UBS Global Research Pod Hub
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Global Economics & Markets Outlook – The Big Calls
00:00What are the most important economics and asset calls for 2023? Listen to this deep dive by Bhanu Baweja: Chief Strategist at UBS, and Arend Kapteyn: Head of Economics & Strategy Research at UBS. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Australian Macro Update - Q3 GDP print
10:30Australian Q3 GDP: amid higher rates, a drop in household savings is now needed to avoid a recession. Wages spike, with Average Earnings up 2.5% q/q. Tune in for key investment insights. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Equities Outlook in 2023
08:48How will equities react in 2023? We lay out the path for stocks in our baseline and scenarios, highlighting signposts to watch for a bottoming in equities in 2023. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Is Inflation Moving Structurally Higher?
08:45Are inflation concerns warranted or blown out of proportion? How will reaching global climate goals impact inflation? Our inflation specialist, Alan Detmeister, walks through his global inflation forecast for the months and years ahead. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Simplifying the Inflation Reduction Act
18:35What is the Inflation Reduction Act? What’s in it, what does it say, and who benefits? Our Head of Americas ESG analyst unpacks the act and simplifies its impact. + *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).