Iran peace deal and reopening of the Strait of Hormuz will lower oil prices, reducing Pakistan's import bill and removing inflationary pressure. This creates significant upside for GDP growth, lower inflation, lower interest rates, and stronger FX reserves in the next fiscal year. Additionally, remittance and investment flows are rising steeply, improving the economic outlook.
Pakistan MED
Ruth Crowell CEO, London Bullion Market Association 35:44
Gold demand structurally rising as reserve asset.
Gold has evolved beyond a safe haven into a critical global reserve asset. Central bank buying is at record levels due to de-dollarization and gold's status as no-one's liability. Central bankers increasingly prefer gold over U.S. Treasuries as a portfolio diversifier, driven by concerns over central bank independence. This structural demand shift supports a sustained upward trend in gold prices.
GLD MED
Rebecca Liebert President and CEO, Lubrizol Corporation 44:31
Base oil shortage to persist for months.
The conflict has caused severe disruption in base oil supply, with 40% of certain grades coming from the Middle East and currently in very short supply. It will take 60 days to six months or more for supply chains to normalize, keeping base oil markets tight. This supply shortage is likely to keep prices elevated.
Base oil MED
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This Bloomberg Markets video, published June 15, 2026, features Muhammad Aurangzeb, Ruth Crowell, Rebecca Liebert discussing Pakistan, GLD, Base oil. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Muhammad Aurangzeb, Ruth Crowell, Rebecca Liebert  · Tickers: Pakistan, GLD, Base oil