Paul Donovan's Daily Audio: Rise and Fall

Paul Donovan discusses the positive market impact of the upcoming Iran-US deal, which is helping to stabilize oil prices and curb inflation risks. The shift is expected to influence future global spending patterns toward Europe and Asia.

Key Takeaways

• 1.An impending US-Iran deal is supporting risk markets and lowering oil prices.
• 2.The inflation impulse from oil is expected to fade, highlighting a benign underlying inflation position.
• 3.Post-war spending and reconstruction are likely to favor equipment and goods from Europe and Asia over the US.

Table of Contents

• Audio
• Global asset class preferences definitions
• Appendix

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