UBS Global Research Pod Hub

How will equities react in 2023? We lay out the path for stocks in our baseline and scenarios, highlighting signposts to watch for a bottoming in equities 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).

Are inflation concerns warranted or blown out of proportion? How will reaching global climate goals impact inflation? Our inflation specialist, Alan Detmeister, walks through his global inflation forecast for the months and years ahead. *(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 is the Inflation Reduction Act? What’s in it, what does it say, and who benefits? Our Head of Americas ESG analyst unpacks the act and simplifies its impact. + *(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).

Inter/intra-city transportation may undergo a material evolution in the coming decades. UBS Transport analysts, Jarrod Castle and Khariton Gorbunov, highlight the key structural drivers and provide insights on eVTOLs, new technologies and other modes of transport. *(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).

How much further can bond yields rise, if at all? How will the shape of the curve change? Will Gilts volatility prove contagious? *(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 recent US tech meltdown has left investor sentiment worse than it has been in nearly 20 years. But, why? What happened? Our latest podcast explores the meltdown and touches on digital ad spend, eCommerce, rideshare, online travel, 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)

Inflation has been frustratingly high in the US and in Europe. What factors are responsible for driving inflation to these highs? Where will we land with inflation over the next 2-3 years? Our latest podcast explores inflation on a global level. *(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).

Europe’s main stagflationary risk is closer to becoming a reality. In this podcast, we dive deep into the magnitude of Europe’s Natgas problem and assess its impact on European growth, inflation, and policy. *(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).

Companies aren’t equally impacted by a recession. So how can you identify which type of companies might be fundamentally more exposed than others? Our latest podcast unpacks what signals and identifiers are important to pay attention to. *(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).

Mortgage rates are rising and mortgage applications are declining. Is the US housing market headed for a recession? Could it drive the overall economy into a recession? Our US Chief Economist provides insights to these questions 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).