UBS On-Air: Paul Donovan Daily Audio 'Wars and trade wars'
UBS On-Air: Market Moves
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Market Implications of Geopolitical Events and Trade Dynamics
This chapter examines the subdued market responses to recent geopolitical events, particularly the Russia-Ukraine conflict. The speaker highlights the intricate relationship between US trade policy and its effects on European and Chinese trade dynamics, stressing the political importance of trade data over short-term economic consequences.
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Transcript
