UBS On-Air: Paul Donovan Daily Audio 'Politics, sadly, is in focus'
UBS On-Air: Market Moves · Podcast owner
June 24, 20242m 42s
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
This week has a lot of politics in it, and markets are rarely that good at pricing political risk. The US presidential debate may make investors pay attention to political risk earlier than is normal in the US political cycle. Because so much attention has focused on the suitability of the candidates for office (rather than their policy positions), this debate might actually matter.