1,000 episódios

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

UBS On-Air: Market Move‪s‬ Client Strategy Office

    • Negócios

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

    Top of the Morning: Investing in China - Opportunities for global investors

    Top of the Morning: Investing in China - Opportunities for global investors

    We explore a growth story that has captivated and intrigued investors throughout the globe, that story being China. Our conversation will walk you through the factors behind the rise of China, where opportunities exist for investment, the kind of role China can play in your portfolio and more. Featured are Jason Draho, Head of Asset Allocation Americas, as well as Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

    • 24 min
    UBS On-Air: Paul Donovan Daily Audio 'Stimulating times'

    UBS On-Air: Paul Donovan Daily Audio 'Stimulating times'

    The US Senate passed a fiscal package, very similar to that passed by the House. This suggests the final deal will be closer to USD 1.9tn than supposed. There are stimulus as well as anti-depressant features. Stimulus cheques are likely to be spent (typically within six months). Extended unemployment benefit increases to September is an anti-depressant, but if it reduces, precautionary savings will also stimulate.

    • 4 min
    Washington Weekly Podcast: Legislative developments, pandemic rollbacks and more

    Washington Weekly Podcast: Legislative developments, pandemic rollbacks and more

    On this edition, we discuss an array of key legislative items, including police reform, voting rights and the status of fiscal relief. We also recap the Senate hearings about the Capitol riots and pandemic rollbacks that have been implemented at the state level. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

    • 18 min
    UBS On-Air: Paul Donovan Daily Audio 'Employment is everything'

    UBS On-Air: Paul Donovan Daily Audio 'Employment is everything'

    Fed Chair Powell?s remarks yesterday said little new. The US economy is far from full employment, and bond markets are not disorderly. The second quarter inflation spike is something sensible economists will ignore - it seems Powell will ignore it as well. US Treasury yields rose by an economically insignificant amount. 1994 this is not.

    • 4 min
    Top of the Morning: US Financials - Update and outlook

    Top of the Morning: US Financials - Update and outlook

    Our conversation today will focus back in on the US Financials as we will examine recent performance within the group, along with the implications of rising rates, some notable themes within the space and more. Featured is Brad Ball, Financials Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

    • 19 min
    UBS On-Air: Paul Donovan Daily Audio 'The Fed and the bounce back'

    UBS On-Air: Paul Donovan Daily Audio 'The Fed and the bounce back'

    Today is world books day in the UK. It would be very wrong of me to use a UBS platform to promote the works of any single author, even if those books cover such vitally important economic topics as sustainability, inflation, prejudice and labor markets.

    • 4 min

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