Macro Mondays
Macro Mondays
Andreas Steno Larsen and Mikkel Rosenvold
Is Iran War Deal Imminent? | Macro Mondays: May 25, 2025
29 minutes Posted May 25, 2026 at 11:00 am.
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Real Visionโ€™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 theyโ€™re watching next. ๐Ÿ”ฅ Get ๐—™๐—ฅ๐—˜๐—˜ ๐—”๐—–๐—–๐—˜๐—ฆ๐—ฆ t...