UBS On-Air: Market Moves

Client Strategy Office
  • ٠٫٠ (٠)
  • الأعمال
  • يتم التحديث يوميًا
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. قبل ٦ ساعات

    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.

    ٢ من الدقائق
  2. Washington Weekly Podcast: Cabinet nominations, DC visit, Congressional makeup

    قبل ٢٣ ساعة

    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

    ١٤ من الدقائق

  3. قبل يوم واحد

    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.

    ١٠ من الدقائق

  4. قبل يوم واحد

    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.

    ٢ من الدقائق

  5. قبل يومين

    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.

    ٣ من الدقائق
  6. Top of the Morning: Long-term care costs and solutions

    قبل ٣ أيام

    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

    ٢٠ من الدقائق

  7. قبل ٣ أيام

    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.

    ٣ من الدقائق

  8. قبل ٤ أيام

    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

    ١٩ من الدقائق
مشاهدة الكل (١٫١ ألف)

حول

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

المعلومات

  • صناع العمل
    Client Strategy Office
  • سنوات النشاط
    ١٤٤٠ هـ - ١٤٤٦ هـ
  • الحلقات
    ١٫١ ألف
  • التقييم
    ملائم
  • حقوق النشر
    © UBS AG
  • موقع البرنامج على الويب
    UBS On-Air: Market Moves

قد يعجبك أيضًا

للاستماع إلى حلقات ذات محتوى فاضح، قم بتسجيل الدخول.

اطلع على آخر مستجدات هذا البرنامج

قم بتسجيل الدخول أو التسجيل لمتابعة البرامج وحفظ الحلقات والحصول على آخر التحديثات.
تحديد بلد أو منطقة

أفريقيا والشرق الأوسط، والهند

آسيا والمحيط الهادئ

أوروبا

أمريكا اللاتينية والكاريبي

الولايات المتحدة وكندا