Kurt Reiman

Kurt Reiman, Head of Fixed Income Americas at the UBS Chief Investment Office, shares insights on key political and economic developments. He delves into the potential impacts of local and state elections on market trends and discusses the ramifications of a prolonged U.S. government shutdown on GDP. Kurt also evaluates President Trump’s recent Asia trip regarding trade relations with China. Finally, he previews the Supreme Court’s hearing on the IEEPA, exploring potential outcomes and their implications for tariffs and the economy.

Kurt Reiman, Head of Fixed Income at UBS CIO Americas, dives into the Transcontinental Railroad's historical significance and its modern parallels, like AI infrastructure. He reveals how the railroad transformed travel and commerce, drastically reducing time and costs. Kurt also discusses standardized timekeeping and the creation of time zones sparked by railroads. He draws lessons from 19th-century capital expenditure cycles, analyzing their risks against today's AI spending, and highlights the importance of studying US innovation history for informed investing.

Kurt Reiman, Head of Fixed Income Americas at UBS, provides keen insights into the ongoing U.S. government shutdown and its limited effects on financial markets and GDP. He discusses key negotiation points, particularly around ACA premium subsidies. The conversation also delves into recent US-China trade tensions, tracing provocations and potential future talks. Kurt highlights the implications of a looming Supreme Court case that could drastically reshape tariff policies. It's a lively exploration of critical market dynamics!

Kurt Reiman, Head of Fixed Income Americas at UBS Chief Investment Office, dives into the latest on U.S. trade policy, particularly following a significant federal appeals court ruling. He discusses challenges posed by tariffs and their impact on market stability. The talk shifts to the urgent negotiations around government funding as a potential shutdown looms, shedding light on political strategies and historical market reactions. Kurt's insights provide a clear picture of the complexities and uncertainties in today's economic landscape.

Kurt Reiman, Head of Fixed Income Americas at UBS, joins to provide valuable insights into the latest trade policy changes and their implications on the market. They discuss the potential ramifications of increased tariffs, including expected retaliatory measures from other nations. Kurt highlights concerns over the Federal Reserve's independence amid ongoing inflation and the pressures for interest rate cuts. The conversation also dives into how geopolitical events shape market reactions, particularly in the oil sector, ensuring listeners are equipped with crucial economic perspectives.