UBS On-Air: Market Moves

Dan Suzuki, Deputy Chief Investment Officer at Richard Bernstein Advisors, discusses the near-to-medium term outlook for the US economy, equity markets, and opportunities within equities. Topics include market performance, valuation differences, sector performance, earnings growth as a performance driver, and shifting earnings trends in global markets.

Senior Fixed Income Strategists Frank Sileo and Barry McAlinden from UBS Chief Investment Office discuss Q1 GDP print, inflation trends, earnings impact on market, performance of fixed income sectors amid rising treasury yields, preferred stocks performance, and upcoming market events like earnings reports and Fed meeting.

This podcast explores the impact of high interest rates on economic growth, the effects of non-labor income on household spending, and strategies for investing amidst geopolitical risks. It also includes recommendations for books and movies for a relaxing Spring weekend.

Shane Lieberman, Senior Governmental Affairs Advisor, discusses national polling for the White House, Congress's upcoming agenda, and Secretary Blinken's visit to China. Topics include voting patterns in Pennsylvania, bipartisan success in passing funding bills for Ukraine and Taiwan, and US-China relations focusing on potential sanctions and trade imbalances.

The podcast discusses market reactions to US GDP data, possible revisions, and future consumer strength. It also explores inflation trends, personal income, spending data, and their impact on asset markets.

Jason Draho and Paul Hsiao discuss macroeconomic environment, corporate transactions, and geopolitics in 2024. Topics include growth, inflation worries, Fed's perspective, consumer behavior, labor market, financing costs, real estate sector, rising interest rates, geopolitical tensions, Q1 report reception.

The podcast discusses challenges in capturing US economic growth, the resilience of middle-income consumers, implications of GDP data, uncertainty in GDP growth trends, South Korea's GDP estimate, and the global economic activity outlook.

UBS Chief Investment Office experts Justin Waring and Ainsley Carbone discuss strategies to prepare for potentially higher taxes in the US, including income tax, capital gains tax, and estate tax. They cover topics such as tax-efficient savings strategies, gain harvesting, tax-deferred accounts, estate tax exemption changes, tax-efficient gifting, and retirement planning in the face of potential tax hikes.

Matt McLennan and Jason Draho discuss the US macroeconomic environment, growth outlook, inflation, and Fed rate cuts. They also share insights on portfolio positioning preferences in a changing rate environment. Topics include nominal activities impact, bond yields analysis, current economic indicators comparison, and investment positioning in a geopolitically bifurcated world.

US Senate passes legislation to defund parts of Gen Z, including ban on TikTok unless sold by Chinese owner. Impact on US content creators' income highlighted. Economic activity generated by influencers may be underreported but still significant. Podcast discusses economic nationalism, global market insights, EU probe into China's medical device market, US durable goods orders data, business sentiment surveys, and UBS AG's wealth management services.