KYHBKO
06-22
From my friend “Tiger Capital Research”
Morning Brief | Overnight Important Developments on June 22

1. The first round of US-Iran negotiations did not discuss the issue of Iran's nuclear program;
2. The probability of the Federal Reserve keeping interest rates unchanged in July is 61.5%;
3. Trump said the US might collect 20% of the oil revenue in the Middle East;
4. Canton Strategic launched a $50 million stock buyback plan;
5. Bitfinex report: Bitcoin shows a market structure of "selling pressure paused but buying interest unconfirmed";
6. Forbes: Funds from crypto super PACs have started pouring into the 2026 US primary elections;
7. The Iranian delegation has left the negotiation venue, but negotiations with the US are still continuing through intermediaries.

$Cboe Volatility Index(VIX)$
$Vanguard S&P 500 ETF(VOO)$
US-Iran Conflict | Hormuz Blocked Again, Can Trump Meeting Help Sustain Market Momentum?
Trump said he is willing to meet senior Iranian leaders if talks make a “breakthrough,” while a U.S. delegation including JD Vance was reported to be heading to Islamabad on April 20. At the same time, Reuters reported shipping through Hormuz was near a standstill, with only three vessel crossings in 12 hours, and broader markets opened under pressure as oil jumped. So which signal matters more now — diplomacy restarting, or the fact that the world’s key oil chokepoint is still barely moving? Is this 4% oil spike just headline panic, or the start of a deeper risk-off move for equities?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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