UBS On-Air: Market Moves

Client Strategy Office
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Dec 23, 2024 • 13min

CIO Global Livestream: New Year, New Resolutions

Listen to our final livestream of the year, where our Global Chief Investment Officer, Mark Haefele, and colleagues provide an in-depth recap of 2024, along with key insights and investment strategies for 2025 and beyond.
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Dec 20, 2024 • 11min

Top of the Morning: FOMC takeaways and 2025 outlook

On the final episode of Top of the Morning for 2024, Brian Rose drops by to share his thoughts and reflections on this week’s FOMC meeting outcome. We also look ahead to 2025 and examine CIO’s current forecast for rate cuts, along with take a temperature on the health of the US economy as we head into the new year. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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Dec 20, 2024 • 2min

UBS On-Air: Paul Donovan Daily Audio 'Solid foundations, political threats'

With the wearisome repetitiveness of a tacky Christmas song, a US government shutdown is again threatened. A budget deal backed by president-elect adviser Musk and President-elect Trump failed to pass Congress. Absent a deal, the US government starts to shut down tonight. A short-lived shutdown affects government workers, but has limited economic impact. The longer a shutdown lasts, the more disruptive it is to the US economy. Economic data may not get published in a shutdown (a problem for Federal Reserve Chair Powell with their addiction to data dependency).
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Dec 19, 2024 • 2min

UBS On-Air: Paul Donovan Daily Audio 'The end of the rate cut scramble'

US inflation has fallen this year. A lot of this is due to the fantasy owners’ equivalent rent price, which no one pays. Declining fantasy prices do not help consumers’ spending power. However, rightly or wrongly (the answer is “wrongly”), Fed Chair Powell pays attention to inflation measures including OER. If rates were raised on a fantasy, they should be cut on a fantasy—and we see a rate cut today.
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Dec 18, 2024 • 16min

Washington Weekly Podcast: Government funding, Syria, 2025 Congressional priorities

For the final episode of 2024, Shane shares the latest on government funding negotiations, along with other year-end legislative priorities of Congress. We also touch on recent developments within Syria, along with highlight some notable priorities of Congress in the new year. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy
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Dec 18, 2024 • 2min

UBS On-Air: Paul Donovan Daily Audio 'The end of the rate cut scramble'

US inflation has fallen this year. A lot of this is due to the fantasy owners’ equivalent rent price, which no one pays. Declining fantasy prices do not help consumers’ spending power. However, rightly or wrongly (the answer is “wrongly”), Fed Chair Powell pays attention to inflation measures including OER. If rates were raised on a fantasy, they should be cut on a fantasy—and we see a rate cut today.
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Dec 17, 2024 • 29min

How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)

Torsten rejoins Jason in the New York podcast studio to exchange 2024 reflections, and 2025 expectations - spanning market returns, monetary policy, and the macro environment for the US, and around the world. We also spend time addressing investment themes, and allocation preferences as we head into a new year. Featured are Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and Torsten Slok, Partner and Chief Economist with Apollo Global Management. Host: Daniel Cassidy
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Dec 17, 2024 • 20min

Top of the Morning: Munis in 2025 - Strength amid policy uncertainties

We wrap up our year-ahead series with a look at expectations for the municipal bond market in 2025, including how policy uncertainties and macro factors might impact munis, along with how investors should assess key trends and position within the asset class. Featured are Sudip Mukherjee, Senior Municipal Strategist Americas, Ted Galgano, Senior Municipal Credit Strategist Americas, & Jeannine Lennon, Senior Municipal Credit Strategist, UBS Chief Investment Office. Host: Daniel Cassidy
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Dec 17, 2024 • 2min

UBS On-Air: Paul Donovan Daily Audio 'Political noise, again'

While we wait for the perfection of economists running everything, politicians are creating background noise. To the surprise of absolutely no one, Germany’s government lost a vote of confidence and February elections are now likely. Expect deep soul-searching about relatively insignificant changes in fiscal deficits.
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Dec 16, 2024 • 21min

Top of the Morning: CIO Strategy Snapshot - Word of the year IV

As we conclude the CIO Strategy Snapshot series for 2024, Jason unveils and explains his choice for 2024 “finance word of the year”. We also spend time reflecting the latest round of inflation data, previewing this week’s FOMC meeting, and reviewing CIO’s investment recommendations heading into 2025. The CIO Strategy Snapshot will resume on Monday, January 6. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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