Stocks & Bonds Rally, Oil Falls after US and Iran Agree to Interim Deal | Bloomberg Brief 6/15/2026

Watch on YouTube ↗  |  June 15, 2026 at 11:19  |  42:56  |  Bloomberg Markets
Speakers
Sam Riggall — CEO, Sunrise Energy Metals
Kelsey Berro — Fixed Income Portfolio Manager, JPMorgan Asset Management
Ven Ram — Markets Live Reporter/Strategist, Bloomberg
Neil Campling — Tech/TMT Analyst
Oliver Crook — Chief European Correspondent, Bloomberg

Summary

The video covers the market relief rally following a US-Iran interim deal to reopen the Strait of Hormuz. Oil prices fell sharply, while global equities and bonds rallied. Guests discuss implications for central bank decisions, rare earth supply chains with the CEO of Sunrise Energy Metals, and AI regulation. The main trade takeaways are potential further bond gains and opportunities in rare earth miners.

  • US and Iran agree to an interim deal to end the war and reopen the Strait of Hormuz, sending oil prices to three-month lows.
  • Global stocks rally, with the S&P 500, Nasdaq 100, Russell 2000, European Stoxx 600, KOSPI, and DAX all gaining strongly.
  • Bonds rally on lower energy prices and expectations the Fed will hold rates and remove the easing bias under new Chair Kevin Warsh.
  • Scandium rare earth miner Sunrise Energy Metals benefits from US policy support, Chinese export controls, and demand from AI and semiconductors.
  • G7 summit in France focuses on reducing critical mineral dependency on China and post-war architecture in the Strait of Hormuz.
  • Anthropic is ordered by the US government to disable advanced AI models for foreign nationals after a jailbreak incident.
  • SpaceX continues a strong post-IPO performance with shares higher premarket, Robinhood benefits from record traffic.
  • Central bank decisions this week: BOJ expected to hike, Fed likely to hold, BOE and ECB may deliver one more rate hike.
Ideas
Sam Riggall CEO, Sunrise Energy Metals 14:46
Scandium supply chain security boosts Sunrise Energy
Sunrise Energy Metals holds one of the highest-grade scandium deposits globally; scandium is critical for semiconductors, solid oxide fuel cells powering AI infrastructure, and advanced defense alloys; China controls 88% of global scandium supply with extreme export controls; the US-Australia rare earths deal and G7 focus on building sustainable Western supply chains provide strong policy support for the project, which is one of the most advanced critical minerals projects and aims to begin production in mid-2028.
Sunrise Energy Metals MED
Kelsey Berro Fixed Income Portfolio Manager, JPMorgan Asset Management 28:16
Long 10-year Treasuries into Fed relief rally
The US 10-year Treasury yield is too high relative to oil prices and the impending Fed decision; the Fed will hold rates, remove the easing bias, and signal future cuts in the dot plot, removing overpriced rate hike expectations, which will allow bonds to rally this week.
10-Year US Treasury MED
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This Bloomberg Markets video, published June 15, 2026, features Sam Riggall, Kelsey Berro discussing Sunrise Energy Metals, 10-Year US Treasury. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Sam Riggall, Kelsey Berro  · Tickers: Sunrise Energy Metals, 10-Year US Treasury