Is The Iran-US Deal Actually Done?! with Andreas Steno | Macro Mondays
About this episode
Andreas Steno discusses the implications of the US-Iran deal and its effects on market volatility and oil prices.
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!? 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. 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 for Global Oil 10:56 - ECB Rate Hike Timing Looks Worse After Hormuz Breakthrough 13:17 - Anthropic Export Curbs: Why AI Models Are Becoming Too Big to Fail 17:51 - SpaceX IPO Surge and What It Says About Risk Appetite 19:55 - IPO Boom…
People in this episode
Guest: Andreas Steno
Topics covered
- market volatility
- US-Iran peace deal
- oil market dynamics
- global liquidity
- AI and technology
- IPO trends
Keywords
- Iran-US deal
- market volatility
- oil prices
- AI models
- SpaceX IPO
- liquidity
- cross-market contracts
Sponsors
Plus500 US
Mentioned in this episode
Products: cross-market contracts
Books & works: AI Models, SpaceX IPO, AI Token Pricing
Places: Strait of Hormuz, Iran, U.S.
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