UBS On-Air: Market Moves

Latest Episodes:

UBS On-Air: Paul Donovan Daily Audio 'Great expectations' Mar 20, 2024

Show notes

The Bank of Japan did exactly what the Nikkei said it would. The only surprise was that two members of the policy committee appear not to have read the article, and disobeyed by dissenting. The Bank of Japan has had more internal dissent than the Federal Reserve in the past 18 months. Dissent between economists is perfectly natural.

The Energy Transition: Investment considerations & The road ahead Mar 19, 2024

Show notes

Jay Dobson and Ed Coyne drop by UBS Studios in New York for an in-depth conversation about where we are in the energy transition story, including a look at technological innovations, investment considerations, and what to expect in the years (and decades) ahead. Featured are Jay Dobson, Energy and Utilities Sector Strategist Americas, with the UBS Chief Investment Office, and Ed Coyne, Senior Managing Partner, at Sprott Asset Management. Host: Daniel Cassidy

Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management Mar 19, 2024

Show notes

Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income and Liquidity teams. Together, they provide views on markets and what they believe you should be focused on within the fixed income space.

529 to Roth IRA Rollovers: What you need to know Mar 19, 2024

Show notes

Join us as we explore a new provision that allows excess college 529 assets to be rolled to the 529 beneficiary’s Roth IRA. Isaac Chota, UBS 529 and Donor-advised fund program manager and George Walsh, UBS IRA program manager, from the UBS Chief Investment Office, discuss the possibilities and limitations of such rollovers. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'The start of policy decisions' Mar 19, 2024

Show notes

US interest rate expectations jumped about yesterday. There was a lack of either meaningful data or Federal Reserve commentary. However, there is also a lack of a medium-term policy framework, articulating the Fed’s views on the interaction between policy and economics. At a time of structural change, that lack of a framework encourages volatility.

Top of the Morning: CIO Strategy Snapshot - Speed bumps Mar 18, 2024

Show notes

With the next FOMC meeting a day away, Jason Draho speaks to how the Fed might interpret recent economic data, and how the data may influence the Fed’s policy decision making. We also discuss an investment outlook, and positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Washington Weekly Podcast: TikTok, Haiti, & Decision 2024 Mar 18, 2024

Show notes

Shane drops by UBS Studios in New York to update us on Congressional action against TikTok, the unfolding developments within Haiti, and upcoming milestones on the 2024 campaign trail, including the potential entrance of No Labels into the race. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'The end of the beginning' Mar 18, 2024

Show notes

This week marks a new phase in the battle between markets and central banks about the timing of rate cuts. We are not at the end—no one is expecting the assorted central bank meetings to produce rate cuts this week. We are not at the beginning of the end—explicit forward guidance of rate cuts also seems unlikely. But we are at the end of the beginning. Ongoing disinflation forces continue to make a forceful case for rate cuts in the second quarter.

Top of the Morning: The week in review and preview Mar 15, 2024

Show notes

As we conclude another trading week, Matt Tormey rejoins us to weigh in on equity valuations and recent momentum in markets. We also reflect on the latest round of inflation data, and discuss positioning consideration for your portfolio. Featured is Matt Tormey, Equity Strategist Americas, UBS Chief Investment Office. Host: Shiavon Chatman

UBS On-Air: Paul Donovan Daily Audio 'Meaningless noise' Mar 15, 2024

Show notes

We have consumer inflation expectations surveys from the US and UK today. These will probably generate media excitement, but economically they are meaningless noise. Consumers’ inflation expectations are shaped by high-frequency purchases like food and fuel—most UK and US deflation is focused on low frequency purchases like durable goods. Inflation perceptions have more to do with the daily cost of buying a Snickers bar than the actual cost of living—although slower US food price inflation and UK supermarkets’ two-tier pricing may help lower perceptions.

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UBS On-Air: Market Moves

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