War, Oil & Liquidity — What’s Driving Markets Now! | Macro Monday Andreas Steno & Mikkel Rosenvold

As tensions rise again in the Middle East, oil flows and energy markets are back under pressure. Andreas Steno Larsen and Mikkel Rosenvold break down the real impact of these geopolitical risks, including jet fuel shortages and shifting supply dynamics. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe 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 Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Music license ID: WJ6TRPVHFD About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real…