Iran War: US Launches New Missile Strikes, Trump Threatens More Action | Daybreak Europe 6/11/2026

Watch on YouTube ↗  |  June 11, 2026 at 06:49  |  47:00  |  Bloomberg Markets
Speakers
Bloomberg Life — Bloomberg Life Strategist
Conroy — Bloomberg Reporter
Oscar de Bok — CEO, DHL Global Forwarding
Neil Campling — Tech/TMT Analyst
Oliver Crook — Chief European Correspondent, Bloomberg

Summary

The episode covers heightened Iran tensions after a second day of US missile strikes, pushing oil higher and global equities to a one-month low. Oracle's post-results slump highlights AI infrastructure capex worries ahead of the SpaceX IPO. The ECB is expected to deliver its first rate hike since 2023, while DHL's CEO sees sustained shipping disruption and Wizz Air is forecast to post worsening losses on elevated jet fuel costs.

  • US launches new strikes on Iran, oil rises above $93/barrel
  • Global stocks hit one-month low, S&P futures slightly higher after tech selloff
  • Oracle drops over 10% after-hours as data center capex overshadows AI growth
  • SpaceX IPO priced later today, seen as largest ever with strong oversubscription
  • ECB expected to raise rates for first time since 2023, prompting euro weakness and Bund confidence
  • DHL CEO says ocean freight rates will stay elevated due to prolonged Red Sea/Hormuz disruptions
  • Wizz Air earnings preview warns of worsening losses on high jet fuel costs and fading hedges
  • European integration steps such as defense loans and capital markets union seen as modest progress
Ideas
Bloomberg Life Bloomberg Life Strategist 9:57
US equities overvalued, correction imminent.
Broadcom's disappointing earnings marked a big turning point, revealing that tech valuations are stretched beyond repair. With high-profile IPOs (SpaceX, Anthropic, OpenAI) absorbing attention, markets oscillate between exuberance and depression. Once the IPO frenzy passes, overvaluations will correct and markets will cycle into a more sustainable orbit, implying a significant pullback in US equities.
SPY MED
Bloomberg Life Bloomberg Life Strategist 11:57
Euro to weaken further.
The euro has tumbled since the Iran war, reflecting a terms-of-trade shock. The ECB will cut its growth estimate, which will weigh further on the euro. Combined with the central bank's cautious stance, the euro is set to weaken.
EUR/USD MED
Bloomberg Life Bloomberg Life Strategist 12:36
German bunds rally on ECB credibility.
The ECB is credible on inflation: under its own growth scenario, inflation is projected at 3.6%. The bank truly targets 2% and does not tolerate higher readings like the Fed or BOE. This commitment will keep inflation under control, sending a clear signal of confidence to German bondholders.
German 10-year Bund HIGH
Conroy Bloomberg Reporter 40:51
Wizz Air losses to worsen.
Wizz Air was already struggling with cost inflation, grounded planes, and high maintenance costs before the Iran war. The conflict has kept jet fuel elevated, and hedging protection will roll off after summer. With 20% capacity growth, the airline will struggle to pass on higher fuel costs, causing losses to worsen in fiscal 2027.
WIZZ MED
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This Bloomberg Markets video, published June 11, 2026, features Bloomberg Life, Conroy discussing SPY, EUR/USD, German 10-year Bund, WIZZ. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Bloomberg Life, Conroy  · Tickers: SPY, EUR/USD, German 10-year Bund, WIZZ