UBS On-Air: Market Moves Washington Weekly Podcast: Middle East, Capitol Hill, US-China trade & more
Jun 13, 2025
Shane Lieberman, a Senior Governmental Affairs Advisor at UBS, dives into critical geopolitical issues. He discusses military strikes by Israel on Iran and their implications for regional stability. The conversation shifts to legislative progress on a significant U.S. bill, emphasizing urgent healthcare and tax revisions. Additionally, Shane reviews recent U.S.-China trade talks, noting a minor easing of tensions, and addresses escalating unrest in Los Angeles linked to immigration policies. Insightful and timely, Shane provides a comprehensive overview of pressing matters.
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Israel's Targeted Strikes on Iran
- Israel's strikes killed senior Iranian leaders and targeted nuclear sites to delay Iran's bomb development.
- This may provoke Iranian retaliation or internal dissent against the Iranian regime.
Senate Revising Big Bill Quickly
- The Senate's version of the big bill adds Medicare and may revise taxes/Medicaid.
- The bill is massive and fluid, with amendments expected near the end of June.
Limited Progress in US-China Talks
- The latest US-China talks yielded a limited truce ensuring US access to critical minerals.
- No tariff changes yet; more comprehensive talks likely later this year.