1,000 episodes
UBS On-Air: Market Moves Client Strategy Office
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- Business
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4.0 • 18 Ratings
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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
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Washington Weekly Podcast: Israel-Hamas War, Capitol Hill roundup
Following a pause of arms shipments to Israel from the US, Shane outlines what the response has consisted of and what might come next. We also cover this week’s efforts to remove House Speaker Mike Johnson from his post, along with the testimonies on Capitol Hill surrounding antisemitism across US school campuses. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy
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Top of the Morning: Emerging Markets - Weathering geopolitical tension
We revisit our conversation on the emerging markets and outline CIO’s current thinking when it comes to equity and fixed income positioning within the broader asset class. We also explore risk factors, spanning inflation to geopolitical concerns. Featured is Chi Amaechi, Emerging Markets Strategist, UBS Chief Investment Office. Host: Daniel Cassidy
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UBS On-Air: Paul Donovan Daily Audio 'US tax increases next week?'
Media reports suggest US President Biden plans to announce new taxes on US consumers of products from China, specifically, electric vehicles and solar products. These taxes are not as broad as the consumer taxes imposed by US President Trump, but they are reflective of the trends of scapegoat economics and prejudice politics. Economic nationalism is a specific manifestation of those trends.
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UBS On-Air: Paul Donovan Daily Audio 'Following Swiss leadership'
Sweden’s Riksbank followed the Swiss National Bank’s leadership with an interest rate cut. The move was generally though not universally expected by financial markets. The press conference implied that lower inflation was driving interest rates lower, and that more rate cuts may be forthcoming later this year.
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CIO House View Monthly Livestream (May)
Hear the latest thinking and investment recommendations from the UBS Chief Investment Office with Dan Scansaroli, Head of Portfolio Strategy & UBS Wealth Way Americas, and Nadia Lovell, Senior Equity Strategist Americas.
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UBS On-Air: Paul Donovan Daily Audio 'Rate cuts ahead?'
Sweden’s Riksbank is expected to cut interest rates at its meeting today (this is a widespread but not a universal expectation). Swedish inflation is some way above 2%, but the trend has been for slower price increase. In cutting rates, the Riksbank would simply be following inflation lower (as with the earlier Swiss rate cut).
Customer Reviews
Paul donovan best one
The format of the Paul Donovan one is perfect. Short and sweet. Extra points for the accent and dry humour, makes you feel you are having a pint in a pub with thick carpet that smells of butter and a dartboard with one dart.
The other ones are good but a bit repetitive, ESG, the new normal, etc... we can talk for hours but not very practical or insightful, everyone says the same thing.
UBS should look into the format of the MS ones, short, and with guests like the GS ones (different business units, to go deep into something, the rates person, the prime brokerage person, the fx desk person, etc tell us whats happening, but just 5 minutes max).
Disappointed
The podcast from PD is great the rest so and so.
The most annoying thing is that the last 5/6 episodes aren’t possible to play, most probably due to an upload error.
From UBS I expect better quality & execution.
Paul Donovan
5 Stars for Paul Donovan. In fact set up an individual channel for his work to save me marking the other casts as read every day, to clear the downloads.