Public Markets 3 Hours

Last updated: June 24, 2026, 2:30 PM ET

Energy & Commodities

Natural gas markets are grappling with extreme volatility, with a record string of negative prices in the largest U.S. shale field highlighting the need for streamlined permitting for energy infrastructure, according to one industry executive shows need for reform. This surplus comes as key oil supply routes, such as the Strait of Hormuz, are seeing accelerated cargo flows following a U.S.-Iran agreement, potentially flooding markets flooding oil markets. Meanwhile, fuel prices in Russia have jumped again, exacerbating the economic impact of the conflict and bolstering the case for central bank caution after refinery strikes reduced output gasoline price spike. In a separate development, a new commodities fund is being established to hedge against the growing threat of a "super El Niño" to global food supplies hedge crop risks.

Technology & Innovation

Amazon’s Zoox is preparing for large-scale production of its redesigned robotaxi, aiming for rider availability later this year. The ambitious plans for autonomous vehicles are unfolding as investors increasingly see the potential for artificial intelligence in new frontiers. For instance, the rapid reusability of SpaceX’s Starship rocket is viewed as critical for advancing AI capabilities in space, according to a major investor. The energy sector is also embracing AI, with Sunrun surging 31% after announcing a partnership with Tesla to power data centers.

Financial Markets & Regulation

The Federal Reserve’s supervision unit is undergoing a shakeup as Vice Chair Michelle Bowman prioritizes core financial risks reshapes bank-supervision unit. In private markets, Stonepeak has raised $2.5 billion in private bonds to refinance debt tied to a liquefied natural gas export terminal. Meanwhile, office real estate continues to face headwinds, with a Blackstone loan on a Chicago skyscraper defaulting, signaling ongoing challenges for landlords. The IPO market is showing signs of life, as Doncasters Group’s US offering was more than 30 times oversubscribed ahead of its pricing.

Economic Outlook & Policy

The Canadian economy is not in recession, despite weak growth and labor market slack, according to recent statements from the Bank of Canada rejects recession label. In the U.S., proposals are surfacing to reimagine American currency, with one plan suggesting a $250 bill featuring President Trump Trump reimagines currency. Bipartisan legislation aimed at boosting housing supply and curbing institutional investor involvement in the property market has been scrapped by the President scraps housing bill.

Market Talk & Analysis

The concept of "debasement" is being revisited in market discussions remembering debasement trade. In the tech, media, and telecom sector, there are insights into Canadian wireless carriers and Dye & Durham tech market talk. The energy and utilities space also offers commentary on oil futures, RWE, and Adani Power energy market talk.