UBS On-Air: Market Moves UBS On-Air: Paul Donovan Daily Audio 'Not blinking. Possibly winking'
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May 7, 2025 Tensions rise as India conducts military strikes against Pakistan, prompting discussions on how this affects market expectations. Investors remain optimistic about the global risk appetite despite geopolitical concerns. The conversation shifts to political changes in Germany and the ongoing U.S.-China trade conflicts, examining their significance on market dynamics. Additionally, insights into Federal Reserve decisions highlight the importance of clear communication amid economic uncertainties.
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India-Pakistan Tensions Contained
- India conducted military strikes against Pakistan as anticipated by investors.
- The situation is expected to remain contained with limited global disruption.
German Chancellor Election Anomaly
- Germany elected Chancellor Merz after a rare initial voting misstep in the Bundestag.
- Secret ballots enabled coalition members to anonymously dissent without personal repercussions.
US Tariffs Misunderstood
- US tariffs are mistakenly assumed to be paid by foreign suppliers, though domestic buyers bear the cost.
- China and others may delay trade deals, waiting to see economic damage from US tariffs inside the US.