UBS On-Air: Paul Donovan Daily Audio 'As you were'
UBS On-Air: Market Moves · Podcast owner
June 24, 20253m 4s
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Show Notes
Iran and Israel seem to be saying “if they stop, I’ll stop”, although there were some missile exchanges overnight. That is enough for markets, with oil prices back to the levels of a couple of weeks ago (wiping out the potential economic impact). As with situations like North Korea, investors are not inclined to give weight to extreme tail risks, so things like the location of enriched uranium will be overlooked.