UBS On-Air: Market Moves

UBS On-Air: Market Moves

Podcast de Client Strategy Office

Empieza 7 días de prueba

$99 / mes después de la prueba.Cancela cuando quieras.

Phone screen with podimo app open surrounded by emojis

Más de 1 millón de oyentes

Podimo te va a encantar, y no estás solo/a

Rated 4.7 in the App Store

Acerca de UBS On-Air: Market Moves

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

Todos los episodios

208 episodios
episode Talking Markets Podcast with Dan Peris of Federated Hermes artwork
Talking Markets Podcast with Dan Peris of Federated Hermes

Dan Peris is a Senior Portfolio Manager, and Head of the Income and Value Group at Federated Hermes and has authored several books that are focused on equity investing. Dan joins the 1285 studio in New York to share his thoughts on the current landscape for dividend equity investing, including a look at positioning considerations, and risks. We also discuss the benefits of geographic diversification for equity investors, along with highlight investment themes. Host: Daniel Cassidy

Ayer - 16 min
episode UBS On-Air: Paul Donovan Daily Audio 'A reluctant defense of Powell' artwork
UBS On-Air: Paul Donovan Daily Audio 'A reluctant defense of Powell'

In my view, central bank policy would have been better served had US President Trump extended former Fed Chair Yellen's term instead of appointing Powell. Powell has lacked confidence, and failed to articulate a medium-term vision for the economy at a time of uncertainty caused by structural change. The resulting mantra of “data dependency” has not been helpful as data has very obviously become significantly less reliable.

Ayer - 2 min
episode UBS On-Air: Paul Donovan Daily Audio 'In what can we trust?' artwork
UBS On-Air: Paul Donovan Daily Audio 'In what can we trust?'

The Federal Reserve meeting minutes offered no surprise—a majority of members thought inflation a bigger threat than unemployment, which was obvious given the vote. US President Trump called for a Democrat-appointed Fed governor to resign. In the broader context, investors may worry about whether the Fed still has the appearance of being independent. In a fiat currency system, trust is key and even the appearance of undermining independent policy or data is dangerous—in this case, also threatening the US dollar’s reserve role.

21 ago 2025 - 2 min
episode Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 44) artwork
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 44)

On this week’s episode of Viewpoints, Burkhard reflects on last Friday’s Alaska summit and how investors should link about peace efforts for Ukraine and the region. We also preview this week’s Jackson Hole symposium where Fed Chair Jerome Powell will focus on the themes of changing demographics, productivity and macroeconomic policy. Plus, a preview of an upcoming investor summit in Switzerland which will be hosted by Burkhard.

20 ago 2025 - 10 min
episode UBS On-Air: Paul Donovan Daily Audio 'Inflation, disinflation, and deflation' artwork
UBS On-Air: Paul Donovan Daily Audio 'Inflation, disinflation, and deflation'

The UK actually managed to publish some data without delay or suspension. July inflation rates were slightly higher than expected, although disinflation forces are also evident. A 30.2% monthly increase in airfares did much to push the figures higher. This is almost certainly a seasonal adjustment distortion related to school holidays.

20 ago 2025 - 2 min
Muy buenos Podcasts , entretenido y con historias educativas y divertidas depende de lo que cada uno busque. Yo lo suelo usar en el trabajo ya que estoy muchas horas y necesito cancelar el ruido de al rededor , Auriculares y a disfrutar ..!!
Muy buenos Podcasts , entretenido y con historias educativas y divertidas depende de lo que cada uno busque. Yo lo suelo usar en el trabajo ya que estoy muchas horas y necesito cancelar el ruido de al rededor , Auriculares y a disfrutar ..!!
Fantástica aplicación. Yo solo uso los podcast. Por un precio módico los tienes variados y cada vez más.
Me encanta la app, concentra los mejores podcast y bueno ya era ora de pagarles a todos estos creadores de contenido
Phone screen with podimo app open surrounded by emojis

Rated 4.7 in the App Store

Empieza 7 días de prueba

$99 / mes después de la prueba.Cancela cuando quieras.

Podcasts exclusivos

Sin anuncios

Podcast gratuitos

Audiolibros

20 horas / mes

Prueba gratis

Sólo en Podimo

Audiolibros populares