UBS On-Air: Market Moves
Client Strategy Office
UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior
Episodes
Mentioned books
May 9, 2024 • 2min
UBS On-Air: Paul Donovan Daily Audio 'Following Swiss leadership'
Discussion on recent rate cuts by global central banks, anticipation of further cuts, implications on inflation, and potential future actions by the Bank of England
May 8, 2024 • 41min
CIO House View Monthly Livestream (May)
Explore the impact of geopolitical tensions on financial markets and strategies for risk mitigation. Dive into potential Fed rate adjustments and the influence of inflation and labor market indicators. Discover the advantages of investing in private markets and commodities, including insights on gold and oil performance and future trends.
May 8, 2024 • 2min
UBS On-Air: Paul Donovan Daily Audio 'Rate cuts ahead?'
Exploring Swedish inflation trends and potential rate cuts by the central bank, comparing with US, Europe, and UK. Discussion on delayed rate cuts in the US and importance of monitoring inflation for interest rate policies.
May 7, 2024 • 12min
State of the US Consumer & Brand engagement with Eric Clark (Accuvest)
Portfolio Manager Eric Clark from Accuvest Global Advisors discusses the impact of current economic conditions on consumer behavior and spending, including factors like excess savings and cautious spending. They also delve into how brands are adapting to maintain consumer engagement, with insights on successful strategies of value and loyalty-driven brands like Costco and TJ Maxx.
May 7, 2024 • 3min
UBS On-Air: Paul Donovan Daily Audio 'Funding consumer spending'
Discussion on Middle East conflict's impact on US politics, consumer credit data analysis, UK consumer spending, Euro-area retail sales, and German manufacturing orders. Exploring under-reporting of economic growth data with a focus on Germany. Includes repetitive sign-offs as Daniel.
May 6, 2024 • 16min
Top of the Morning: CIO Strategy Snapshot - Summer sequel?
Jason Draho, Head of Asset Allocation Americas at UBS Chief Investment Office, discusses the return of a 'goldilocks' environment post April FOMC meeting. Insights on positioning considerations for current market environment, potential rate cuts by the Fed, and strategic portfolio positioning amid market shifts are highlighted in this episode.
May 6, 2024 • 2min
UBS On-Air: Paul Donovan Daily Audio 'Exuberance and the Fed'
US data report triggers market movements; Exuberance of traders blamed; Federal Reserve Chair Powell's data dependency policy discussed; Critique of reliance on single data releases for US easing cycle
May 3, 2024 • 11min
Top of the Morning: April Jobs Report, Fed takeaways & week ahead
We recap the week that was, including today’s release of the April employment report, Wednesday’s Fed statement and press conference, along with preview what you can expect in the week ahead. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Shiavon Chatman
May 3, 2024 • 13min
Washington Weekly Podcast: US Southern border, Middle East tour, House Speaker Johnson
Our conversation covers recent developments and potential executive action surrounding the US-Mexico border, Secretary of State Blinken’s Middle East regional tour, and a motion to vacate House Speaker Mike Johnson. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
May 3, 2024 • 3min
UBS On-Air: Paul Donovan Daily Audio 'Employment and trend growth'
US employment report Friday looms. Around 119,000 companies will be asked about their employees. Around 67,000 companies will not bother to reply. Markets will obsess about the data anyway. The expectation is for slower job creation (as measured by payrolls), with a stable monthly change in average earnings (which are not the same thing as wages).
