Markets Rally as Investors Weigh Inflation, the Fed and SpaceX IPO

Published on June 17, 2026

Markets returned to positive territory for the week, with the turning point occurring Thursday after the announcement of a potential deal with Iran that would extend the ceasefire while reopening the Strait of Hormuz for the first time since February 27.

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Peace Prospects, Inflation Pressures, and SpaceX’s Historic IPO Drive Markets

June 17, 2026
The Iran conflict, inflation reports, and the largest initial public offering of all time each took its turn in the spotlight last week. The fragile ceasefire with Iran looked ready to collapse after Iran shot down a U.S. Apache helicopter, and the U.S. retaliated with strikes on Iran.

How Large Is Private Credit’s Total Addressable Market, Really?

June 17, 2026
One of the most debated topics in private credit is the size of the investment opportunity – or, in industry parlance, the total addressable market (TAM). But the way TAM is typically framed can be misleading.