Farkas sees the Iran MoU as a near-term win for the U.S. if blockades are removed first, but warns the nuclear deal in 60 days is ambitious. She notes Netanyahu's incentives to prolong conflict and doubts U.S. can force Ukraine peace unless Trump recognizes Russia is losing.
Yields
implicit
RUT
implicit
Metals
USD
McCain Institute
2.5
Nonprofit Organization
Evelyn Farkas 7.5
Nonprofit Organization
Evelyn Farkas 7.5
6/15/2026 11:00:17 PM
ndx
Farkas describes the MoU as a win for the U.S., which should boost risk appetite and tech stocks.
wti
Farkas sees the MoU as a near-term win that should reopen the Strait, implying oil supply increases and prices decline initially.
McNally expects Strait reopening to take through end of month; oil inventories are at multi-year lows and will be drawn further before meaningful supply returns. He sees Brent potentially spiking above $100 in July-August due to pent-up Asian demand and stock rebuilding.
Yields
NDX
RUT
explicit
Metals
USD
Rapidan Energy Group
1.0
Industry Research Firm
Bob McNally 9.0
Industry Research Firm
Bob McNally 9.0
6/15/2026 11:00:17 PM
wti
If Hormuz gets disrupted longer through July or August, oil prices would have to do severe damage to the economy—mid to high $100 price
Davis sees the Iran deal giving Trump leverage at G7; he can ask European allies to share burden in Gulf. He interprets Lindsey Graham's statement as trying to restore congressional power and positioning JD Vance for 2028.
Yields
NDX
RUT
Oil
Metals
USD
Stonecourt Capital
7.5
Hedge Fund
Rick Davis 6.5
Hedge Fund
Rick Davis 6.5
6/15/2026 11:00:17 PM
Shannon argues Trump has a long way to mend European relations after breaking alliance norms. She sees the MoU as capitulation to Iran since none of Trump's original war aims were achieved, and views Vance being handed this as politically bad for him.
Yields
NDX
RUT
Oil
Metals
USD
Harvard
8.0
University
Jeannie Shannon 6.0
University
Jeannie Shannon 6.0
6/15/2026 11:00:17 PM