No Data
Express News | According to documents from Brazil's oil regulator, ANP, approval has been granted to disburse 740 million reais to Petrobras as the first installment of the diesel subsidy program.
Express News | Reports indicate that the United States will allow Iran to immediately resume oil export sales.
Iran’s ceasefire is merely an appetizer; three major risks still loom over the market.
U.S.-Iran peace talks have driven oil prices lower, temporarily easing geopolitical risks. According to Bloomberg strategist Jan-Patrick Barnert, market attention is now shifting to three new sources of pressure: Warsh’s first FOMC meeting may deliver a hawkish signal, direct U.S. intervention in the AI industry, and an IPO wave led by SpaceX. Brian Garrett of Goldman Sachs’ trading desk noted that the recent rebound in U.S. equities has been primarily driven by short-covering, with long investors yet to genuinely enter the market, leaving its foundation still fragile.
Petrobras Sets June 22 Payout for Adjusted Q4 2025 Shareholder Remuneration
Drawing ever closer, yet still failing to materialize! Morgan Stanley: The probability of a U.S.-Iran deal falling through is as high as 70%.
The U.S.-Iran conflict appears to be just one step away from resolution but continues to elude a final conclusion. A recent JPMorgan report warns that negotiations remain stuck in a state of 'perpetually approaching but never signing,' with only a 10% probability of an actual agreement being reached.
Oil prices may fall toward $70! JPMorgan: Global equity rotation is set to resume.
With a peace agreement between the U.S. and Iran imminent, JPMorgan strategist Ward expects oil prices to potentially drop to $70 in the coming weeks. She believes sustained downward pressure on oil prices would reignite the market rotation previously interrupted, providing tailwinds for equities; meanwhile, lower oil prices could create room for central banks to cut interest rates, offering additional support to stock valuations.