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
UBS On-Air: Paul Donovan Daily Audio 'What just happened?'
Market attention focused on the Fed Chair?s statement yesterday. Markets expect economic insight and leadership from the Fed chair. However, for the first time in decades, we have a Fed chair who is not an economist. Markets may have expected too much, especially as the Fed is divided on policy.
Top of the Morning: China equity markets - Thoughts on recent activity
Our conversation focuses on the drivers behind recent activity within Chinese equity markets, what the path forward might look like and how to think about allocation. Featured is Alejo Czerwonko, Chief Investment Officer for the Emerging Markets Americas with the UBS Chief Investment Office. Host: Daniel Cassidy
Sustainable Investing Perspectives: US infrastructure, Hydrogen and non-traditional green themes
Our conversation focuses on the potential road ahead for US infrastructure legislation, recent developments surrounding and adoption of hydrogen, and sustainable investing outside of traditionally green themes. Featured are Michelle Laliberte, Thematic Investment Associate Americas, UBS Chief Investment Office and Amy Farrell, Sustainable Investing Specialist, UBS Asset Management. Host: Daniel Cassidy
Top of the Morning: US Housing - Pause, cool down or crash
Our conversation focuses on the current state of and outlook for the housing market, including what recent sales and migration trends are pointing to and what the rental market is telling us. Featured is Jon Woloshin, Real Estate and Lodging Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'When to tighten?'
The US Federal Reserve meets today. Investors are not expecting to be surprised by today?s decision ? they want signals about what will happen at future meetings, with many expecting a policy change (on quantitative policy) this year. The August Jackson Hole summer camp for economists may be a better intellectual forum to debate quantitative policy methods than the fevered environment of Fed Chair Powell?s press conference.
Top of the Morning: Tokyo Olympic Games - Going for green
Our conversation spotlights the Tokyo Olympic Games and how the event is going for gold when it comes to green initiatives. Featured is Michelle Laliberte, Thematic Investment Associate Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Very good and entertaining
I enjoy Paul Donovan’s approach and delivery to financial news and I hope that this show will continue as-is for years to come. Well done!
Their broadcast volume is very very light, causing me to listen only in dead silent surroundings at the maximum volume my device allows. Almost not worth the effort.
John Oliver Parodies
Paul Donovan performs a “John Oliver” parody each episode complete with sarcastic wit biased toward one political party, less toward actual financial information.