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.
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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
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