UBS On-Air: Paul Donovan Daily Audio 'Ceasing the ceasefire?'
About this episode
The episode discusses the muted market reaction to the US and Iran exchanging fire in the Gulf and the implications for oil prices.
Markets have had a muted reaction to reports of the US and Iran exchanging fire in the Gulf. Investors had tended to dismiss US President Trump’s weekend optimism and focused instead on comments from Iran, so an escalation was not unexpected. Prices are still not at levels that would bring supply and demand into balance (once reserves are exhausted), and various politicians globally talking of subsiding retail oil prices will make things worse.
Topics covered
- market reaction
- US-Iran conflict
- oil prices
- investor sentiment
- political commentary
Keywords
- US-Iran
- oil prices
- market reaction
- investors
- politics
Mentioned in this episode
Places: US, Iran, Gulf
More episodes of UBS On-Air: Market Moves
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- Top of the Morning: What is the FIRE movement?
- UBS On-Air: Paul Donovan Daily Audio 'Diminished guidance'
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