UBS On-Air: Market Moves Client Strategy Office

Dan rejoins the podcast to provide his near-to-medium term outlook for the US economy, monetary policy, and equity markets. We also discuss where Dan is finding opportunity within equities, as well as the risks to be mindful of as we approach 2H24. Featured is Dan Suzuki, Deputy Chief Investment Officer at Richard Bernstein Advisors. Host: Daniel Cassidy

As we close out another week (and the month of April), Frank and Barry recap fixed income performance, as well as this week’s notable market moving events, notably the Q1 GDP print. We also preview what you can expect in the week ahead. Featured are Frank Sileo and Barry McAlinden, Senior Fixed Income Strategists for the Americas, UBS Chief Investment Office. Host: Shiavon Chatman

On this week’s episode, Burkhard reflects on April’s market performance and whether potential adjustments to the timing of Fed rate cuts could impact the prospects for growth. We also touch on how investors should consider positioning for rising geopolitical risk, and on the lighter side, share some reading and movie tips for a Spring weekend!

This week we examine what national polling in currently pointing to for the race for the White House, including takeaways from this week’s Pennsylvania primary. Shane also outlines some upcoming agenda items and focuses for Congress, and shares his expectations for Secretary of State Blinken’s visit to China. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Markets exhibited a naïve belief in the accuracy of economic data yesterday. US first quarter GDP will probably be revised stronger, and hinted at future consumer strength. The data does put more focus on today’s personal spending figures—and in particular the personal consumer expenditure deflators.

Jason and Paul rejoin the podcast in-studio to discuss the second edition of the new CEO Briefing Book quarterly series. We dive into how the macroeconomic environment, the landscape for corporate transactions, and geopolitics have all evolved thus far in 2024, and in turn what that means for corporate operating environments and decision making. Featured is Jason Draho, Head of Asset Allocation Americas, and Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy