Anticipation Builds

Markets start to look past the Iran conflict.

London | Brisbane. 1 June 2026.

With oil back in the $80/90s depending on which flavour you prefer, markets have started to look at what happens next. Cuba? Interest rate hikes? Interest rate cuts? Gold revaluation? And the next FED meeting on June 1, with Kevin Warsh chairing the FOMC for the first time, will be the first glimpse into the future.

On Friday stock markets hit all time highs yet again, and with a whole host of IPOs lining up in the next month or two, especially SpaceX due June 12, Wall St has a good reason to keep the market running hot. OpenAI, Anthropic, Databricks, Lime, Strava, Canva and maybe Kraken are also in the pipeline. Wall St will have a lot of shares to push out to the market.

The magnificent 7 have driven markets higher by a continuous buy-back policy for the last 5 years. That playbook has been extended by the hyperscalers and the circular AI funding routine. But now it’s time for a flood of share offerings to hit the market. Iran is in the rear view mirror, the price of oil is falling, and along with it inflation will subside. A new FED chair is poised to cut rates as instructed by the President.

One thing is for sure, when all those shares hit the markets Wall St won’t be left holding the bag. All the stops will be pulled out to ensure that those shares have been sold before insiders get to start selling after the lockup period has ended. What could go wrong?

Ian Reynolds: Trader & Investor | Former Bank Foreign Exchange Market Maker | Early investor in Bitcoin & Tech Founder. Helping investors understand the radical changes coming in macroeconomics and geopolitics.

Suberia Capital: Special situations investing for high net worth individuals.