PodcastUBS On-Air: Market MovesOctober 12, 2026
UBS On-Air: Paul Donovan Daily Audio 'The Fast and the Furious'
Diesel politics, not actual energy deals, are driving US inflation-expectation risk ahead of midterms, Donovan argues.
- Oil-market weekend news: Trump announced a deal with Putin to buy Russian diesel over an undefined period, following Houthi attacks on Riyadh airport.
- Ceasefire unravels fast: Trump claimed an energy ceasefire between Russia and Ukraine via social media; Ukraine denied knowledge and Russia then struck a Ukrainian electricity plant.
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 trial14-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.