UBS On-Air: Paul Donovan Daily Audio 'Three reasons why'

The podcast dives into the recent delay of a proposed 50% tariff on European goods and its impact on market reactions. It explores why investors often respond to initial announcements despite frequent tariff reversals. The discussion reveals a disconnect between tax policies and consumer perceptions, particularly how media narratives can mislead public understanding of price increases, like those seen in coffee. These insights shed light on the complexities of trade policy and its influence on market dynamics.