Iran Proposes a Deal Trump Will Have to Refuse | Insight with Haslinda Amin 8/7/2026

Energy & Geopolitics - Brent crude is trading well above $80 per barrel following reports of an Iran-Oman deal to restrict U.S. and Israeli vessels [3] - Commodity strategists predict oil prices could rise toward $150 per barrel if the Strait of Hormuz remains closed [24] - Energy importers versus exporters present attractive yields exceeding 7% in local currencies [38] Financial Markets & Fixed Income - Alphabet issued $25 billion in investment-grade bonds, with Thursday's offering attracting about $15 billion in peak demand and raising its total debt issuance to $45 billion [56][57] - The 30-year U.S. Treasury pushed higher in yield to reach levels unseen in almost 20 years [21] - Jane Street is in talks to refinance $1 billion of debt, with financing potentially upsized to $5 billion in a major private credit deal [59] Artificial Intelligence & Technology - DeepSeek is resuming its second funding round, seeking a valuation of 500 billion Yuan (close to $8 billion) [60][61] - Moonshot AI's licensing agreement requires a 30% cut of revenue for users generating at least $20 million in sales [66] - Sequoia Capital invested $2.5 billion in Anthropic out of its core funds committed capital [51][52]