# Are Markets Ignoring Inflation? | Macro Mondays: May 18, 2026 Page: https://stenobird.com/podcast/real-vision-finance-investing-541102/are-markets-ignoring-inflation-macro-mondays-may-18-2026 Text version: https://stenobird.com/podcast/real-vision-finance-investing-541102/are-markets-ignoring-inflation-macro-mondays-may-18-2026.md Podcast: [Real Vision: Finance & Investing](https://stenobird.com/podcast/real-vision-finance-investing-541102) Published: 2026-05-18T16:54:00+00:00 Episode link: https://pdst.fm/e/chtbl.com/track/1B146C/traffic.megaphone.fm/ADV6137757818.mp3?updated=1779127421 Audio file: https://pdst.fm/e/chtbl.com/track/1B146C/traffic.megaphone.fm/ADV6137757818.mp3?updated=1779127421 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/real-vision-finance-investing-541102/episodes/are-markets-ignoring-inflation-macro-mondays-may-18-2026 Duration seconds: 2161 ## Resource Andreas Steno and Mikkel Rosenvold are back to break down the aftermath of the highly anticipated meeting between Donald Trump and Xi Jinping. They also dive into rising bond yields, whether markets should start worrying about rates again, and if the latest inflation reports signal something more persistent beneath the surface. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50. Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. πŸ”₯ Get 𝗙π—₯π—˜π—˜ π—”π—–π—–π—˜π—¦π—¦ to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Monarch Sponsor 01:05 - Macro Mondays: Trump-Xi, Rates, Inflation, and Iran Hopeium 02:40 - Andrew Tate’s 30-Year Bond Trade and Why Long Yields Matter 06:03 - Why Rising Bond Yields May Not Mean What They Used To 10:20 - Hot CPI, PPI, and Why the Fed Still May Not Hike 14:40 - Iran Talks, Oil, and What Could Restart the Rally 16:39 - Why China-US Cooperation Is Keeping the Oil Market Balanced 19:22 - Will Trump Pivot Back to Rate Cuts After Iran? 23:06 - Semiconductors: Is It Time to Take Profits? 25:13 - Bernie Sanders, AI Data Centers, and the First Political Pushback 29:28 - UK Bonds, Fiscal Worries, and Why Political Risk May Be Overstated Learn more about your ad choices. Visit podcastchoices.com/adchoices ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/real-vision-finance-investing-541102/episodes/are-markets-ignoring-inflation-macro-mondays-may-18-2026/transcription-requests` β€” Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/real-vision-finance-investing-541102/are-markets-ignoring-inflation-macro-mondays-may-18-2026.md` β€” Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.