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. HACE 4 H

    UBS On-Air: Paul Donovan Daily Audio 'It’s a Barbie world'

    The manufacturer of Barbie dolls has warned that higher prices are coming to US consumers, as a direct consequence of tariffs. Moving production to the US does not seem to be an option. Rationing dolls to two per child while raising prices has limited consequences, but US President Trump has signaled medicines will be next. Rationing medicines with higher prices may have more significant consequences (raising health insurance prices, for instance).

    3 min

  2. HACE 18 H

    Top of the Morning: CIO Strategy Snapshot - What if?

    Jason joins the podcast this week from Zurich as we discuss the drivers behind the recent upside momentum across US equities. Plus, we weigh the upside case for US growth staying even in the face of higher tariffs, reflect on Q1 corporate earnings, and outline the latest allocation recommendations from CIO. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

    23 min

  3. HACE 1 D

    UBS On-Air: Paul Donovan Daily Audio 'Doing nothing in an uncertain world'

    Investors await the Federal Reserve’s Wednesday policy decision. There is little expectation of a rate change. Preliminary April employment data showed reasonable strength although some areas of job growth (e.g. trucking) are clearly vulnerable as import volumes slow.

    3 min
  4. Washington Weekly Podcast: First 100 days, Reconciliation bill, Russia-Ukraine

    HACE 3 D

    Washington Weekly Podcast: First 100 days, Reconciliation bill, Russia-Ukraine

    Shane reflects on the first 100 days of the Trump administration, along with updates on where efforts and negotiations stand on Capitol Hill surrounding a substantial reconciliation bill. Plus, a look at current US-Ukraine relations and where efforts stand with Russia peace talks. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

    12 min

  5. HACE 3 D

    Top of the Morning: April Jobs Report, Q1 GDP, & the week ahead

    We close out a busy macro week with thoughts from Brian on the latest US employment and GDP data. Plus, a look at what to expect in the week ahead. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

    12 min

  6. HACE 4 D

    UBS On-Air: Paul Donovan Daily Audio '“Temu tax” time'

    The US “Temu tax” takes effect at midnight, whereby US consumers pay their government for the privilege of buying low cost products directly from China. The tax is unlikely to show up in consumer price data (it is doubtful that Temu prices are used in the calculation), but it is a visible price increase to many US consumers—a reminder that they, not exporters, pay trade tariffs.

    3 min

  7. HACE 4 D

    Top of the Morning: Emerging Markets - Digesting regime change

    Having just attended the IMF-World Bank meetings in Washington DC, Alejo rejoins the conversation for some boots-on-the ground takeaways around the impacts of US trade policy to global economies. Plus, a review of focus points when it comes to broader emerging markets, China, and Latin America. Featured is Alejo Czerwonko, CIO for Emerging Markets Americas, UBS Chief Investment Officer. Host: Daniel Cassidy

    13 min

  8. HACE 5 D

    UBS On-Air: Paul Donovan Daily Audio 'President Trump’s economy'

    The only certainty economists have about yesterday’s first-quarter GDP data is that it is wrong. Declining survey response rates and economies that structurally change more rapidly than statisticians can measure have conspired to make GDP everywhere subject to more frequent and larger revisions. Nonetheless, broad trends show an economy being rapidly shaped by US President Trump’s policy.

    3 min
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Información

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

Ficha técnica

  • Creado por
    Client Strategy Office
  • Años en activo
    2018 - 2025
  • Episodios
    1,1 mil
  • Clasificación
    Apto
  • Derechos de autor
    © UBS AG
  • Sitio web del podcast
    UBS On-Air: Market Moves

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