UBS On-Air: Market Moves

Shane Lieberman discusses key takeaways from Biden-Xi phone call and Yellen's visit to Beijing. Talks on tariffs, high tech trade, diplomatic efforts with China, and aid negotiations for Ukraine. Emphasizes the importance of consistent communication and updates on timely government affairs topics.

Brian Rose, Senior Economist Americas at UBS Chief Investment Office, discusses the March employment report and US labor market health. Topics include payroll growth, unemployment rate decline, wage growth's impact on inflation, key data releases like job openings and ISM PMI, Federal Reserve rate cut speculation, upcoming releases like NFI B survey and March CPI report, and the influence of inflation data on market dynamics.

US employment report Friday brings insights on labor market shifts including flexible working, online retail growth, rise of social media influencers, impact of automation, side hustles, and changing population movements

The podcast discusses Federal Reserve Chair Powell's speech, inflation, rate cut expectations, media sensationalism, European Central Bank's meeting, global trade disruptions, and U.S. domestic demand

Explore Fed Chair Powell's speech on economic outlook, Fed policies impact on inflation, Euro-area inflation data, unemployment rates, and financial market tensions

Xingchen Yu, UBS Chief Investment Office discusses the tech sector in Asian equity markets, focusing on high-growth companies in Taiwan and South Korea. They explore AI demand, memory pricing trends, and opportunities for earnings revisions. Additionally, insights on investment in Hong Kong and Indonesia, macroeconomic trends, ESG priorities, and valuations within the sector are discussed.

Discussion on UK and German inflation trends, retail pricing power, consumer spending factors, profit-led inflation, and challenges in predicting inflation. Emphasis on upcoming data releases for UK consumer credit, German CPI, and US manufacturing data.

Our conversation outlines the thesis behind CIO’s most preferred view of the US Industrials sector. We also touch on sub-sector preferences, investment themes, and headwinds associated with the sector. Featured is Nathaniel Gabriel, Industrials & Materials Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Exploring the status of the U.S. economy with positive outlook, concerns about unexpected inflation levels. Shift in consumer spending towards goods post-pandemic, European and Chinese manufacturing trends. Insights into Fed's rate decision process, market expectations, data-driven approach.

Our conversation recaps the recently signed Government Funding Bill, and examines efforts from within the House of Representatives to remove House Speaker Mike Johnson. We also check in on what recent Presidential polls are pointing to, and discuss Federal support in response to the bridge collapse in Baltimore earlier this week. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy