UBS On-Air: Market Moves

Client Strategy Office
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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. 1日前

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

    2日前

    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分

  3. 2日前

    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分

  4. 2日前

    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分

  5. 2日前

    CIO House View Monthly Livestream - November

    Kurt Reiman, Head of Fixed Income and ElectionWatch Co-lead, provides an update on the vote count and outcome, while Jay Dobson, Energy and Utilities Strategist, Kevin Dennean, Technology and Telecom Strategist, and Brad Ball, Financials Strategist, dive into three of the most election-sensitive sectors.

    34分

  6. 3日前

    UBS On-Air: Paul Donovan Daily Audio 'Holding back?'

    China’s fiscal stimulus plans underwhelmed financial markets. There is a sense that consumer weakness has not been addressed directly (the weekend’s consumer price inflation data suggested consumer weakness). There might be a reluctance to admit that current policies are not working, or a desire to keep some fiscal firepower in reserve to deal with the risk of trade taxes in 2025.

    3分

  7. 6日前

    Top of the Morning: The week in review and preview

    As we close out another trading week, Brian recaps the FOMC policy meeting, along with notable economic data releases from over the past few days. We also spend time examining some economic implications of this week’s US election outcome. Plus, a look at the week ahead. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Shiavon Chatman

    8分

  8. 6日前

    CIO ElectionWatch Livestream: Day after

    John Savercool, Head of Governmental Affairs US, David Lefkowitz, Head of US Equities, and Leslie Falconio, Head of Taxable Fixed Income provide our initial reaction to the current vote count, equity and fixed income markets moves, and more.

    32分
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番組について

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

情報

  • クリエイター
    Client Strategy Office
  • 配信期間
    18年 - 24年
  • エピソード
    1062
  • 制限指定
    不適切な内容を含まない
  • Copyright
    © UBS AG
  • 番組のWebサイト
    UBS On-Air: Market Moves

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