π° Hourly Briefing | 2026-06-16 19:00 CST
SpaceX to acquire Cursor maker Anysphere for $60B; EU Parliament approves US-EU trade deal; BofA survey: 40% of investors expect Fed rate hike within 12 months
π Market Snapshot
| Asset | Last Price | Change | % Change |
|---|---|---|---|
| Gold XAUUSD | 4348.84 | +40.02 | +0.93% |
| WTI Crude USOIL | 78.498 | -2.890 | -3.55% |
Gold extended gains to 4348, supported by central bank buying and a weaker dollar. Oil dropped below 78.5, a 3-month low, as the Iran peace deal and G7 mine-sweeping plan continue to erode geopolitical premiums.
π₯ Key News This Hour
π΄ SpaceX to acquire Cursor maker Anysphere for $60B β SpaceX announced it will acquire Anysphere, developer of the popular AI coding agent Cursor, for $60 billion, expanding its footprint in enterprise AI. The deal sets a new record for AI sector acquisitions.
π΄ EU Parliament approves US-EU trade deal β The European Parliament voted to approve EU-US trade deal legislation, which will now go to the EU Council for final approval. Germany’s chemical industry association (VCI) welcomed the move. Trump had previously pressured France over digital regulation.
π΄ DeepSeek first funding round confirmed β DeepSeek’s first funding round has been finalized. Founder Liang Wenfeng personally invested approximately 20 billion yuan as the largest single investor; Tencent contributed roughly 10 billion yuan; CATL’s ecosystem also participated.
π΄ US-Iran to sign interim peace deal Friday β The US and Iran are preparing to formally sign an interim peace deal in Switzerland on Friday, with both sides claiming victory. The G7 plans to assist with mine-sweeping in the Strait of Hormuz, but shipping giants remain skeptical about how quickly navigation can resume.
π‘ BofA survey: 40% of investors expect Fed rate hike within 12 months β Bank of America’s June global fund manager survey found 40% of investors expect the Fed to raise rates at least once in the next 12 months, up sharply from 16% in May. 28% expect at least one cut.
π‘ Brent crude drops below $80 β Brent fell 3% intraday to $80.45/bbl. Markets are pricing in the ceasefire, but shipping giant Mitsui O.S.K. warns “substantive security guarantees” are needed before resuming full navigation.
π‘ G7 backs more energy sanctions on Russia β France stated that G7 leaders support imposing additional energy sanctions on Russia.
π‘ Poland to tax windfall fuel profits β PM Tusk said the government will pass a draft bill Tuesday to impose taxes on windfall profits from fuel sales.
π§ Analysis
SpaceX’s $60B acquisition of Anysphere signals Musk’s AI ambitions are expanding from space to enterprise software at unprecedented scale.
DeepSeek’s first round landing with Liang Wenfeng personally fronting 20B yuan reshapes the landscape of Chinese AI unicorn financing.
The EU Parliament’s approval of the US-EU trade deal marks a new equilibrium in transatlantic relations amid ongoing tensions.
With the US-Iran interim peace deal signing imminent Friday, the key question is how fast Hormuz can fully reopen β shipping giants remain cautious.
The BofA fund manager survey showing 40% expecting a rate hike versus just 16% in May signals a dramatic repricing of Fed hawkishness.
Tomorrow’s FOMC decision combined with triple witching and a 3.5%+ single-day oil drop could trigger cascading reactions across energy and equity sectors.
β° Upcoming Key Events
π Wednesday, June 17: SpaceX options begin trading π Thursday, June 19: Fed FOMC interest rate decision π Friday, June 20: Triple witching (index options, futures, and single-stock options expiry) π Friday, June 20: US-Iran interim peace deal signing ceremony