Is Iran War Deal Imminent? | Macro Mondays: May 25, 2025
From Real Vision: Finance & Investing by Real Vision Podcast Network
May 25, 2026 · 35 min
About this episode
The episode discusses the potential implications of a possible Iran War Deal and its effects on the market, oil prices, and inflation.
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. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50. 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. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Monarch Sponsor 01:00 - Macro…
People in this episode
Host: Mikkel Rosenvold
Guest: Andreas Steno Larsen
Topics covered
- Iran War Deal
- Strait of Hormuz
- Market Reaction
- Oil and Inflation
- Middle East Tensions
- Consumer Spending
- Sectors to Watch
Keywords
- Iran
- Strait of Hormuz
- oil
- inflation
- consumer spending
- market reaction
- Middle East
Sponsors
Monarch, Plus500 US
Mentioned in this episode
Places: Iran, Strait of Hormuz
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