EPISODE · Jul 27, 2026 · 5 MIN
UBS On-Air: Paul Donovan Daily Audio 'Oil’s tariff playbook'
The policy pattern of the trade war is echoed in the policy pattern of the ongoing Gulf war. In 2025, US threats over tariffs provoked market reactions, leading to a policy retreat in the face of those reactions. Escalating Gulf violence pushed oil prices over USD100/barrel, leading to a policy shift by the US. The risk with this process is that as investors anticipate a policy retreat, the market reaction becomes more muted over time and applies less pressure for policy change.
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UBS On-Air: Paul Donovan Daily Audio 'Oil’s tariff playbook'
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