UBS On-Air: Paul Donovan Daily Audio 'A dangerous game?'

Podcast: UBS On-Air: Market Moves · Client Strategy Office

Opublikowano: 2026-10-13

Chip manufacturers have been experiencing equity price volatility after Broadcom’s chief executive drew “casino” parallels. (US Treasury Secretary “House” Bessent has already demonstrated the danger of making that analogy). The global economic impact of this noise is not that significant—although it may matter for the South Korean and Taiwanese economies.