MT Brief: Israel-Lebanon Ceasefire, S&P 7,041, Nasdaq's Longest Streak Since 2009

Israel and Lebanon enter a ceasefire for the first time in 34 years. The S&P 500 pushes to 7,041. The Nasdaq posts 12 consecutive green sessions — its longest winning streak since 2009. And Congress comes within a single vote of pulling the plug on the Iran operation.
This is the Market Truths daily brief for Friday, April 17th, 2026.
📌 In this episode:
1. Israel-Lebanon 10-day ceasefire: what's in the deal, why Hezbollah can't resist, and the April 26 deadline
2. S&P 7,041 and Nasdaq's 12-day streak: bank earnings, PepsiCo, and broad risk-on across asset classes
3. Iran deal "very close" + House war powers vote fails 214–213
4. TSMC profit jumps 58%, AI chips now 75% of wafer revenue, full-year guidance raised to +30%
5. Netflix Q1 beats at $12.25B, Reed Hastings exits in June, ad revenue on track for $3B
6. Tariff refund portal CAPE launches April 20: $166–175B in refunds
Sources: CNN, Bloomberg, NBC News, State Department, Axios, TSMC investor relations, Netflix investor relations, Federal Register (CBP filing)

Market Truths covers finance, markets, and geopolitics — not siloed by topic. Free-market perspective, source-transparent, three episodes per week.
🔗 Website: https://markettruthspod.com
🔗 MT Brief (full articles): https://markettruthspod.com/mt-brief/lebanon-ceasefire-iran-deal-close-house-war-powers-tsmc-58
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