UBS Global Research Pod Hub

Description: Bank failures have thrust US credit into the spotlight. We answer the four key questions on the minds of investors and assess the severity of the credit tightening. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

Gain key insights into Asia's rapidly evolving landscape by tuning into part one of this podcast series. APAC analysts at UBS discuss key themes including Chinese investing abroad, tech de-coupling, autonomous driving, smart infrastructure, green finance, energy transition and EV battery. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

Recent data releases point to a US economy that is not far from being 'hot'. Tune in for the arguments behind UBS's concerns of a recession in 2023. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

EV charging infrastructure presents a $60B opportunity. Shneur Gershuni, Head of ESG Research in the Americas, and Cat Gordon, Energy & ESG Sector Specialist, discuss the Inflation Reduction Act, batteries, electrical grid constraints, and more. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

Which industries and stocks are fully pricing in a China reopening, and which can rally further? Chief Strategist, Bhanu Baweja, and APAC analysts at UBS discuss this in the first of two podcasts. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

The key Australian consumer debate in 2023 is how fast consumption slows. How much have Australian consumers saved? When will the savings buffer run out? Our latest podcast addresses key questions on consumption and leverages new detailed bank account balance data to uncover who holds all the 'extra' cash. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

Are we entering a golden age of AI progress? UBS Internet analyst, Lloyd Walmsley, and UBS TMT Sector Specialist, Global Markets, Kelsey Perselay, outline key developments, potential disruptions and the wider implications amid the AI inflection point. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

Software is set to be the next big disrupting technology in the autos space, representing an even bigger challenge to carmakers than the shift to electric cars. Our analysts Patrick Hummel and Paul Gong deep dive on the impact of the new software era. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

What are the most important economics and asset calls for 2023? Listen to this deep dive by Bhanu Baweja: Chief Strategist at UBS, and Arend Kapteyn: Head of Economics & Strategy Research at UBS. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

Australian Q3 GDP: amid higher rates, a drop in household savings is now needed to avoid a recession. Wages spike, with Average Earnings up 2.5% q/q. Tune in for key investment insights. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).