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June 11, 2026 - Middle East Calm, SpaceX Hype, and the Market’s Next Move
Markets are trying to price a rare combination: easing geopolitical risk in the Middle East, resilient risk appetite, and a fresh wave of excitement around private-market growth stories — including the growing buzz around a potential SpaceX IPO.
In this episode of Market Pulse, we break down what a Middle East peace premium could mean for oil, rates, equities, and broader cross-asset sentiment. We also look at why SpaceX remains one of the most important private companies in the world, how an eventual IPO could reshape the market narrative, and what investors should watch as liquidity…
The skinny
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