Why Did the Iran War Restart? | Macro Mondays w/ Andreas Steno & Mikkel Rosenvold

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Andreas Steno and Mikkel Rosenvold are back with the latest Macro Mondays to discuss the latest escalation in the Middle East and what the impact might be; a slowdown in Korean chip exports and what it tells us about the health of the AI trade; and a worrying new trend in the U.S.-China rivalry. Monarch is the personal finance app that tracks everything – accounts, investments, savings, and spending. 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: 00:22 - Strait of Hormuz Crisis Returns: Should Markets Worry? 02:24 - Trump Wants the US to Control the Strait of Hormuz 03:53 - Oil Flows, Dark Tankers, and the Real Supply Risk 06:12 - How Long Can the US and China Cover the Oil Shortfall? 08:29 - Jet Fuel, Diesel, and the Inflation Risk Markets Are Missing 10:22 - CPI Preview: Could Inflation Surprise Sharply Lower? 15:23 - Memory Stocks, Semiconductor Demand, and the AI CapEx Boom 19:18 - South Korea Exports: Has the Memory Trade Finally Peaked? 22:58 - ASML Earnings and the Next Test for AI Stocks 24:42 - US-China Decoupling, Critical Metals, and the Dollar Trade About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: 🔥 https://rvtv.io/3Y4t5Pw 📈 Get your Real Vision swag: https://shop.realvision.com 📣 Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #realvision #macro #crypto