UBS On-Air: Paul Donovan Daily Audio 'Could go up, could go down'

Fresh US-Iran hostilities pushed oil prices higher, to levels experienced when the memorandum of misunderstanding was signed (10% above pre-war levels). Markets question the strength of the US position, allowing the optimism bias to cling on. Global behavior adapted during the war, mitigating the economic damage of renewed hostilities.

Episode metadata supplied by the publisher feed · Published Jul 9, 2026

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UBS On-Air: Paul Donovan Daily Audio 'Could go up, could go down'

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