UBS On-Air: Paul Donovan Daily Audio 'Firing amidst a ceasefire'
About this episode
The episode discusses the recent military actions between Iran and the US and their implications for economic negotiations.
Iran launched attacks against US naval vessels, and the United Arab Emirates. The US launched airstrikes against Iran. The Washington Post reports the US CIA believes Iran’s government can avoid additional economic hardship for several months, and that Iran still holds substantial stocks of missiles and launchers. This suggests less pressure on Iran to do a deal with the US—implying the US must compromise further, or the Strait of Hormuz will be closed longer than markets expect.
People in this episode
Host: Paul Donovan
Mentioned in this episode
Organizations: Iran, US, United Arab Emirates, Washington Post, CIA
Places: Strait of Hormuz
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