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. 16 ГОД ТОМУ

    UBS On-Air: Paul Donovan Daily Audio 'Rate cuts and tax hikes'

    The Federal Reserve meeting minutes signalled a gradual series of rate reductions next year (a quarter point each quarter seems reasonable). A December rate cut is also plausible, bringing interest rate reductions in line with the decline in the inflation rate.

    3 хв

  2. 1 Д. ТОМУ

    How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)

    As 2025 quickly approaches, Rich rejoins Jason for a year-ahead discussion, spanning the macroeconomic environment, to markets, to the landscape across Washington DC. We also spend time reviewing investment themes in-focus, along with allocation preferences across asset classes. Featured are Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and Richard Bernstein, Founder, Chief Executive Officer and Chief Investment Officer of Richard Bernstein Advisors (RBA). Host: Daniel Cassidy

    35 хв

  3. 1 Д. ТОМУ

    UBS On-Air: Paul Donovan Daily Audio 'Orthodoxy does not have influence'

    Government by social media—US President-elect Trump pledged to hit US consumers with aggressive consumption tax hikes immediately on taking office. A 25% tax for consumers of Mexican and Canadian goods and an additional 10% tax on consumers of goods from China is proposed.

    3 хв

  4. -2 ДН.

    Top of the Morning: CIO Strategy Snapshot - The other “Trump put”

    As we commence a shortened holiday trading week, Jason reflects on Friday’s announcement of global macro hedge fund investor Scott Bessent being nominated as Treasury Secretary. Jason weighs the prospects for Senate confirmation, along with likely policy approach. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Shiavon Chatman

    16 хв

  5. -2 ДН.

    UBS On-Air: Paul Donovan Daily Audio 'Does orthodoxy also mean influence?'

    Markets reacted positively to US President-elect Trump nominating the financier Bessent as treasury secretary. Investors prefer orthodoxy, predictability, and coherence from economic policy; there were fears that some of the candidates may not possess those attributes. Bessent does. Bessent has said he regards taxing US consumers via trade tariffs as a bargaining tool—essentially the stance in Trump’s first term. Others in the cabinet disagree, but investors will be pleased there is one voice of trade tax moderation.

    2 хв

  6. -5 ДН.

    Top of the Morning: Key messages and investment themes for 2025

    Our series of year ahead conversations continue as Mike Gourd stops by the studio to outline the key messages and investment themes from the UBS Chief Investment Office that investors should be mindful of for 2025 (and beyond). Mike also introduces and explains the new Transformational Innovation Opportunities framework as a guide for investing. Featured is Mike Gourd, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

    17 хв

  7. -5 ДН.

    UBS On-Air: Paul Donovan Daily Audio 'Political checks and balances'

    Former US Congressperson Gaetz withdrew from the nomination to be US attorney general. This is not a post with much direct importance to investors (beyond a general belief in the rule of law). However, it might be read as the Senate challenging someone regarded as an unorthodox choice. Investors often prefer orthodoxy, especially for roles at (for instance) the Federal Reserve.

    3 хв

  8. -6 ДН.

    Top of the Morning: Year Ahead (2025) Roaring ‘20s: The Next Stage

    Learn about key developments that will shape the next stage of the decade, including political change in the US, economic stimulus in China, geopolitical developments and lower interest rates. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

    18 хв
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Опис

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

Інформація

  • Автор
    Client Strategy Office
  • Роки діяльності
    2018 - 2024
  • Епізоди
    1,1 тис.
  • Категорія
    Не відверті
  • Авторське право
    © UBS AG
  • Вебсайт шоу
    UBS On-Air: Market Moves

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