UBS On-Air: Market Moves

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UBS On-Air: Market Moves

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

  1. HACE 1 DÍA

    UBS On-Air: Paul Donovan Daily Audio 'All the single ladies (and lads)'

    China’s singles’ consumer spending festival may have helped support October retail sales data. Industrial production data was less surprising, although the detail hinted at some export strength. It seems rather early for the story of foreigners buying goods in anticipation of tariffs—buy now to avoid taxes later—to apply.

    2 min
  2. Washington Weekly Podcast: Cabinet nominations, DC visit, Congressional makeup

    HACE 1 DÍA

    Washington Weekly Podcast: Cabinet nominations, DC visit, Congressional makeup

    We recap President-elect Trump’s visit to Washington DC (including his White House meeting with President Biden), along with review the known staff picks and cabinet nominations of the incoming Trump administration. Plus, a look at incoming Congressional leadership, and a review of the Congressional agenda priorities between now and year end. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

    14 min

  3. HACE 2 DÍAS

    Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 19)

    On this episode of Viewpoints, Burkhard weighs the latest US inflation data, along with considers the potential impact of US-imposed tariffs (to nations such as China) to the US inflationary environment. We also calculate whether tariffs will ultimately pay for lower taxes in the US.

    10 min

  4. HACE 2 DÍAS

    UBS On-Air: Paul Donovan Daily Audio 'Disinflation beneath inflation'

    US October producer price inflation is due. These numbers better reflect corporate pricing power than does the consumer price data. The tone should be consistent with a December rate cut—in this situation, the Federal Reserve does not want rising real rates, and inaction would raise real rates over the course of this year.

    2 min

  5. HACE 3 DÍAS

    UBS On-Air: Paul Donovan Daily Audio 'The future of inflation and interest rates'

    We get US consumer price inflation data today. In one sense, the numbers are curiously unimportant. There are potentially competing forces at work on future US inflation. The fantasy owners’ equivalent rent measure should slow, but does not change anyone’s inflation reality. Oil prices may be lower, depending on US supply and Middle Eastern policies. Larger fiscal deficits, labor deportations, and consumer taxes via tariffs would all add to inflation pressures.

    3 min
  6. Top of the Morning: Long-term care costs and solutions

    HACE 4 DÍAS

    Top of the Morning: Long-term care costs and solutions

    We spotlight the latest Modern Retirement Monthly publication which breaks down the associated costs of long-term care, along with solutions to consider. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Senior Total Wealth Strategist, UBS Chief Investment Office. Host: Daniel Cassidy

    20 min

  7. HACE 4 DÍAS

    UBS On-Air: Paul Donovan Daily Audio 'Prices, perceptions, and policy'

    The New York Federal Reserve survey of inflation expectations is of little economic relevance, but may be of future political interest. Inflation expectations are skewed towards prices of high frequency purchases (food and fuel). Trade tariffs, as a sales tax, increase prices paid by US consumers—but generally for lower frequency purchases. As such, the impact on living standards may be greater than the impact on perceived inflation.

    3 min

  8. HACE 5 DÍAS

    Top of the Morning: CIO Strategy Snapshot - Reacting, fast and slow

    In the wake of the US election outcome, Jason breaks down what a second Trump term means for the markets, the US economy, and monetary policy. Plus, thoughts on the recent market momentum, and whether it can last, along with a look at CIO’s investment outlook and positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

    19 min
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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

Información

  • Creador
    Client Strategy Office
  • Años de actividad
    2018 - 2024
  • Episodios
    1.1 k
  • Clasificación
    Apto
  • Copyright
    © UBS AG
  • Mostrar sitio web
    UBS On-Air: Market Moves

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