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
Special CIO Client Livestream: Debt ceiling and inflation
26:44Learn about the latest debt ceiling conversations being had in Washington D.C., along with a timely update on the latest inflation data. Featured speakers are John Savercool, Head of the UBS US Office of Public Policy, Brian Rose, Senior Economist, CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.
Top of the Morning: Muni update - Implications of banking crisis, themes and more
09:30Our conversation touches on the implications of the banking crisis to asset class performance and flows, plus a look at some portfolio themes to consider, an updated new issuance forecast for 2023 and more. Featured is Kathleen McNamara, Senior Municipal Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Time to live in the real world'
05:28US April consumer price inflation is expected to show relative stability in the year-over-year rates. Today’s data could be seen as good or bad by markets, depending on why consumer prices worry investors.
UBS On-Air: Paul Donovan Daily Audio 'Tracking down trade'
04:35China reported strong export values and falling import values in April. Beijing certainly focused on getting stronger exports reported at the end of the first quarter (and first quarter GDP growth was boosted by reported export numbers). While it is difficult to marry up one country’s export data with another country’s import data, it is quite difficult to see where the reported exports are going. Slowing demand for goods does suggest that global trade volumes are likely to decline as a share of the world economy.
Top of the Morning: CIO Strategy Snapshot - Level set
19:06In the wake of the Fed’s policy decision, the April employment report and the bulk of 1Q23 corporate earnings reporting, we examine what this all means for the investment outlook from here and how to position your portfolio accordingly. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy