Andreas Steno and Mikkel Rosenvold are back with the latest Macro Mondays to discuss the latest escalation in the Middle East and what the impact might be; a slowdown in Korean chip exports and what it tells us about the health of the AI trade; and a worrying new trend in the U.S.-China rivalry.

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Timestamps:
00:22 - Strait of Hormuz Crisis Returns: Should Markets Worry?
02:24 - Trump Wants the US to Control the Strait of Hormuz
03:53 - Oil Flows, Dark Tankers, and the Real Supply Risk
06:12 - How Long Can the US and China Cover the Oil Shortfall?
08:29 - Jet Fuel, Diesel, and the Inflation Risk Markets Are Missing
10:22 - CPI Preview: Could Inflation Surprise Sharply Lower?
15:23 - Memory Stocks, Semiconductor Demand, and the AI CapEx Boom
19:18 - South Korea Exports: Has the Memory Trade Finally Peaked?
22:58 - ASML Earnings and the Next Test for AI Stocks
24:42 - US-China Decoupling, Critical Metals, and the Dollar Trade

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Why Did the Iran War Restart? | Macro Mondays July 13, 2026

Macro Mondays

Why Did the Iran War Restart? | Macro Mondays July 13, 2026