Iran Talks Collapse: A New Surge in Inflation? | Macro Mondays: April 13, 2026
About this episode
The episode discusses the implications of failed U.S.-Iran talks and potential inflation shocks due to rising oil prices.
Geopolitics is still in focus after failed talks between the U.S. and Iran in Pakistan over the weekend and President Donald Trump's threat of a blockade of the Strait of Hormuz from today. Andreas Steno and Mikkel Rosenvold break down the implications of another oil spike, whether it could bring an inflation shock, and what it could mean for risk assets. 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. Learn more about your ad choices. Visit podcastchoices.com/adchoices
People in this episode
Host: Andreas Steno
Guest: Mikkel Rosenvold
Topics covered
- geopolitics
- inflation
- oil prices
- risk assets
- U.S.-Iran relations
Keywords
- inflation
- oil spike
- geopolitics
- risk assets
- U.S.-Iran talks
Sponsors
Plus500 US
Mentioned in this episode
Places: Iran, U.S., Strait of Hormuz
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