UBS On-Air: Market Moves

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Washington Weekly Podcast: US-China meetings, Trade policy, Ukraine aid Apr 05, 2024

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Our conversation provides some takeaways from this week’s phone meeting between President’s Joe Biden and Xi Jinping, along with Treasury Secretary Yellen’s visit to Beijing. We also discuss where Congressional negotiations stand around an aid package for Ukraine. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Top of the Morning: The week in review and preview Apr 05, 2024

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Brian Rose joins to share his take on the March employment report, along with the health of the US labor market. We also review other key economic releases from the past week, and preview what you can expect in the week ahead. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Shiavon Chatman

UBS On-Air: Paul Donovan Daily Audio 'Employment report Friday—do we care?' Apr 05, 2024

Show notes

It is US employment report Friday (or “average earnings are not wages” day). Since mid-last year, the US has added almost 1.60 million jobs, and has also lost almost 0.25 million jobs depending on which bit of the employment report you read. Labor markets are changing—flexible working, changing industries like online retail, new jobs like social media influencers, the rise and fall of job hopping, side hustles and more self-employment, automation, volunteering, early retirement, and population movements. Data is not capturing these changes properly.

UBS On-Air: Paul Donovan Daily Audio 'A pontification of central bankers' Apr 04, 2024

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Federal Reserve Chair Powell spoke yesterday. Today, no fewer than five members of the Fed are speaking on the economic outlook, presumably to clarify what Fed Chair Powell “meant to say”. Actually, Powell’s speechwriters did not say much controversial, keeping rate cut expectations alive. Media comment around this has tended to sensationalize—inflation is branded as sticky (it is not), and above target (moot point).

UBS On-Air: Paul Donovan Daily Audio 'Did central banks reduce inflation?' Apr 03, 2024

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Federal Reserve Chair Powell is speaking on the economic outlook today. An explanation of how Fed policy transmitted (or failed to transmit) to inflation would be interesting. Instead, comments are likely to focus on the prospect for three rate cuts this year, in line with other Fed speakers.

Top of the Morning: Unlocking opportunities in EM tech Apr 02, 2024

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With US equity markets trading near all-time-highs, we share considerations when it comes equity diversification via emerging markets, notably within Asia’s technology sector. Featured is Xingchen Yu, Emerging Markets Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Developing disinflation' Apr 02, 2024

Show notes

The UK British Retail Consortium’s shop price index exhibited more disinflation than had been expected, with prices rising 1.3% y/y. This measure does include the discounting applied to loyalty card holders in the two-tier pricing system (consumer price inflation excludes this), and retailers have been keen to shore up customer loyalty with selective discounts as resentment about profit-led inflation has increased.

Top of the Morning: US Industrials Sector - Update & outlook Apr 01, 2024

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Our conversation outlines the thesis behind CIO’s most preferred view of the US Industrials sector. We also touch on sub-sector preferences, investment themes, and headwinds associated with the sector. Featured is Nathaniel Gabriel, Industrials & Materials Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Macro Monthly Podcast with UBS Asset Management Apr 01, 2024

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Hear from top investment professionals from the UBS Asset Management’s Multi-Asset Team.

Washington Weekly Podcast: Funding Bill, Decision 2024 Polling, Baltimore & more Mar 28, 2024

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Our conversation recaps the recently signed Government Funding Bill, and examines efforts from within the House of Representatives to remove House Speaker Mike Johnson. We also check in on what recent Presidential polls are pointing to, and discuss Federal support in response to the bridge collapse in Baltimore earlier this week. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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