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UBS On-Air: Market Moves
Podcast von 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
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Alle Folgen
280 Folgen![episode UBS On-Air: Paul Donovan Daily Audio 'The employment roulette wheel' artwork](https://cdn.podimo.com/images/6be68458-287f-4bf9-b9c8-926df0cbb493_400x400.png)
UBS On-Air: Paul Donovan Daily Audio 'The employment roulette wheel'
Just one month ago, markets were panicked by the release of an unreliable labor market signal, distorted by seasonal peculiarities. Now, once again, it is time for the US employment report. The unreliability adds unpredictability to the numbers, but the expectation is for a lower unemployment rate as temporarily unemployed auto-sector workers return to work.
Gestern - 5 min
![episode UBS On-Air: Paul Donovan Daily Audio 'Constraining capital' artwork](https://cdn.podimo.com/images/6be68458-287f-4bf9-b9c8-926df0cbb493_400x400.png)
UBS On-Air: Paul Donovan Daily Audio 'Constraining capital'
The Washington Post reports that US President Biden will prevent Japan’s Nippon Steel from acquiring US Steel, citing national security grounds. There will probably be a legal challenge to this, as national security might be hard to justify. Economic nationalism, however, is not just about trade in goods—it also often covers capital flows. Interestingly, economic nationalism goes both ways on capital flows: “how dare foreigners buy our assets?” for inflows; and “why are you not investing at home?” for outflows.
05. Sept. 2024 - 2 min
![episode UBS On-Air: Paul Donovan Daily Audio 'Disinflation data' artwork](https://cdn.podimo.com/images/6be68458-287f-4bf9-b9c8-926df0cbb493_400x400.png)
UBS On-Air: Paul Donovan Daily Audio 'Disinflation data'
Disinflation data continues today. The US July personal consumer expenditure deflator is expected to show fairly stable inflation rates. It is worth remembering that if inflation falls because of owners’ equivalent rent, this does not change the spending power of any US household (as OER is a fiction).
30. Aug. 2024 - 2 min
![episode UBS On-Air: Paul Donovan Daily Audio 'The (dis) inflation cycle starts again' artwork](https://cdn.podimo.com/images/6be68458-287f-4bf9-b9c8-926df0cbb493_400x400.png)
UBS On-Air: Paul Donovan Daily Audio 'The (dis) inflation cycle starts again'
The cycle of European consumer price inflation data is about to start again (in reality, this is pretty much a perpetual cycle). The Spanish and German preliminary August numbers are due today. Both are expected to show a fairly sizable decline. That means, of course, that real interest rates are rising. The ECB should continue to chase inflation down, not to offer policy stimulus but to maintain policy stability.
29. Aug. 2024 - 1 min
![episode ElectionWatch: ‘After the convention’ - DNC edition artwork](https://cdn.podimo.com/images/6be68458-287f-4bf9-b9c8-926df0cbb493_400x400.png)
ElectionWatch: ‘After the convention’ - DNC edition
We weigh in on the state of the race and investment implications following the Democratic National Convention (DNC). Featured are Tom McLoughlin, Co-lead of ElectionWatch, CIO Americas, and Nadia Lovell, Senior US Equity Strategist, CIO Americas. Host: Anthony Pastore
27. Aug. 2024 - 33 min
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