Episode
Is Iran War Deal Imminent? | Macro Mondays: May 25, 2025
- Podcast
- Macro Mondays
- Published
- May 25, 2026
- Duration seconds
- 1761
- Processing state
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Summary
Real Vision’s Mikkel Rosenvold and Andreas Steno Larsen break down the latest market reaction to reports of a possible Strait of Hormuz deal, what it could mean for oil and inflation, and why the next phase of the market may depend on whether Middle East tensions truly de-escalate. They also explore a surprising inflation driver in hardware and semiconductors, explain why consumer spending is holding up better than many expect, and share the sectors they’re watching next. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 t...