UBS On-Air: Market Moves

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Top of the Morning: CIO Strategy Snapshot - And the beat goes on Jun 10, 2024

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With growth fears last week having eased, investor confidence in a soft-landing having been reinforced, and the S&P 500 having hit an all-time-high, Jason explains why the story is likely to continue this week with the May inflation data and the FOMC meeting. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'The importance of participation rates' Jun 10, 2024

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In any society experiencing a period of economic upheaval, some people do better while others do worse. The causes are complex, but those suffering want a simple explanation. This encourages scapegoat economics—blaming economic problems on a minority group. Scapegoat economics encourages prejudice politics, where politicians promise everything will be OK if that group can only be excluded. This helps explain the extremists’ success in the European elections.

CIO House View Monthly Livestream (June) Jun 09, 2024

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Hear the latest thinking and investment recommendations from the UBS Chief Investment Office with Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, and David Lefkowitz, Head of Equities Americas.

Top of the Morning: May Jobs report, Fed preview, & the week ahead Jun 07, 2024

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As we close out another trading week, Brian Rose recaps the May employment data and provides a health check on the US labor market. We also preview next week’s FOMC meeting, along with some other points of interest on the US data calendar. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Shiavon Chatman

UBS On-Air: Paul Donovan Daily Audio 'The ECB creaks toward a cutting cycle' Jun 07, 2024

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As expected, the ECB offered a 0.25-percentage-point rate cut, with general vagueness about the future. The rationale was also as expected—interest rates are following inflation lower. Applying the ECB’s logic to the likely path of the economy, another couple of rate cuts seem likely this year, but Lagarde was not prepared to signal that strongly at yesterday’s press conference.

Washington Weekly Podcast: Remembering D-day, Dr. Fauci testimony, US Southern border Jun 06, 2024

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This week Shane reflects on the 80th anniversary of D-day, recap’s Dr. Anthony Fauci’s Congressional testimony, updates on the latest executive action directed at the US Southern border, along with developments surrounding the Israel-Hamas War. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Top of the Morning: Mexico’s Election - Outcome & Investment implications Jun 06, 2024

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In the wake of Mexico’s election outcome earlier this week, Gaby outlines the results, weighs in on the market response, and shares the investment implications to be mindful of. Featured is Gaby Soni, Head of Investment Strategy Mexico, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Cuts, continuity, clarification' Jun 06, 2024

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There is a strong consensus about today’s ECB policy rate decision. A total of 53 out of 55 surveyed economists expect a 0.25% rate cut, and ECB Chief Economist Lane has practically promised an easing (chief economists are, of course, never wrong). The idea this year has been that most major central banks would follow inflation lower. Eurozone inflation is lower. Rate cuts are not stimulatory, but stabilizing (keeping the real interest rate steady).

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 8) Jun 05, 2024

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On this week’s episode of Viewpoints, Burkhard explains the underestimated importance of the upcoming European elections, football championships, and the Olympics, along with what investors can learn from professional athletes, coaches, and teams.

UBS On-Air: Paul Donovan Daily Audio 'Polling problems' Jun 05, 2024

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Japan published some labor market data, with April cash earnings. On a like-for-like comparison, these were somewhat weaker than expected (and they remain negative in real terms). There are two points worth bearing in mind. An increasing share of Japanese consumers do not depend on earnings to finance consumption, because of population aging. And more of the Japanese economy has been supported by foreign consumers as tourists.

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