Wealth Management Americas
Washington Weekly Podcast: Legislative developments, pandemic rollbacks and more18:26
On this edition, we discuss an array of key legislative items, including police reform, voting rights and the status of fiscal relief. We also recap the Senate hearings about the Capitol riots and pandemic rollbacks that have been implemented at the state level. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Employment is everything'04:09
Fed Chair Powell’s remarks yesterday said little new. The US economy is far from full employment, and bond markets are not disorderly. The second quarter inflation spike is something sensible economists will ignore - it seems Powell will ignore it as well. US Treasury yields rose by an economically insignificant amount. 1994 this is not.
Top of the Morning: US Financials - Update and outlook19:28
Our conversation today will focus back in on the US Financials as we will examine recent performance within the group, along with the implications of rising rates, some notable themes within the space and more. Featured is Brad Ball, Financials Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'The Fed and the bounce back'04:13
Today is world books day in the UK. It would be very wrong of me to use a UBS platform to promote the works of any single author, even if those books cover such vitally important economic topics as sustainability, inflation, prejudice and labor markets.
UBS On-Air: Paul Donovan Daily Audio 'The Texas test case'04:38
Texas has created an economic experiment by lifting almost all pandemic restrictions on economic activity. Policymakers’ fear of the virus appears to have disappeared—if consumers’ fear levels fall (and they may not), Texas will be a test case for how consumer spending patterns shift. Economic data will still be distorted by the power failures. When New Zealand lifted domestic restrictions last September, consumption shifted in favor of services.