UBS On-Air: Paul Donovan Daily Audio 'Markets still want to believe'
From UBS On-Air: Market Moves by Client Strategy Office
May 7, 2026 · 3 min
About this episode
Paul Donovan discusses the current market sentiment regarding US-Iran relations and the impact on pricing.
Axios newswires reported the US and Iran “closing in on a deal”. Axios published similar reports on 15 April, 17 April, and 26 April. Markets want to believe, and blind faith drives pricing at the moment. The shape of the current war is largely in Iran’s hands. Investors have few insights into Iranian policy making.
People in this episode
Host: Paul Donovan
Topics covered
- market analysis
- US-Iran relations
- investor sentiment
- pricing strategies
- geopolitical risks
Keywords
- markets
- Iran
- US
- investors
- pricing
- geopolitics
- Axios
Mentioned in this episode
Organizations: Axios
Places: US, Iran
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