🔥🇺🇸 SpaceX shares rose 20% on the second day of trading. The company's market cap reached $2.5 trillion.

🇺🇸 SpaceX does not intend to publish quarterly or annual financial reports or other material news through electronic distribution services. The company will disclose material information to the public primarily on the investor relations page of its X account — SEC filing

📬📊🗓 CALENDAR FOR TODAY — 2026.06.16

🌎 G7 leaders summit in France — Day 2
🇨🇳 China — Industrial Production (May) — 05:00 MSK
🇯🇵 Japan — Central Bank Rate Decision — 06:00 MSK
🇩🇪 Germany — ZEW Economic Sentiment (June) — 12:00 MSK
🇪🇺 Eurozone — ZEW Economic Sentiment (June) — 12:00 MSK
🇺🇸 US — ADP Nonfarm Employment (weekly) — 15:15 MSK
🇺🇸 US — Housing Starts (May) — 15:30 MSK
🛢️ US Oil — API Inventory Report — 23:30 MSK

🇷🇺 $INCB Inkab Holding — IPO book opens (book closes June 23, trading starts June 24) + IPO presentation on Moscow Exchange

🇷🇺 $LENT Moscow Exchange launches futures on Lenta shares

🇺🇸 $SPCX CBOE to launch options on SpaceX shares

🇷🇺 Annual General Meeting on dividends: $RASP

🇷🇺 Last day with dividends: $LSNG

Notable earnings:
🇷🇺 $HNFG Henderson — Operating results 5M 2026

💱 USDCNY = 6.76
USDTRUB = 75.60

🔥🇯🇵 JAPAN — BOJ RATE = 1% (EST. 1% / PREV. 0.75%)

Bank of Japan raises interest rates to the highest level since 1995

❗️🇨🇳 China industrial production (May)
YoY = +4.5% (exp. +4.4% / prev. +4.1%)
YTD YoY = +5.4% (prev. +5.6%)

China's economy continued to slow in May, with retail sales declining for the first time in 3 years

⚠️🇬🇧🇷🇺 UK EXPANDS SANCTIONS AGAINST RUSSIA

Starmer announced new energy sanctions against Russia at the G7 summit.

The new package targets Russia's "shadow fleet." Restrictions are also being introduced against financial networks used to circumvent sanctions. Measures will also include an embargo on several vessels carrying sanctioned Russian liquefied natural gas. — Politico

🔥🛢️🇮🇷 Ship traffic activity in the Strait of Hormuz is beginning to increase. Iranian tankers and cargo ships have started passing through the US naval blockade zone — TASNIM

Iranian oil vessels have begun passing through the US blockade zone — FARS

🦠 Ebola virus will spread from Africa to Europe within a month with 90% probability, Japanese scientists forecast

🇷🇺🛢️ LUKOIL may acquire the former TotalEnergies lubricants plant. Analysts estimate the asset's value at 1.5–2 billion rubles — Ъ

⚠️✴️ Social media discussions are growing about Avalanche blockchain falling behind — both in development activity and user network activity amid sharply increased competition — Santiment

The same is currently happening with Cardano (#ADA)

🔥🇦🇺 AUSTRALIA — RBA RATE = 4.35% (exp. 4.35% / prev. 4.35%)

RBA: inflation upside risks remain, RBA ready to hike if necessary

🇪🇺 The European Union has begun developing a mechanism to limit the veto rights of new EU members — Politico

"If a new member state follows the rules, nothing will happen. If it does not follow the rules, the safeguard mechanisms will bite hard, and that is exactly the system we are building," — EU Commissioner Kos stated

🇷🇺 Russia's Ministry of Finance intends to reduce the share of government mortgage programs to 25–30% by 2030. At the start of the year, subsidized mortgages accounted for around 90% of new-build mortgage issuances. — Известия

📈🇯🇵 NIKKEI > 70,000 for the first time in history

🇷🇺 The Middle East conflict has contributed to narrowing discounts on Russian coal in certain markets. — Ъ

⚠️🇨🇳 China's real estate sector stocks have fallen back to levels seen before the 2024 economic stimulus measures were introduced, signaling persistent pessimism toward the sector. — BBG

*Real estate accounts for more than 25% of China's GDP. Weakness in this sector raises concerns about the broader Chinese economy.*

🇨🇳 DeepSeek raised a record $7B in its latest funding round — The Information

⚠️🛢️ Investment banks are starting to cut their oil price forecasts amid the US-Iran deal and the expected reopening of the Strait of Hormuz — BBG

Wall Street's biggest banks are cutting their oil-price forecasts for the coming quarters, as optimism grows over a revival of Middle East crude output following an interim deal to reopen the Strait of Hormuz.

———————————
It cannot be ruled out that the massive oil market deficit caused by the closure of Hormuz could theoretically even turn into a surplus. This would threaten further price declines down to the year's lows — or potentially even lower. — experts

🇺🇦🇪🇺 Ukraine intends to align its banks and insurers with EU rules by 2028, the central bank governor said. — RTRS

🛢️ MARKET CONSENSUS, based on comments from shipping companies and military sources:

Restoring full transit through the Strait of Hormuz will take "several weeks," provided the peace agreement proceeds as planned