UBS On-Air: Market Moves

UBS On-Air: Market Moves

Podcast de 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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160 episodios
episode UBS On-Air: Paul Donovan Daily Audio 'Economists’ ignorance is the problem' artwork
UBS On-Air: Paul Donovan Daily Audio 'Economists’ ignorance is the problem'

Economists know what they don’t know. US President Trump is expected to announce the largest peacetime tax increase in US history. The erratic nature of trade policy, uncertainty about whether legal procedures will be followed, limited clarity about end-objectives, the possibility that Trump will again retreat from some taxes, and the unpredictability of patronage-style deals to gain exemptions create uncertainty about the direct effect of the taxes. The second-round effects depend on unpredictable reactions by US companies, a far more complex global trade system than existed 20 years ago, and US consumers whose reaction to inflation has shifted.

02 abr 2025 - 2 min
episode UBS On-Air: Paul Donovan Daily Audio 'United fronts' artwork
UBS On-Air: Paul Donovan Daily Audio 'United fronts'

A social media post from a semi-official China account suggested that China, Japan, and South Korea would present a united front against US trade taxes. Korean officials suggested this might be exaggerated, but the fact that this is remotely plausible reflects the reconfiguration of how the world works (or does not work). China and Japan are the two largest central bank holders of US dollar assets.

Ayer - 2 min
episode Top of the Morning: CIO Strategy Snapshot - From uncertainty to Risk artwork
Top of the Morning: CIO Strategy Snapshot - From uncertainty to Risk

Jason previews what will be a busy few days ahead for the markets, including an impending announcement of reciprocal tariffs by the Trump administration, along with key economic data such as the March employment report. This all against a backdrop of persistent investor concern over slowing growth and recession risk. Jason shares CIO’s latest market outlook, along with positioning recommendations as outlined within the April UBS House View. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

31 mar 2025 - 19 min
episode UBS On-Air: Paul Donovan Daily Audio 'End the Fed' artwork
UBS On-Air: Paul Donovan Daily Audio 'End the Fed'

Overnight US President Trump’s influential donor Musk reiterated a desire to “end the Fed.” Abolishing the Federal Reserve is part of the reported Project 2025 blueprint. This sort of talk, immediately ahead of significant trade taxes, is potentially disruptive. A central bank is probably necessary for reserve currency status.

31 mar 2025 - 2 min
episode Market outlook: Is the glass still half full? with Henry McVey (KKR) & Solita Marcelli (UBS CIO) artwork
Market outlook: Is the glass still half full? with Henry McVey (KKR) & Solita Marcelli (UBS CIO)

Hear from Henry McVey, Head of Global Macro, Balance Sheet & Risk and CIO of KKR’s Balance Sheet, and Solita Marcelli, CIO Americas for UBS Global Wealth Management, as they discuss and share their outlooks for the rest of 2025 and beyond, including key opportunities and risks.

29 mar 2025 - 26 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 ..!!
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

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