UBS On-Air: Paul Donovan Daily Audio 'Idle speculation'
About this episode
Paul Donovan discusses the impact of limited economic information on market speculation and recent geopolitical events.
The embarrassing lack of economic information leaves markets prey to idle speculation, rather than the pure and objective guidance that economists can offer. Yesterday’s exchange of fire between Iran and the US has not had a major market impact—it fits with Iran’s narrative on negotiations (which is what markets have priced), and keeps the optimism bias more or less intact.
More episodes of UBS On-Air: Market Moves
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- UBS On-Air: Paul Donovan Daily Audio 'Managing a “no deal” world'
- Signal over Noise: What history tells us about the next market leaders
- Talking Markets Podcast (Gold) with Aakash Doshi of State Street Investment Management
- UBS On-Air: Paul Donovan Daily Audio 'Extending the “ceasefire”'
- Talking Markets Podcast (AI Tech Tour takeaways) with Tony Kim of BlackRock
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