Top of the morning - UBS On-Air
Top of the Morning: CIO Strategy Snapshot - Roadmap to recovery
Today, as part of the CIO Strategy Snapshot, we dive into the latest UBS House View which outlines the roadmap to recovery for the economy and investor sentiment, along with the contributing factors to a recent spike in uncertainty over where markets might be headed in the near-term. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Chinese growth (ignore consensus comparisons)'
China's GDP in the third quarter was below the lowest estimate in the forecast range. Second quarter data was revised higher. September industrial production was above the highest estimate in the forecast range, and retail sales growth was near the top of the forecast range. The conclusion is that global demand is helping China's economy alongside some increase in domestic demand.
Top of the Morning: The week in review and preview
As the 3Q20 earnings season is underway, today we reflect on the first week of reporting, as well as notable macro developments and discuss positioning. Featured is Matt Tormey, Associate Equity Strategist Americas, UBS Chief Investment Office. Host: Griffin Marie
UBS On-Air: Washington Weekly Podcast
We check in with the UBS US Office of Public Policy to discuss the latest developments within the beltway and beyond. Our conversation today touches on what polls are pointing to with respect to several key Senate races, developments on the campaign trail, including Thursday night?s Presidential Town Halls, the SCOTUS hearings of nominee Judge Amy Coney Barrett and more. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Will fiscal stimulus fly?'
Fiscal uncertainty lingers in the US. US President Trump signalled a willingness to offer more stimulus measures. However, even if a deal could be done with the Democrats in the House, US Senate leader McConnell suggested that Senate Republicans would not be happy. The question is whether Trump has enough political capital to persuade Senate Republicans to increase stimulus measures.
Top of the Morning: Fixed Income Strategist - The final countdown
Today we examine how to be positioned within fixed income amid the current macro and policy backdrop, along with what the election outcome might mean for the direction of interest-rates. Featured is Leslie Falconio, CIO Senior Fixed Income Strategist Americas. Host: Daniel Cassidy
Customer ReviewsSee All
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).