Show notes
Real Visionโs 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 theyโre watching next. ๐ฅ Get ๐๐ฅ๐๐ ๐๐๐๐๐ฆ๐ฆ t...

