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.
More episodes of UBS On-Air: Market Moves
- Talking Markets Podcast (Geopolitics & Emerging Markets) with Arif Joshi of Bramshill Investments
- UBS On-Air: Paul Donovan Daily Audio 'UAE cashes out of OPEC'
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