UBS On-Air: Market Moves

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UBS On-Air: Market Moves Podcast

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 DAY AGO

    CIO Fixed Income Roundtable Series: Post-FOMC edition

    In the wake of the Fed’s decision to cut interest rates for the first time in four years, the CIO fixed income team spends time reflecting on the policy shift, what to look out for in the months ahead, and what an easing policy environment means for fixed income assets. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, along with Senior Fixed Income Strategists’ Barry McAlinden and Frank Sileo, from the UBS Chief Investment Office.

    24 min

  2. 2 DAYS AGO

    UBS On-Air: Paul Donovan Daily Audio 'Economists versus politicians'

    US politics keeps resurrecting ideas from the 1970s—most recently questioning central bank independence. Some economists argue that Federal Reserve Chair Powell is the worst central bank head since Fed Chair Burns (who served US President Nixon). Burns was independent in theory, but not in practice. Former US President Trump suggested this week’s rate cut was political in nature, and that the Fed should be more under his control. US President Biden defended Fed independence yesterday.

    2 min

  3. 2 DAYS AGO

    Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 13)

    On this week’s episode of Viewpoints, Burkhard reacts to yesterday’s decision by the FOMC to cut interest-rates for the first time in four years, and what this policy move might mean for the economy and markets. We also touch on the implications to the yield-curve, along with global environment for debt, inflation, and market preferences.

    10 min

  4. 3 DAYS AGO

    UBS On-Air: Paul Donovan Daily Audio 'An emergency cut without an emergency'

    The US rate-cutting cycle began with a 50bp cut—the sort of move normally reserved for an economic emergency. The US has near full employment, steady consumption, and rising real wages. This is no economic emergency. It is not plausible to claim Federal Reserve Chair Powell knows something economists do not (especially after yesterday’s press conference). The fact that a Fed governor dissented for the first time in 19 years helped reduce the impression of panic.

    2 min

  5. 3 DAYS AGO

    CIO First Take: September FOMC meeting

    Join Jason Draho, Head of Asset Allocation Americas, and Brian Rose, Senior Economist Americas, for thoughts and reflections on the outcome of the September FOMC meeting. Jason also speaks to the market response, and shares CIO’s positioning recommendations. Host: Daniel Cassidy

    14 min

  6. 3 DAYS AGO

    UBS On-Air: Paul Donovan Daily Audio 'The damage of data dependency'

    Finally, several months later than it should, the Federal Reserve will cut rates today. Stressing data dependency when data are not dependable has led to this unnecessary delay. The Fed has been lucky the damage has been limited—middle-income borrowers locked in mortgages at absurdly low rates, and real rates for borrowers (deflated by income growth) have not risen too much.

    3 min

  7. 3 DAYS AGO

    Top of the Morning: Should you harvest capital gains at today’s rate?

    Our conversation focuses on considerations around tax management, namely if the capital gains tax rates go higher, does it make sense to harvest capital gains at the lower tax rate today. We also review additional tax changes being proposed that investors should be mindful of. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Senior Total Wealth Strategist, UBS Chief Investment Office. Host: Daniel Cassidy

    15 min

  8. 4 DAYS AGO

    Top of the Morning: Election 2024 - Critical takeaways for global entrepreneurs

    As Election Day in the US quickly approaches, Paul drops by the studio to outline the economic agendas of both candidates, and reviews the implications of certain outcomes to global entrepreneurs and business owners. Featured is Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

    14 min
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About

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

Information

  • Creator
    Client Strategy Office
  • Years Active
    2018 - 2024
  • Episodes
    1.1K
  • Rating
    Clean
  • Copyright
    © UBS AG
  • Show Website
    UBS On-Air: Market Moves

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