UBS On-Air: Market Moves

Latest Episodes:

UBS On-Air: Paul Donovan Daily Audio 'Ignoring economics' Aug 06, 2024

Show notes

The Japanese equity market is behaving with all the decorum and rationality of someone dancing the Hokey Cokey at a family wedding at two in the morning. Economic fundamentals are not driving equity prices—no economic data justified yesterday’s 12% plunge, nor today’s 10% rally.

Top of the Morning: ‘CIO Strategy Snapshot - What’s driving the market selloff?’ Aug 05, 2024

Show notes

As volatility across asset classes continues, Jason breaks down the drivers behind the market moves, explains CIO’s current investment outlook, and shares guidance for positioning during these volatile conditions. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Markets and fundamentals' Aug 05, 2024

Show notes

The Federal Reserve has been late in cutting rates, but that has been true for some time. The policy error is making things worse for lower income households. Middle income households are the critical group for economic activity, and are less negatively affected by the delay in rate cuts. Last Friday’s employment report (seemingly weather impacted) does not change that; indeed, unemployment for college graduates declined.

Top of the Morning: July Jobs Report, FOMC, & the week ahead Aug 02, 2024

Show notes

As we close out another trading week, Brian shares his thoughts on the latest jobs report, along with the health of the US labor market. We also spend time reflecting on this week’s FOMC meeting, and what the outcome suggests about prospects for a rate cut at the upcoming September meeting. Plus, we preview what you can expect in the week ahead. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Shiavon Chatman

Washington Weekly Podcast: SCOTUS reform, Fentanyl curbing, Geopolitics Aug 02, 2024

Show notes

On this week’s episode we examine President Biden’s proposed reforms from the US Supreme Court, along with an initiative from the White House the curb the flow of fentanyl into the US. We also spend time on the regional implications of recent escalations related to the Israel-Hamas War. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Orwellian employment' Aug 02, 2024

Show notes

The US employment report for July is due. Like Orwellian newspeak, this can often mean the reverse of what it says it means. The household and establishment surveys portray contrasting pictures of employment (and both have shocking response rates). Immigration, self-employment, automation, and switching to higher quality jobs all play a role in messing with the data.

UBS On-Air: Paul Donovan Daily Audio 'Cuts with a British accent?' Aug 01, 2024

Show notes

The Bank of England’s rate decision is due. Unlike some other central banks, the BoE has a tradition of dissent and disagreement. Arguably this produces better quality decisions (that is only true if the BoE agrees with my view and cuts rates). Disinflation forces argue that the bank should lower rates to prevent unnecessary real policy tightening, which would be a relief for the minority of households with a mortgage.

CIO First Take: July FOMC meeting Jul 31, 2024

Show notes

Join Jason Draho, Head of Asset Allocation Americas, and Brian Rose, Senior Economist Americas, for thoughts and reflections on the outcome of the July FOMC meeting. Jason also speaks to the market response, and shares CIO’s positioning recommendations. Host: Daniel Cassidy

How to address your company stock within your financial plan Jul 31, 2024

Show notes

We outline considerations when it comes to how to address company stock within a financial plan, including a review of risks, and guidance on how to navigate behavioral bias. Featured are Ainsley Carbone, Retirement Strategist, Justin Waring, Senior Total Wealth Strategist, and Katie Williams, Discovery Strategist, UBS Chief Investment Office.

ElectionWatch: Decision 2024 update Jul 31, 2024

Show notes

Solita Marcelli is first joined by John Savercool, Head of the US Office of Public Policy, to discuss President Biden’s decision to drop out, and the impact on the race and investments.

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