UBS On-Air: Paul Donovan Daily Audio 'Giving weight to risks'
UBS On-Air: Market Moves · Podcast owner
February 20, 20262m 52s
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Show Notes
US President Trump suggested that Iran had 10 or 15 days to do a deal, or face (unspecified) negative consequences. The US military presence in the Gulf means investors have given more weight to these remarks. Oil prices have moved higher—not dramatically, but enough that it might be visible to the US consumer in a few weeks. That has a bearing on inflation perception and the US affordability crisis.