UBS On-Air: Market Moves Client Strategy Office
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- Economía y empresa
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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UBS On-Air: Paul Donovan Daily Audio 'The importance of participation rates'
In any society experiencing a period of economic upheaval, some people do better while others do worse. The causes are complex, but those suffering want a simple explanation. This encourages scapegoat economics—blaming economic problems on a minority group. Scapegoat economics encourages prejudice politics, where politicians promise everything will be OK if that group can only be excluded. This helps explain the extremists’ success in the European elections.
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CIO House View Monthly Livestream (June)
Hear the latest thinking and investment recommendations from the UBS Chief Investment Office with Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, and David Lefkowitz, Head of Equities Americas.
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Top of the Morning: May Jobs report, Fed preview, & the week ahead
As we close out another trading week, Brian Rose recaps the May employment data and provides a health check on the US labor market. We also preview next week’s FOMC meeting, along with some other points of interest on the US data calendar. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Shiavon Chatman
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UBS On-Air: Paul Donovan Daily Audio 'The ECB creaks toward a cutting cycle'
As expected, the ECB offered a 0.25-percentage-point rate cut, with general vagueness about the future. The rationale was also as expected—interest rates are following inflation lower. Applying the ECB’s logic to the likely path of the economy, another couple of rate cuts seem likely this year, but Lagarde was not prepared to signal that strongly at yesterday’s press conference.
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Washington Weekly Podcast: Remembering D-day, Dr. Fauci testimony, US Southern border
This week Shane reflects on the 80th anniversary of D-day, recap’s Dr. Anthony Fauci’s Congressional testimony, updates on the latest executive action directed at the US Southern border, along with developments surrounding the Israel-Hamas War. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
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Top of the Morning: Mexico’s Election - Outcome & Investment implications
In the wake of Mexico’s election outcome earlier this week, Gaby outlines the results, weighs in on the market response, and shares the investment implications to be mindful of. Featured is Gaby Soni, Head of Investment Strategy Mexico, UBS Chief Investment Office. Host: Daniel Cassidy