Is The Iran-US Deal Actually Done?! with Andreas Steno | Macro Mondays

Is The Iran-US Deal Actually Done?! with Andreas Steno | Macro Mondays

June 15, 2026 · 25 min

About this episode

Andreas Steno discusses the implications of the evolving peace deal between the U.S. and Iran and its impact on market dynamics.

Andreas Steno is back to break down recent market volatility, unpacking all the key drivers, from global liquidity dynamics to the evolving peace deal between the U.S. and Iran, which has seemingly opened the Strait of Hormuz. But is the deal actually done!? 00:07 - US-Iran Deal Nears: What It Means for Markets 02:00 - Inside the 60-Day Iran Deal and Strait of Hormuz Reopening 04:37 - Oil Market Surplus: Why Crude Could Fall Below $70 08:02 - Iran Sanctions Lifted: The New Supply Shock...

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