Daily Audio: Firing Amidst a Ceasefire

UBS Chief Economist Paul Donovan discusses the escalating US-Iran maritime conflict and its potential to keep the Strait of Hormuz closed longer than expected. He also covers shifting US-EU trade deadlines and the anticipated US April employment and consumer sentiment data.

Key Takeaways

• 1.Escalating conflict between the US and Iran increases the risk that the Strait of Hormuz will remain closed longer than market expectations.
• 2.US trade policy remains volatile with the Trump administration extending EU trade deadlines and a court ruling against specific Section 122 tariffs.
• 3.Upcoming US employment data is expected to show moderate gains, though economists warn that deportation policies could paradoxically reduce citizen employment.

Table of Contents

• Audio
• Global asset class preferences definitions
• Appendix
• Risk information
• Generic investment research – Risk information
• Important Information About Sustainable Investing Strategies
• Additional Disclaimer relevant to Credit Suisse Wealth Management

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