Is Iran War Deal Imminent? | Macro Mondays: May 25, 2025

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.🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps:00:00 - Monarch Sponsor 01:00 - Macro Mondays: Iran, Hormuz, and Global Markets01:31 - Strait of Hormuz Deal Rumors and Market Reaction02:50 - Europe’s Heat Wave and the Energy Debate04:21 - Trump, Iran, and the Weekend Negotiation Push06:01 - Can Trump Sell an Iran Deal to Republicans?07:12 - Abraham Accords, Iran, and Middle East Strategy07:59 - Oil Drops, Bond Yields Fall, and Markets Rally09:11 - Are Iranian Ships Actually Moving Through Hormuz?10:58 - Why Markets Care More About Hormuz Than Politics13:03 - Inflation Outlook: Energy vs Consumer Prices14:20 - Kevin Warsh, AI, and the Disinflation Argument17:45 - Which Sectors Benefit Most From Inflation?18:45 - Why AI Hardware Is Suddenly Inflationary21:08 - The AI Memory Boom and Rising Electronics Prices23:39 - Why Hardware Stocks Have Outperformed in 202624:02 - What Happens if Inflation Peaks in June?25:20 - Consumer Spending Is Holding Up Surprisingly Well27:01 - Amazon, Tesla, and Luxury Stocks as the Next Trade28:11 - PCE Inflation Data: What Markets Need This Week29:28 - Final Thoughts: Waiting on the Iran Deal🔥 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