PodcastUBS On-Air: Market MovesSeptember 21, 2026

UBS On-Air: Paul Donovan Daily Audio 'Affordability, again'

US motor fuel inflation (17% since Jan 2025) is far outpacing headline CPI (4.8%), sustaining an affordability-crisis narrative.

Diesel hits record: US average diesel price broke above $6.50/gallon Saturday, an all-time high, while gasoline sits near $4.50, below May's peak.
Affordability crisis persists: Since Jan 2025 US CPI is up 4.8%, but weighted motor fuel prices are up 17%, feeding perceptions of unaffordability.

The full card is a free trial away.

The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.

Read free — start your trial

14-day free trial

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.