Indexa Markets Brief — Monday 13 April

2 stories · Sent Monday, 13 April 2026

Indexa

Morning Markets Brief

Monday, 13 April 2026

Oil surges above $100 as US-Iran talks collapse and Trump vows Hormuz blockade

US-Iran ceasefire negotiations held over the weekend in Pakistan ended without agreement, prompting President Trump to announce that American forces would…

Why it matters: Oil at $105 with a blockade enforcement posture rather than a negotiating posture removes the ceasefire-reprieve optionality that had capped crude's upside. The Fed's hands remain tied: March CPI at…

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Markets • 1 min read

Anthropic closes in on OpenAI for US enterprise AI spending

Anthropic's Claude model is rapidly gaining ground on OpenAI in US enterprise AI adoption, according to the Financial Times, with the shift in sentiment so…

Why it matters: Anthropic's enterprise momentum compounds the existing short thesis on Palantir. If corporate buyers are contracting directly with Anthropic for foundation model access, the use cases Palantir's AIP…

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