UBS On-Air: Market Moves
UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior
Wealth Management Americas
Washington Weekly Podcast: Legislative blockade, Decision 2024 and more
12:59We update on the latest surrounding a legislative blockade in Congress and its impact to the legislative agenda, how the scope of the ‘Decision 2024’ candidate field is shaping up, and a geopolitical roundup. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy
Planning Podcast Series: Advanced Planning Life Insurance Guide
14:07Advanced Planning Group strategists, Jennifer Lan, Premini Scandurra, and Hunter Peek, summarize some key aspects of life insurance and potential ways it may be incorporated into an overall estate plan. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Revision time'
04:25Markets (at least bond and foreign exchange markets) tend to pay relatively little attention to data revisions. New but inaccurate information is valued more than delayed but more accurate information. Today’s Eurozone GDP revisions may be a little different because seven economists are forecasting a revision to a negative number. A negative number would allow for suitably apocalyptic, click-bait style reporting. In the real world, no one will notice the difference between 0.0% and -0.1%.
UBS On-Air: Paul Donovan Daily Audio 'Trade tales'
04:38China’s May trade data had a fairly large drop in exports, attributed to weakness in exports to the US and Japan. This does not necessarily signal a sharp decline in global demand. Global demand patterns now favor services rather than goods (China is not a service exporter). Moreover, there was surprising strength in China’s first quarter export numbers, helping to boost the GDP numbers. Potentially the strength reported in the first quarter was at the expense of reported export data later on.
Top of the Morning: Longer-term investments - Water Scarcity and Energy Transition
07:05We discuss the evolution of two longer-term investment themes, water scarcity and the energy transition, and the investment opportunities that exist within, particularly as it relates to fixed income. Featured is Michelle Laliberte, Thematic Investing Strategist Americas, UBS Chief Investment Office. Host: Shiavon Chatman