UBS On-Air: Market Moves

The podcast discusses overdue US rate cuts due to consumer price inflation details, slowing harmonized inflation, falling durable goods prices, and deflation across most sectors. It also explores anomalies in trade data from countries like the US, euro area, Germany, Sweden, and China, highlighting policy errors and complexities of interpreting economic data.

Shane Lieberman, Senior Governmental Affairs Advisor, discusses the upcoming RNC themes, swing state polling post-debate, calls for Biden to step down, and insights on the NATO Summit. They touch on VP picks, Republican strategy, and NATO dynamics post-elections.

Join Senior Economist Americas, Brian Rose, and Senior US Equity Strategist, Nadia Lovell, as they discuss the June CPI data impact on monetary policy and markets. Topics include Fed's interpretation, expectations for rate cuts, market response, sector positioning recommendations, and insights on portfolio positioning.

This podcast explores global market performance trends, recent elections in France and the UK, and offers a summer reading recommendation. They discuss investor sentiment, government formations, and a captivating summer novel 'Wild Vast' set in the American wilderness of the 17th century.

Economist Paul Donovan discusses the US June consumer price inflation data and its implications, highlighting US Federal Reserve Chair Powell's views. The podcast also covers UK GDP data, German consumer price inflation figures, and political updates from the US and France.

Xingchen Yu, Emerging Markets Strategist at UBS, discusses the performance and future expectations of Emerging Market equities for the second half of the year. Topics covered include sector performance, regional impacts, market leaders with strong earnings growth prospects, opportunities in technology stocks, and key market moving events like the Federal Reserve's first hike timing and China's growth recovery.

Economist Paul Donovan from UBS discusses the US Federal Reserve Chair Powell's stance on rate cuts, inflation trends, and the impact of political decisions on global markets. From comparing US and Chinese economies to speculating about UK rate cuts, the podcast delves into various economic and geopolitical factors affecting the financial landscape.

Discussion on Federal Reserve Chair Powell's testimony and the issue of US inflation compared to Europe. Analysis of the Fed's decision-making process and potential rate cuts in September. Speculation on data dependency and policy effectiveness amid economic slowdown and retail sales performance in the UK and Europe.

In the wake of the June Jobs Report, we take a pulse on the state of the US Labor Market and how the Fed might be interpreting the latest round of data. We also review expectations for monetary policy in the coming months, along with the current asset allocation recommendations from CIO. Featured is Brian Rose, CIO Senior Economist Americas. Host: Daniel Cassidy

On the mid-year outlook edition, we spend time reflecting on the drivers of fixed income performance over the first-half of the year, and outline expectations for the second-half, including for rates and monetary policy. We also spend time sharing views when it comes to positioning within fixed income. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office, and Ashok Bhatia, Co-Chief Investment Officer for Fixed Income with Neuberger Berman. Host: Daniel Cassidy