UBS On-Air: Paul Donovan Daily Audio 'Oil and bonds'

Elevated oil and diesel prices pose limited risk to consumer spending this year, but vulnerability builds into 2026.

• Diesel near records: US retail diesel prices remain close to all-time highs, showing the administration's policy efforts have had little effect on the price.
• Saudi diplomat withdrawal: US request for some diplomats to leave Saudi Arabia signals possible regional security concerns, including with regard to the Houthis.

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