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
Talking Markets with Jeffrey Gundlach, Founder, DoubleLine Capital
27:20A fireside chat which covers the current market and macro environment, including thoughts around the US economy, the Fed, the upcoming US election, and positioning across fixed income and real estate. Featured is Jeffrey Gundlach, Chief Executive Officer, Chief Investment Officer and Founder of DoubleLine Capital. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Policy versus emotion'
02:23Policy interests markets, but few voters. Emotion tends to be more important in elections. The global rise of economic nationalism is rooted in emotion, but is also a policy with real world consequences. Yesterday, former US President Trump pledged to use corporate tax cuts and consumer tax increases (via tariffs) to bring manufacturing jobs back to the US. Who would do those jobs with near full employment was not specified. Investors have hitherto regarded Trump’s tariff proposals as being emotional rather than policy, given their extreme nature.
Top of the Morning: US election implications for sustainability
12:47It’s Climate Week in New York! Amantia drops by the studio to outline the focus items of Climate Week, this as part of the annual United Nations General Assembly. We also discuss the implications of US election outcomes to climate policy, what’s in focus as it relates to ESG at the ‘State Level’, and the historical performance of sustainable investments during both Republican and Democrat administrations. Featured is Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Drama, or just theater?'
02:21China’s central bank cut interest rates and reserve requirements, eased home ownership regulation, and proposed support for equity markets. The measures were announced with considerable dramatic effect, presumably aiming to ensure China’s officially reported GDP data meets the official GDP target.
Top of the Morning: CIO Strategy Snapshot - Get Ready (UBS House View)
21:11We kick off the trading week by reviewing the latest UBS House View and positioning recommendations. Jason also weighs whether the Fed’s aggressive commencement of easing signifies a sustained soft landing on the horizon, along with the newly in focus debate over the terminal Fed funds rate. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy