1,000 episodes
UBS On-Air: Market Moves Client Strategy Office
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- Business
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4.0 • 4 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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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).
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State of the US Consumer & Brand engagement with Eric Clark (Accuvest)
Eric rejoins the podcast to share his take on how current economic conditions and the rate environment have impacted consumer behavior and spending patterns. We also touch on how brands have been adapting or pivoting in order to maintain consumer engagement. Featured is Eric Clark, Portfolio Manager with Accuvest Global Advisors. Host: Daniel Cassidy
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UBS On-Air: Paul Donovan Daily Audio 'Funding consumer spending'
In the Middle East, Hamas accepted a Qatari/Egyptian proposal for a ceasefire, but the Israeli government has rejected it. There are obvious humanitarian consequences from this, but little direct market impact. Over the longer term, there may be some wider political considerations as this is a polarizing issue in the US (and Republican and Democratic party conventions loom in July and August).
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Top of the Morning: CIO Strategy Snapshot - Summer sequel?
As we turn the page on a volatile month of April and look ahead to the summer, we consider whether the April FOMC meeting and Employment Report outcomes have hinted at the return of a ‘goldilocks’ environment? Jason explains, along with outlines positioning considerations for the current environment. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Customer Reviews
Great conversations but poor audio quality
Thanks for the great discussion but the audio quality can be further improved for better clarity.
Paul Donovan is top !
Somehow at times 2-3 episodes of the show are uploaded at the same time (so some are listened to with days of delay). Still 5 star !