UBS On-Air: Paul Donovan Daily Audio 'Reality slowly creeps in'

About this episode

The episode discusses the diminishing impact of social media posts by US President Trump on the market as physical shortages threaten oil prices.

The longer the Strait of Hormuz is closed, the less market impact US President Trump’s early morning social media posts are likely to have. While physical reserves exist, prices can move on expectations. As physical shortages become a threat, expectations will have less of an impact—bad news for speculators placing conveniently timed trades. However, consumers can absorb higher prices for a time.

Topics covered

• market impact
• oil prices
• speculation
• consumer behavior
• physical reserves

Keywords

• Strait of Hormuz
• oil prices
• market speculation
• US President Trump
• physical reserves

Mentioned in this episode

Places: Strait of Hormuz

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