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. Washington Weekly Podcast: Capitol Hill & Geopolitics roundup

    -2 ДН.

    Washington Weekly Podcast: Capitol Hill & Geopolitics roundup

    Against the backdrop of a potential shutdown of the US government next month, Shane updates us on a range of priorities being addressed by Congress. We also update on the status of remaining cabinet-level confirmation hearings, along with ongoing negotiations for a Russia-Ukraine war resolution. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

    14 мин.
  2. Sustainable Investing Perspectives with Dan Roarty (AllianceBernstein) & Amantia Muhedini (UBS CIO)

    -2 ДН.

    Sustainable Investing Perspectives with Dan Roarty (AllianceBernstein) & Amantia Muhedini (UBS CIO)

    We discuss the European Union Omnibus regulations, along with Trump administration executive orders that have attracted attention to the sustainability landscape. Featured in-studio are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas with the UBS Chief Investment Office, and Dan Roarty, Chief Investment Officer of the Sustainable Thematic Equities team at AllianceBernstein. Host: Daniel Cassidy

    18 мин.

  3. -2 ДН.

    UBS On-Air: Paul Donovan Daily Audio 'The risk of fantastic savings'

    US Treasury Secretary Bessent signaled that former US Treasury Secretary Yellen’s debt issuance plan would continue, implying no increase in longer-dated Treasury bonds and lowering 10-year yields. This support is threatened by talk of a “DOGE dividend” to taxpayers. There is a considerable gulf between claimed government savings and economists’ view of reality. Refunding illusionary savings would be a deficit-financed stimulus check.

    2 мин.

  4. -3 ДН.

    Top of the Morning: CEO Macro Briefing Book - Insights for Dealmakers

    Paul rejoins us in-studio to answer some of the most commonly asked questions our business-owner clients have regarding the M&A, Private Equity, Venture Capital, and IPO space in 2025. Featured is Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

    11 мин.

  5. -3 ДН.

    UBS On-Air: Paul Donovan Daily Audio 'Nervousness about policy'

    The minutes of the January Federal Reserve meeting gave a cautious policy outlook. Nervousness about the economic consequences of US President Trump’s policies was clear. In particular, the potential for Trump to ignite a further wave of inflation was cited. Companies seem more willing to pass on import tax increases to end consumers than in Trump’s first term (perhaps because consumers have become more accustomed to price increases). The potential for profit-led inflation may exaggerate that.

    2 мин.

  6. -4 ДН.

    UBS On-Air: Paul Donovan Daily Audio 'More taxes ahead'

    US President Trump threatened more taxes on US consumers, focused on autos, pharmaceuticals, and semiconductors. Trump rapidly retreated from trade taxes that would be very visible to US consumers—Gen Z would notice tariff-induced inflation for avocado on toast. Less visible taxes (like aluminum) have endured. The new proposals are partially visible—taxing new cars raises second-hand car prices and the cost of car insurance—but probably sufficiently disguised as to prevent a repeat retreat.

    3 мин.

  7. -4 ДН.

    Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 25)

    On this week’s episode of Viewpoints, Burkhard reflects on his recent travels to Africa and attendance at technology conferences across Europe - shedding light on the continental differences of our digital economy, along with opportunities to be aware of. Burkhard also previews the upcoming elections in Germany, and what clients and investors should be mindful of.

    12 мин.

  8. -4 ДН.

    Across the Pond: Why Switzerland is more than just a safe haven

    The Swiss franc has long been a safe haven during uncertain times - second only to the US dollar for many investors. But what makes the currency of the world's 20th largest economy so appealing? The small Alpine nation also boasts an impressively broad industrial base and an array of innovative companies. So, which other Swiss assets should global investors be considering? Featured in this episode is Daniel Kalt, CIO for Switzerland, alongside co-hosts Christopher Swann and Belinda Peeters.

    18 мин.
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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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  • Автор
    Client Strategy Office
  • Годы выхода
    2018 - 2025
  • Выпуски
    1,1 тыс.
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    Без ненормативной лексики
  • Авторские права
    © UBS AG
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    UBS On-Air: Market Moves

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