UBS On-Air: Market Moves

Our conversation examines positive supply-side developments that have been a boon to the US economy, along with the latest asset allocation guidance from the UBS Chief Investment Office (per the April UBS House View: The next stage). Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

After last week’s flurry of central bank decisions, we now have assorted central bankers giving more detail on their views. The Bank of England’s Mann is on the calendar today. Mann has been a fairly consistent policy hawk, and yet she switched her vote to “unchanged” last month. Details on what caused that shift will be interesting.

This week's podcast discusses the recent Federal Reserve meeting outcomes, future rate cut projections, and global central bank activities. It also previews upcoming economic data releases and decisions by central banks, including the Swiss National Bank, Bank of England, and Reserve Bank of Australia.

This podcast delves into the increased certainty around interest rate reductions globally, particularly in Switzerland. It explores the impact of monetary policy on inflation trends and the potential rate cuts in various major economies.

Analyzing the recent downgrade of China to neutral by UBS Chief Investment Office. Discussion on strategic positioning in Chinese equity markets, focusing on preferred sectors. Exploration of the upgrade of Hong Kong equities and positive drivers. Insights on navigating Chinese equities for investors, considering growth drivers and government interventions.

Financial markets react to Federal Reserve decision with certainty increasing about US rate cuts driven by inflation data. Analysis includes implications of interest rate projections and insights on inflation and growth expectations.

UBS CIO shares insights on recent FOMC meeting outcomes, discussing policy stability, market reactions, GDP growth forecasts, labor supply impact on inflation, and the Fed's data-dependent stance on rate adjustments.

We continue our series of thematic investing conversations by reviewing recent updates to the ‘Circular Economy’ longer-term investment theme from the Chief Investment Office. Featured is Michelle Laliberte, Thematic Investing Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our monthly conversation on the muni market examines the resiliency of local governments, the recent reversal of muni performance, portfolio themes to consider, and a performance outlook for the asset class. Featured is Kathleen McNamara, Senior Municipal Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Scott DiMaggio and Leslie Falconio discuss shifts in market sentiment, economic outlook, and interest rate predictions. They explore navigating bond markets, concerns and risks in the fixed income market, and insights on global opportunities for investors.