UBS On-Air: Paul Donovan Daily Audio 'War and long-term economics'
UBS On-Air: Market Moves · Podcast owner
March 3, 20262m 59s
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Show Notes
Near term, the rise in oil and gas prices are not yet economically threatening (they would need to stay high for longer). Dollar strength may be less about safety, and must partly reflect the need to buy more dollars to pay for oil, gas, or gold.