Iran Talks Collapse: A New Surge in Inflation? | Macro Mondays: April 13, 2026

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 13 April 2026

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

Geopolitics is still in focus after failed talks between the U.S. and Iran in Pakistan over the weekend and President Donald Trump's threat of a blockade of the Strait of Hormuz from today. Andreas Steno and Mikkel Rosenvold break down the implications of another oil spike, whether it could bring an inflation shock, and what it could mean for risk assets. 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. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hello out there. It's Monday again.
0:07.7	It's time for Macro Mondays here at Real Vision.
0:11.3	My name is Michael Roswell. I'm your usual host.
0:13.2	And this usual, I'm joined by you, Andreas.
0:15.2	Happy Monday out there.
0:17.5	Happy Monday, Michael. It's good to be back in Copenhagen.
0:19.7	So, yeah, thankfully I made it out of Greece without too much turbulence.
0:24.5	Yeah, not quite the same weather you had down there.
0:26.7	But it's coming along.
0:27.6	We're getting into springtime, happy times.
0:29.6	Hopefully we can bring some happy tidings here as well for all the hungry investors out there listening to our show.
0:37.1	We have a jam-pack show today, as usual address.
0:39.1	We're going to be talking even more about the straight-offermose.
0:42.1	I know you're sick and tired of this topic, but it keeps on giving.
0:50.3	Also just touching on the CPI report for Friday,
0:53.0	trying to, you know, talk some actual macro once in a while.
0:56.6	If you want to hear more macro talk,
0:58.1	we have our State of the Union show for Real Vision Pro tomorrow for the month of April.
1:03.0	Could you just give us an address before we get started with our agenda today here?
1:06.2	A few headlines of what we're going to be talking about tomorrow in the State of the Union show.
1:11.2	Yeah, so it is our monthly guided tour around the world of macro across all of the big
1:16.9	tradable geographies. So basically the US, China, India, the Eurozone, you name it. And a bit of a
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