Are Markets Ignoring Inflation? | Macro Mondays: May 18, 2026

Real Vision: Finance & Investing

Real Vision

Business News, Business, Investing, News

4.1 • 1.1K Ratings

🗓️ 18 May 2026

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andreas Steno and Mikkel Rosenvold are back to break down the aftermath of the highly anticipated meeting between Donald Trump and Xi Jinping. They also dive into rising bond yields, whether markets should start worrying about rates again, and if the latest inflation reports signal something more persistent beneath the surface. 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. Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Monarch Sponsor 01:05 - Macro Mondays: Trump-Xi, Rates, Inflation, and Iran Hopeium 02:40 - Andrew Tate’s 30-Year Bond Trade and Why Long Yields Matter 06:03 - Why Rising Bond Yields May Not Mean What They Used To 10:20 - Hot CPI, PPI, and Why the Fed Still May Not Hike 14:40 - Iran Talks, Oil, and What Could Restart the Rally 16:39 - Why China-US Cooperation Is Keeping the Oil Market Balanced 19:22 - Will Trump Pivot Back to Rate Cuts After Iran? 23:06 - Semiconductors: Is It Time to Take Profits? 25:13 - Bernie Sanders, AI Data Centers, and the First Political Pushback 29:28 - UK Bonds, Fiscal Worries, and Why Political Risk May Be Overstated Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	It's heating up here in NYC, which means summer is almost upon us. It also means it's nearly time for my summer vacation.
0:07.0	And this year, I don't have to stress about my finances because I know they are better organized and I can enjoy myself without worry.
0:15.0	Monarch is the personal finance app that tracks everything. Accounts, investments, saving goals, and spending.
0:21.1	Get your first year of Monarch Core for just half off, just $50 with promo code Real Vision.
0:26.6	Indeed, without Monarch, I don't think my upcoming vacation would be stress-free,
0:31.6	because now I know and I can see my finances all in one place.
0:36.6	Not only that, with their unique features, I know my portfolio is outpacing the S&P 500.
0:42.6	But my favorite thing about the Monarch app is their AI insights, which help me understand,
0:48.0	am I spending more or is it just inflation?
0:51.0	Use code real vision at monarch.com to get your first year of Monarch core half off at
0:55.9	just $50.00. That's 50% off your first year at monarch.com with code Real Vision.
1:06.7	Hello out there. Welcome to Real Vision, welcome to Macro Mondays.
1:13.7	My name is Michael Oswald.
1:15.1	I'm joined as usual by my co-host, Andrea Steno.
1:18.1	We have a jam-pack show for you today once more.
1:21.1	We are looking back at the Trump She summits.
1:24.5	We're looking a little bit at interest rates, and then we're obviously looking at
1:29.0	the inflation report we got last week. Do we need to worry? Is this at the end of the good times?
1:35.7	We'll take a look on it. And of course, we'll cover the latest dose of Iran, opium that we just
1:42.1	got over the morning here.
1:44.7	So lots of stuff to talk about.
1:46.4	Andreas, how are you feeling?
	...

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