{"podcast":{"title":"UBS On-Air: Market Moves","slug":"ubs-on-air-market-moves-2992243","podcast_index_feed_id":2992243,"rss_url":"https://www.ubs.com/us/en/wealth-management/insights/podcasts/_jcr_content/root/contentarea/mainpar/toplevelgrid_1112494256/col_1/tabteaser/tabteasersplit/innergrid/col_1/responsivepodcast_co.itunes.xml","website_url":"https://www.ubs.com/us/en/wealth-management/insights/podcasts.html","image_url":"https://www.ubs.com/content/dam/podcasts/wma/Image/UBS_On-Air_Podcast_Logo-2.png","author":"Podcast owner","episode_count":300,"summary":"UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior","last_synced_at":"2026-07-28T08:17:13.858505+00:00","page_url":"https://stenobird.com/podcast/ubs-on-air-market-moves-2992243"},"episode":{"title":"UBS On-Air: Paul Donovan Daily Audio 'Oil’s tariff playbook'","slug":"ubs-on-air-paul-donovan-daily-audio-oil-s-tariff-playbook","published_at":"2026-07-27T07:14:21+00:00","page_url":"https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/ubs-on-air-paul-donovan-daily-audio-oil-s-tariff-playbook","show_page_url":"https://stenobird.com/podcast/ubs-on-air-market-moves-2992243","url":"https://www.ubs.com/content/dam/podcasts/wma/260727-oils-tariff-playbook.mp3","audio_url":"https://www.ubs.com/content/dam/podcasts/wma/260727-oils-tariff-playbook.mp3","summary":"The policy pattern of the trade war is echoed in the policy pattern of the ongoing Gulf war. In 2025, US threats over tariffs provoked market reactions, leading to a policy retreat in the face of those reactions. Escalating Gulf violence pushed oil prices over USD100/barrel, leading to a policy shift by the US. The risk with this process is that as investors anticipate a policy retreat, the market reaction becomes more muted over time and applies less pressure for policy change.","meta_description":"The policy pattern of the trade war is echoed in the policy pattern of the ongoing Gulf war. In 2025, US threats over tariffs provoked market reactions, l…","key_points":[],"chapters":[],"topics":[],"duration_seconds":329,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/ubs-on-air-market-moves-2992243/episodes/ubs-on-air-paul-donovan-daily-audio-oil-s-tariff-playbook/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/ubs-on-air-paul-donovan-daily-audio-oil-s-tariff-playbook.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}