# Inflation Inbound? | Macro Mondays: May 4, 2026

Page: https://stenobird.com/podcast/macro-mondays-6431466/inflation-inbound-macro-mondays-may-4-2026
Text version: https://stenobird.com/podcast/macro-mondays-6431466/inflation-inbound-macro-mondays-may-4-2026.md
Podcast: [Macro Mondays](https://stenobird.com/podcast/macro-mondays-6431466)
Published: 2026-05-04T10:00:00+00:00
Episode link: https://www.buzzsprout.com/2206288/episodes/19121970-inflation-inbound-macro-mondays-may-4-2026.mp3
Audio file: https://www.buzzsprout.com/2206288/episodes/19121970-inflation-inbound-macro-mondays-may-4-2026.mp3
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JSON: https://stenobird.com/v1/public/podcasts/macro-mondays-6431466/episodes/inflation-inbound-macro-mondays-may-4-2026
Duration seconds: 1719

## Resource

Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Hormuz, then they turn to the inflation outlook, and they tackle the AI narrative, asking whether the surge in capex and demand from mega-cap tech signals a bubble, as markets continue to climb despite widespread skepticism. Timestamps: 01:07 - Macro Mondays: Hormuz Moves, Inflation Risks, and the AI Bubble 02:02 - Real Vision Portfolio Update...

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## Transcript

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