It’s Beginning To Look A Lot Like COVID! | Macro Mondays: May 11, 2026

Real Vision: Finance & Investing

Real Vision

Business News, Business, Investing, News

4.1 • 1.1K Ratings

🗓️ 11 May 2026

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andreas Steno Larsen and Mikkel Rosenvold are back to break down why today’s macro environment is starting to resemble 2021, from renewed concerns around the Hanta virus to rising input costs and supply chain pressures. Additionally, they assess the highly anticipated meeting between Donald Trump and Xi Jinping, and monitor the latest developments in peace talks for both Iran and Ukraine.🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps:01:07 - Why 2026 Is Starting to Look Like 202103:17 - Hantavirus, Covid Flashbacks, and Why Markets Should Ignore It06:30 - Easy Dollar Liquidity, SLR Reform, and the Return of Risk Appetite11:27 - Tomorrow’s CPI Report and the Next Inflation Wave13:29 - Iran, Oil, and Why Hormuz Is Fading as a Market Driver15:03 - Trump-Xi Meeting: The Underreported Macro Event of the Week17:30 - Best Portfolio Hedges for US-China Decoupling22:21 - Iran, Ukraine, China: Could Easing Geopolitics Extend the Rally?25:12 - End Consumer Scarcity: The New AI and Semiconductor Trade 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. 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. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Spring is here, New York City is bustling, and I just finished a clean of my apartment this past weekend.
0:05.0	And boy, did it feel great. You know what also feels great?
0:08.5	One dashboard that gets your entire financial life organized.
0:12.0	No more clutter, no more mess, no more scattered logins.
0:15.0	Just accounts, investments, property, and more, all in one place.
0:19.5	Get your first year of Monarch for half off, just $50 with promo code Real Vision.
0:24.9	Indeed, the Monarch app has helped me visualize my cash flow and helps me see where my money's
0:30.7	moving.
0:31.5	Not only that, I'm able to view my investments from various cans and how they're stacking up
0:36.3	against the S&P 500.
0:38.3	But my favorite feature is the AI Weekly Recap that sends me alerts on spending spikes,
0:44.3	net worth shifts, and even upcoming expenses.
0:48.3	Trust me, your finances will finally feel clean when you join Monarch.
0:52.3	Use Real Vision at marnock.com to get your first half year off at just
0:57.0	$50. That's 50% off your first year at monarch.com with code Real Vision. New week. Big moves.
1:11.6	You ready? Andreas on the data, Mickle on the floor,
1:16.6	turn the headline into trade you can know.
1:20.6	From yields to inflation, every chart, every trend,
1:24.6	get the story, get the setup from the open to the end.
1:29.3	They try to be as actionable and as honest as possible, but keep in mind that their predictions might be...
1:37.3	Sometimes maybe good.
1:39.3	Sometimes maybe good.
	...

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