UBS On-Air: Market Moves

Latest Episodes:

UBS On-Air: Paul Donovan Daily Audio 'Guessing growth (badly)' Jul 25, 2024

Show notes

Equity markets exhibited some volatility yesterday. This is not the fault of economists (there was no news of any economic note). The nature of the moves are unlikely to offer any economic signals either.

Top of the Morning: Emerging Markets - US dollar centricity, revisited Jul 24, 2024

Show notes

The US Dollar has been the undisputed global reserve currency for decades, though can this standing sustain? Alejo joins to weigh in on this pressing question, along with shares thoughts on alternative currencies and commodities that can thrive in a more diversified global currency environment. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'More politics, less market interest' Jul 24, 2024

Show notes

Assorted business sentiment opinion polls are published, in an otherwise quiet data calendar. This, unfortunately, means that the surveys will get more attention than they deserve because talking heads have little else to talk about. Political polarization and biases in news cycles have depressed sentiment, which has tended to underperform economic reality.

CIO Global Livestream: What is driving markets - Elections or earnings? Jul 23, 2024

Show notes

Join Kiran Ganesh, Global Head of Investment Communications, Tom McLoughlin, Head of Fixed Income & Municipal Securities, Nadia Lovell, Senior US Equity Strategist, & Constantin Bolz, FX Strategist.

Macro Monthly Podcast with UBS Asset Management Jul 23, 2024

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Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global macro environment, and markets.

Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management Jul 23, 2024

Show notes

Tune in monthly to hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income and Liquidity teams. We hear candidly from them on their views on markets and what they believe you should be focused on within the fixed income space.

UBS On-Air: Paul Donovan Daily Audio 'Desperate times' Jul 23, 2024

Show notes

There is almost nothing happening on the economic data calendar today—things are so quiet even ECB President Lagarde and former US Treasury Secretary Summers are not speaking. As markets abhor a vacuum, there is a danger that idle investors may start listening to politicians.

CIO Fixed Income Roundtable Podcast - July update Jul 22, 2024

Show notes

A look at the performance of fixed income sub-sectors, along with a review of positioning recommendations. Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, moderates a panel which includes insights from Senior Fixed Income Strategists Alina Golant, Sudip Mukherjee, Barry McAlinden, and Frank Sileo.

Top of the Morning: CIO Strategy Snapshot - 180 or 360? (Election update) Jul 22, 2024

Show notes

Following Sunday’s development of President Biden withdrawing from the 2024 race for the White House, Jason speaks to the implications to the markets, and to CIO’s investment outlook. Jason also touches on the recent ‘rotation trade’ and explains why the trade is unlikely to persist and is actually likely to reverse. Plus, a look at the current positioning recommendations from CIO per the latest UBS House View. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Inevitable, but what does it change?' Jul 22, 2024

Show notes

The decision of the People’s Bank of China to cut rates by 0.1 percentage point was perhaps inevitable—even on official data, the domestic economy is lethargic. Does a small change in borrowing costs really alter anything? Arguably, China is not constrained by the cost of credit. This is a signal of policymakers’ concerns over economic growth, and perhaps represents a downpayment on future action.

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