Inflation Inbound? | Macro Mondays: May 4, 2026

It’s Beginning To Look A Lot Like COVID! | Macro Monday's May 11, 2026

Andreas Steno Larsen and Mikkel Rosenvold are back to break down why today’s macro environment is starting to resemble 2021, from renewed concerns around the Hanta virus to rising input costs and supply chain pressures. Additionally, they assess the highly anticipated meeting between Donald Trump and Xi Jinping, and monitor the latest developments in peace talks for both Iran and Ukraine. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Timestamps: 01:07 - Why 2026 Is Starting to Look Like 2021 03:17 - Hantavirus, Covid Flashbacks, and Why Markets Should Ignore It 06:30 - Easy Dollar Liquidity, SLR Reform, and the Return of Risk Appetite 11:27 - Tomorrow’s CPI Report and the Next Inflation Wave 13:29 - Iran, Oil, and Why Hormuz Is Fading as a Market Driver 15:03 - Trump-Xi Meeting: The Underreported Macro Event of the Week 17:30 - Best Portfolio Hedges for US-China Decoupling 22:21 - Iran, Ukraine, China: Could Easing Geopolitics Extend the Rally? 25:12 - End Consumer Scarcity: The New AI and Semiconductor Trade 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Connect with Real Vision™ Online: YouTube: youtube.com/@RealVisionFinance Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Inflation Inbound? | Macro Mondays: May 4, 2026

Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Hormuz, then they turn to the inflation outlook, and they tackle the AI narrative, asking whether the surge in capex and demand from mega-cap tech signals a bubble, as markets continue to climb despite widespread skepticism. Timestamps: 01:07 - Macro Mondays: Hormuz Moves, Inflation Risks, and the AI Bubble 02:02 - Real Vision Portfolio Update and Why April Was Strong 02:44 - Microsoft Earnings, OpenAI Backlog, and the AI CapEx Debate 04:36 - Meta’s AI Spending Problem and Why the Backlog Isn’t There 07:06 - What Could Actually Burst the AI Bubble? 08:18 - Fed, ECB, and BOE Delay Hiking Talk as Hormuz Risk Builds 09:24 - Why the Fed Won’t Cut Rates Yet Under Kevin Warsh 10:19 - Project Freedom: The US Plan to Reopen the Strait of Hormuz 11:13 - Trump’s Hormuz Announcement and Iran Missile Headlines 13:08 - Can Trump’s Move Break the Strait of Hormuz Deadlock? 14:20 - Why Iran Risks Looking Like the Aggressor if It Fires on Commercial Ships 16:27 - Why the Strait of Hormuz Crisis Hits Emerging Markets Hardest 19:17 - Why the West Can Still Pay Up for Oil and Food Supply 20:39 - Energy Shock, Imported Inflation, and the Real Risk to Western Economies 23:53 - Trump-Xi Summit Risks, Global Trade Chokepoints, & China Dependencies 26:46 - Solar Panels, Rare Earths, and the New Supply Chain Power Game 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Connect with Real Vision™ Online: YouTube: youtube.com/@RealVisionFinance Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

The Rally Nobody Believes In | Macro Mondays: April 27, 2026

Andreas Steno Larsen and Mikkel Rosenvold break down the latest developments in the Strait of Hormuz as a risk for global energy flows and supply chains continues to dominate headlines. They also zoom out to the global growth picture, exploring why sentiment remains bearish, yet equities continue to grind higher. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Timestamps: 00:00 - Welcome to Macro Mondays with Andreas Steno & Mikkel Rosendvold 01:06 - Real Vision Pro Portfolio Tracker 03:55 - Laughs of the Week: X Doom Posts & AI Slop 07:57 - Festus Montana: Data Center Backlash 09:30 - Energy Trade: Nuclear, Fuel Cells & Bloom Energy 11:17 - Macro Pivot: Iran Stalemate & Strategic Patience 13:27 - Crude & Jet Fuel On-Water Storage Analysis 15:51 - Negative Natural Gas Prices in Texas vs 2022 Crisis 17:46 - Geopolitical Risk vs Market Impact Disconnect 19:10 - Investor Sentiment Disconnect at All-Time Highs 21:14 - Goldman Prime Book: Low Hedge Fund Leverage 23:26 - Semiconductors Rally: South Korea Export Surge 25:10 - Mag 7 Cloud CapEx & The Next Power Trade 26:46 - EU & US Grid Operators Rationing New Plugins 27:30 - Live Show Copenhagen & Wrap-Up 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Connect with Real Vision™ Online: YouTube: youtube.com/@RealVisionFinance Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

War, Oil & Liquidity - What’s Driving Markets Now! | Macro Monday: April 20, 2026

As the ceasefire between the U.S. and Iran falters, bringing oil flows back under pressure, Andreas Steno Larsen and Mikkel Rosenvold break down the geopolitical fallout, from jet fuel shortages to shifting supply dynamics. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Timestamps: 00:00 - Welcome to Macro Mondays with Andreas Steno & Mikkel Rosendvold 01:06 - Is the War Back On? Jet Fuel Shortages and What’s Holding Markets Up 01:55 - Psychedelics Stocks Surge After Trump Executive Order 03:05 - This Week on Real Vision: Geopolitics AMA, Charting Macro, and Jim Bianco 04:24 - Iran Reverses Course and Closes the Strait of Hormuz Again 05:33 - Ship Attacks, Tanker Seizures, and Why the Weekend Escalation Matters 06:06 - Trump, Iran Talks, and the Latest Strait of Hormuz Flow Data 07:14 - Why the US and Western Economies Need Less Oil Than Before 09:20 - Jet Fuel Shortages in Europe: How Serious Is the Risk? 11:24 - Europe’s Flight Crunch and Why Airfares Are Exploding 13:19 - Southern Europe’s Tourism Hit and the Macro Impact of Fewer Flights 14:49 - What Europe’s 2022 Energy Shock Tells Us About Today’s Crisis 16:33 - Why This Energy Disruption Still Looks Manageable 17:36 - Can the Stock Market Rally Continue From Here? 18:04 - Why This Is Still a Hated Rally With Investors Underweight Risk 19:50 - Dollar Liquidity, Fed Reserve Management, and What’s Fueling Markets 22:19 - SLR Reform, Bank Leverage, and the Quiet Driver of the Rally 24:28 - ISM, Regional Fed Surveys, and Why US Growth Still Looks Strong 25:06 - Fed, ECB, and BOE: Are Rate Hikes Now Off the Table? 27:23 - Final Outlook: Talks on Wednesday and a Still-Bullish Macro View 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Connect with Real Vision™ Online: YouTube: youtube.com/@RealVisionFinance Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Iran Talks Collapse: A New Surge in Inflation? | Macro Mondays: April 13, 2026

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. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Connect with Real Vision™ Online: YouTube: youtube.com/@RealVisionFinance Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf