Are Markets Ignoring Inflation? | Macro Mondays: May 18, 2026

Andreas Steno and Mikkel Rosenvold are back to break down the aftermath of the highly anticipated meeting between Donald Trump and Xi Jinping. They also dive into rising bond yields, whether markets should start worrying about rates again, and if the latest inflation reports signal something more persistent beneath the surface.🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps:00:00 - Monarch Sponsor 01:05 - Macro Mondays: Trump-Xi, Rates, Inflation, and Iran Hopeium02:40 - Andrew Tate’s 30-Year Bond Trade and Why Long Yields Matter06:03 - Why Rising Bond Yields May Not Mean What They Used To10:20 - Hot CPI, PPI, and Why the Fed Still May Not Hike14:40 - Iran Talks, Oil, and What Could Restart the Rally16:39 - Why China-US Cooperation Is Keeping the Oil Market Balanced19:22 - Will Trump Pivot Back to Rate Cuts After Iran?23:06 - Semiconductors: Is It Time to Take Profits?25:13 - Bernie Sanders, AI Data Centers, and the First Political Pushback29:28 - UK Bonds, Fiscal Worries, and Why Political Risk May Be Overstated🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:YouTube: youtube.com/@RealVisionFinanceTwitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf