Is Oil Still Flowing? | Macro Mondays: Monday, June 22, 2026

Real Vision: Finance & Investing

Real Vision

Investing, Business, Business News, News

4.1 • 1.1K Ratings

🗓️ 22 June 2026

⏱️ 25 minutes

🔗️ Recording | Apple Podcasts | RSS

🧾️ Download transcript

Summary

Andreas Steno is back flying solo again to answer the question that matters most for markets right now: Is the oil still flowing? Andreas examines what we actually know about energy flows through the Strait of Hormuz, how oil markets have responded, and why the feared supply shock never materialized. oday’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. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50.01:00 - Macro Mondays: Is the Oil Still Flowing? What Markets Need to Know 03:22 - Strait of Hormuz Reopens? What the Shipping Data Really Shows05:25 - Oil, Jet Fuel, and Fertilizer Prices Are Rolling Over Fast07:51 - Falling Inflation Changes the Entire Macro Regime09:24 - Why Central Banks Still Haven’t Caught Up to the Disinflation Shift13:17 - Anthropic Export Curbs and the New AI Arms Race17:51 - SpaceX IPO Mania and What It Says About Risk Appetite19:55 - IPO Boom, Liquidity, and Why This Cycle May Still Have Room to Run22:45 - South Korea Exports and Why Semiconductors Still Look Strong17:15 - Defining Therapeutics, Psychedelics, and the Next Big Micro Trade19:35 - MicroStrategy, Bitcoin Risk, and What Actually Matters Now Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	New week.
0:01.0	Big moves.
0:05.0	You ready?
0:06.0	Andreas on the data,
0:11.0	Mickle on the floor, turn the headline into trade you can know.
0:17.0	From yields to inflation, every chart, every trend, get the story, get the setup from the open to the end.
0:26.6	They try to be as actionable and as honest as possible, but keep in mind that their predictions might be...
0:33.6	Sometimes maybe good, sometimes may be good Sometimes maybe shit
0:39.3	Shit
0:40.3	Shit shit
0:41.3	She shit shit shit shit
0:43.3	Some time is maybe good
0:45.3	Sometimes maybe shit
0:46.3	It's Macro Mondays
0:49.3	Big Picture
0:51.3	Clear play stocks bonds
0:53.3	FX Crypto on the way, get context, strategy right now,
0:59.2	on your screen, Macromondays, level up your week, oh yeah.
1:06.1	Hey guys, and welcome back to Macro Monday.
1:09.0	I'm Andreas Steino, and I'm flying solo once again today as
1:12.4	Michael is still enjoying that Italian food and wine. We have a great show for you today and we'll
1:20.1	basically answer the question that matters the most for markets right now. Is the oil still
	...

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