Is Iran War Deal Imminent? | Macro Mondays: May 25, 2025
About this episode
The episode discusses the potential implications of a possible Iran War Deal on the market, oil prices, and inflation, while also examining consumer spending and key sectors to watch.
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...
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