Podcast
UBS On-Air: Market Moves
Hosted by Client Strategy Office · EN
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
23episodes
Episodes
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UBS On-Air: Paul Donovan Daily Audio 'A gilded age'
Sep 200:02:16Tap to summarizeGold prices hit a new record overnight. The gold rally has its foundations in central bank accumulation. Central banks that hold gold still hold a dollar reserve asset (just one that is independent of US Treasury control). That foundation has been built on with expectations of US rate cuts.
Transcribe →Ahead of the curve with Ulrike Hoffmann-Burchardi
Sep 100:06:39Tap to summarizeTune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This week – the August employment report, AVGO’s earnings, plus, thoughts on current equity valuations.
Transcribe →UBS On-Air: Paul Donovan Daily Audio 'The rate debate'
Aug 2900:02:51Tap to summarizeUS July personal income and spending data is due. The middle income consumers’ relatively strong starting point for the year has helped to sustain consumption, although political polarization has created some distortions in spending. Consumption remains the key focus for overall economic activity in the US this year.
Transcribe →Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 45)
Aug 2800:09:41Tap to summarizeOn this week’s episode of Viewpoints, Burkhard reflects on and share takeaways from his UBS summits on longevity, and shares perspective around the connection between longer lives and rising markets. Plus, a look at where to find opportunity in the current environment.
Transcribe →UBS On-Air: Paul Donovan Daily Audio 'The politics of debt'
Aug 2800:02:13Tap to summarizeThe US provides another official estimate of second-quarter GDP. These numbers will be revised further in the future. Policy expectations distorted demand patterns for domestic consumers, but the relative strength of the middle-income US household balance sheet late last year provides a foundation for some consumer spending. Weekly continuing claims for unemployment insurance are a modest market focus.
Transcribe →Talking Markets Podcast with Apollo Lupescu of Dimensional Fund Advisors
Aug 2700:23:41Tap to summarizeApollo Lupescu is a Vice President at Dimensional Fund Advisors. We cover a wide range of top of mind topics for investors, including a look at the US macroeconomic environment, the road ahead for monetary policy, the impacts of US trade policy to economic activity, asset allocation views, and more. Host: Daniel Cassidy
Transcribe →UBS On-Air: Paul Donovan Daily Audio '50% on'
Aug 2700:02:23Tap to summarizeUS taxes on Indian imports doubled to 50%. US importers should pay the old tax rate on goods already en route to the US, delaying the effect. With full pass-through and no demand switching, the tax increase would add less than 0.1 percentage point to US consumer price inflation. However, the unpredictability of US trade policy affects global corporations as they manipulate their supply chains.
Transcribe →Top of the Morning: CIO Strategy Snapshot - Jackson Hole takeaways
Aug 2600:16:31Tap to summarizeJason reflects on last week’s Jackson Hole Symposium, and speech delivered by Fed Chair Powell - we discuss what the speech suggests about the road ahead for monetary policy, and the market response. Plus, thoughts on overall market pricing as of late, and what investors have been focused on, along with a look at the latest asset allocation recommendations from CIO, per the latest UBS House View. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Transcribe →UBS On-Air: Paul Donovan Daily Audio 'Scapegoating the Federal Reserve'
Aug 2600:03:00Tap to summarizeUS President Trump issued a letter purporting to fire Federal Reserve Governor Cook—an unprecedented action. After recent comments, investors will inevitably view this as an assault on Fed independence. There are obstacles—Trump already appointed a majority of Fed governors, without changing policy independence. If the dismissal survives the courts, the Senate must confirm any successor. Fed presidents still have policy votes. Faith in these checks may limit the negative market reaction.
Transcribe →UBS On-Air: Paul Donovan Daily Audio 'A standard Powell speech'
Aug 2500:02:26Tap to summarizeFederal Reserve Chair Powell’s speech at Jackson Hole last week was classic Powell. That is not a terribly good thing. Powell signaled an increased probability of a September rate cut to counter the damage of trade taxes on the US economy. Markets liked that. But this was essentially the “data dependent” mantra padded with additional rhetoric.
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