UBS On-Air: Paul Donovan Daily Audio 'Details matter'
UBS On-Air: Market Moves · Podcast owner
September 10, 20253m 1s
Audio is streamed directly from the publisher (ubs.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Geopolitics is making headlines, but is generally ignored by markets. Israel’s air strike in Qatar moved the oil price a small amount, but investors are not pricing meaningful supply disruption. Reports of Russian incursions into Polish airspace are similarly downplayed. France has a new prime minister—Lecornu. While markets are not likely to bet on policy change, the US experience demonstrates the drag that policy uncertainty can have on corporate activity.