# Across the Pond: From conflict to compromise - What a Middle East deal could mean for markets

Page: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/across-the-pond-from-conflict-to-compromise-what-a-middle-east-deal-could-mean-for-markets
Text version: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/across-the-pond-from-conflict-to-compromise-what-a-middle-east-deal-could-mean-for-markets.md
Podcast: [UBS On-Air: Market Moves](https://stenobird.com/podcast/ubs-on-air-market-moves-2992243)
Published: 2026-07-16T18:08:33+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/260716-Across_the_Pond.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/260716-Across_the_Pond.mp3
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Duration seconds: 1446

## Resource

Hostilities in the Middle East have flared up again, disrupting shipping and renewing concerns about energy prices, inflation, and global growth. But both the US and Iran still have powerful economic and political incentives to avoid a return to all-out war. Why does diplomacy remain the most likely endgame - and what could a lasting agreement mean for investors? In the latest episode of Across the Pond, hosts Christopher Swann and Belinda Ulander are joined by UBS Global Chief Economist Paul Donovan to explore the implications for US markets, Europe’s energy-sensitive economy, and opportunities across Asia and beyond.

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## Transcript

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