UBS On-Air: Paul Donovan Daily Audio 'Perception and reality'

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UBS On-Air: Market Moves not yet transcribed

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Recorded12 Feb 2024

Publishersecure.ubs.com

Handlerec:4544245

Show notes

Former US President Trump was making some strongly pro-Russia comments over the weekend, in the wake of increasingly hostile rhetoric toward China. Markets to date are largely unmoved. Investors are not yet prepared to price scenarios for the November elections. While defence and trade policy fall under presidential commander in chief powers, fiscal policy will depend on Congress as well as the White House.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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