UBS On-Air: Market Moves

Latest Episodes:

Talking Markets: Equities edition with Dan Suzuki of Richard Bernstein Advisors Apr 28, 2024

Show notes

Dan rejoins the podcast to provide his near-to-medium term outlook for the US economy, monetary policy, and equity markets. We also discuss where Dan is finding opportunity within equities, as well as the risks to be mindful of as we approach 2H24. Featured is Dan Suzuki, Deputy Chief Investment Officer at Richard Bernstein Advisors. Host: Daniel Cassidy

Top of the Morning: The week in review and preview Apr 26, 2024

Show notes

As we close out another week (and the month of April), Frank and Barry recap fixed income performance, as well as this week’s notable market moving events, notably the Q1 GDP print. We also preview what you can expect in the week ahead. Featured are Frank Sileo and Barry McAlinden, Senior Fixed Income Strategists for the Americas, UBS Chief Investment Office. Host: Shiavon Chatman

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 4) Apr 26, 2024

Show notes

On this week’s episode, Burkhard reflects on April’s market performance and whether potential adjustments to the timing of Fed rate cuts could impact the prospects for growth. We also touch on how investors should consider positioning for rising geopolitical risk, and on the lighter side, share some reading and movie tips for a Spring weekend!

Washington Weekly Podcast: Decision ’24 Polling, Agenda for Congress, US-China relations Apr 26, 2024

Show notes

This week we examine what national polling in currently pointing to for the race for the White House, including takeaways from this week’s Pennsylvania primary. Shane also outlines some upcoming agenda items and focuses for Congress, and shares his expectations for Secretary of State Blinken’s visit to China. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Next price measure, please' Apr 26, 2024

Show notes

Markets exhibited a naïve belief in the accuracy of economic data yesterday. US first quarter GDP will probably be revised stronger, and hinted at future consumer strength. The data does put more focus on today’s personal spending figures—and in particular the personal consumer expenditure deflators.

Top of the Morning: The CEO Macro Briefing Book quarterly update Apr 25, 2024

Show notes

Jason and Paul rejoin the podcast in-studio to discuss the second edition of the new CEO Briefing Book quarterly series. We dive into how the macroeconomic environment, the landscape for corporate transactions, and geopolitics have all evolved thus far in 2024, and in turn what that means for corporate operating environments and decision making. Featured is Jason Draho, Head of Asset Allocation Americas, and Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Guessing games' Apr 25, 2024

Show notes

The US releases its first guess at first quarter GDP (a generally accurate number should be available sometime around 2029 or 2030). The rapid pace of structural change means that increasing amounts of economic activity are likely being missed in this sort of data. Overall, there should be some signs of a slowdown, but middle-income consumers will still provide resilience.

Top of the Morning: How to prepare for (potentially) higher taxes Apr 24, 2024

Show notes

As US taxes are expected to rise (especially for wealthy families), spanning income tax, capital gains tax, and estate tax, Justin and Ainsley join to discuss strategies that investors can leverage in order to prepare. Featured are Justin Waring, Senior Total Wealth Strategist, and Ainsley Carbone, Retirement Strategist, from the UBS Chief Investment Office. Host: Daniel Cassidy

How should I be positioned? with Matt McLennan (First Eagle) and Jason Draho (UBS CIO) Apr 24, 2024

Show notes

Matt rejoins Jason in the studio for a discussion around the US macroeconomic environment, including an outlook for growth, inflation and Fed rate cuts. We also spend time outlining portfolio positioning preferences. Featured is Matt McLennan, Co-Head of the Global Value Team, First Eagle Investment Management, and Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'US defunds Gen Z' Apr 24, 2024

Show notes

The US Senate has passed legislation defunding parts of Gen Z, with a ban on TikTok being allowed in US app stores unless the Chinese owner sells within 270 days. This potentially removes the economic activity generated by US content creators (influencers reportedly have an average income of over USD120,000—albeit with a very uneven income distribution). This economic activity may be underreported in official data, but it still takes place.

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