Schwab Network discusses US-Iran deal, oil drop, NVDA/MSFT valuations
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Topics in This Edition
Summary
The segment features an interview with Ted Thatcher of Bright Light Wealth Management from the NYSE floor. It covers the market's positive reaction to a reported US-Iran peace framework, falling oil prices, persistent but contained inflation, and attractive forward valuations in tech names like NVDA and MSFT amid expectations of easier Fed policy under new Chair Kevin Warsh.
Editorial Assessment
The broadcast accurately contextualizes the risk-on session tied to the June 2026 US-Iran developments and oil decline. Valuations cited are directionally correct per current data, though the 10-year low multiple for NVDA is stated slightly below recent figures. Guest analysis on inflation lags and AI productivity effects is standard and unsubstantiated by new data here. Viewers receive timely but non-primary-sourced perspective; no counterbalancing expert or data graphics are referenced.
Key Moments
US and Iran reached a peace deal over the weekend, driving risk-on markets and lower oil
Tentative MOU/ceasefire framework announced mid-June 2026 with signing set for June 19; markets and oil reacted as described.
WTI oil around $80 per barrel after recent declines
Futures traded near $80-81 on June 15-16, down from higher levels earlier in the month.
NVDA trading at about 20x forward earnings, near its 10-year low of 18.5x
Recent forward P/E around 23x; historical lows and exact 10-year figure not independently confirmed in data.
MSFT at 21x forward earnings near its 200-week moving average
Forward P/E near 20x as of mid-June 2026.
Kevin Warsh now at Fed helm, first meeting this week
Sworn in May 22, 2026; June FOMC is his first as Chair.
Sources Consulted
- U.S. and Iran reach initial deal to end war, reopen Strait of Hormuz
- US, Iran reach preliminary agreement to end war, signing set for Friday
- World reacts as Iran and US reach tentative deal to end war
- US and Iran Agree to Halt War, Restart Middle East Oil Shipments
- US and Iran have agreed to wording of a deal to end their war
- 2025–2026 Iran–United States negotiations
- Kevin Warsh takes oath of office as chairman
- For Warsh as Fed chair, silence may be the point
- MICROSOFT Forward PE Ratio: 20.12
- Nvidia Stock Just Did Something for the First Time in More Than a Year
- Nvidia's PE sinks to seven-year low as war and AI angst weigh
- Iran, US agree tentative deal to 'end war'