UBS On-Air: Paul Donovan Daily Audio 'Tariffing Hormuz traffic?'
UBS On-Air: Market Moves · Podcast owner
March 31, 20263m 8s
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Show Notes
The Wall Street Journal reports US President Trump is considering a retreat from the Gulf without establishing control of the Strait of Hormuz. Investors, temperamentally inclined to look on the bright side, are focusing on the retreat and not the fact that an Iranian Hormuz toll would act a bit like US tariffs.