Is The Iran-US Deal Actually Done?! with Andreas Steno | Macro Mondays

Andreas Steno Larsen is flying solo this week to break down one of the most important macro developments over this weekend. With a potential breakthrough between the United States and Iran, Andreas explains why he believes oil markets are now moving into a supply surplus, why central banks may be forced to abandon their inflation concerns Let Monarch do your financial 'spring cleaning' for you!  Use code REALVISION at Monarch.com to get your first year half off at just $50. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Monarch Ad 01:00 - Macro Mondays: Red Friday, Jobs Shock, and Middle East Risk 01:07 - US-Iran Deal Nears: What It Means for Markets 03:00 - Inside the 60-Day Iran Deal and Strait of Hormuz Reopening 05:37 - Oil Market Surplus: Why Crude Could Fall Below $70 09:02 - Iran Sanctions Lifted: The New Supply Shock for Global Oil 11:56 - ECB Rate Hike Timing Looks Worse After Hormuz Breakthrough 14:17 - Anthropic Export Curbs: Why AI Models Are Becoming Too Big to Fail 18:51 - SpaceX IPO Surge and What It Says About Risk Appetite 20:55 - IPO Boom, Liquidity, and Why This Cycle May Have Further to Run 22:08 - AI Token Pricing, OpenAI, and Anthropic Ahead of IPO Season 23:45 - South Korea Exports, Semiconductors, and the Next Leg of the AI Trade Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram LinkedIn: https://rvtv.io/linkedin 👉 Join our Discord channel and meet like-minded people: https://discord.gg/FTQsrUhD9Z Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Music license ID: WJ6TRPVHFD #macro #andreassteno #macromondays #realvision #mikkelrosenvold #geopolitics #mag7 #nasdaq #dow #china #ratecuts #inflation #trump #crypto #fed #powell #rates #economy #markets #iranisraelwar #iranattack #usirantension #iranwar #ai #aibubble