UBS On-Air: Market Moves

Jeremy Zirin and Dominic Schagar discuss the resilience of the US economy, inflation impacts on markets, AI strategies on earnings, and the semiconductor sector's performance.

Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas at UBS Chief Investment Office, discusses the potential impact of the US election on emerging markets like China, Mexico, India, and Brazil. Historical trends suggest that emerging market assets perform better under a unified government. The podcast explores the implications of the election on macroeconomic variables, trade policies, and geopolitical relations with various countries.

In this podcast, they discuss the latest UK GDP figures in the fourth quarter, highlighting how strike action impacted the numbers. They also talk about how data will be revised over time, often showing stronger results. Additionally, they touch on productivity gains from flexible working and side hustles that are not always captured in initial GDP predictions.

Global market expert Burkhard Varnholt shares insights on wealth management, central bank activities, and the current bull market. He discusses his philanthropic work in Uganda and the importance of gaining diverse perspectives in investing.

Discussion on upcoming economic data for Spanish inflation and Swedish interest rates, with insights on core inflation stability, currency value, and global inflation impact. Central bank speakers and the interplay of globalisation with inflation are also highlighted.

Podcast discusses navigating all-time highs in the market, Swiss National Bank's surprising move, potential currency movements, and navigating uncertainty surrounding US elections and market dynamics

Guests Amantia Muhedini and Martin Grosskopf discuss the evolution of green labor markets, challenges in skilled labor for clean tech, and strategies for promoting sustainability in long-term investments.

Join the CIO fixed income team for insights on market expectations, preferred securities' performance, potential market pullback, investment grade bonds challenges, and outlook on preferred and equity funds amidst interest rate changes.

The head of the US Congressional Budget Office issued a warning about US debt sustainability, suggesting an extreme parallel with the debt debacle presided over by former UK Prime Minister Truss. US debt levels are not necessarily a concern (the US could sustain a 150% or even 200% debt-to-GDP ratio if it chose). The problem is the rapid growth in debt—which raises questions about the long-term ability of the US government to service its debt.

Our conversation recaps the latest round of Primary results, along with a look at the prospects of a ‘No Labels’ Presidential campaign launch. We also update on recent developments surrounding the Israel-Hamas War, including Secretary of State Blinken’s visit to Israel. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy