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
UBS On-Air: Paul Donovan Daily Audio 'The damage of data dependency'
02:46Finally, several months later than it should, the Federal Reserve will cut rates today. Stressing data dependency when data are not dependable has led to this unnecessary delay. The Fed has been lucky the damage has been limited—middle-income borrowers locked in mortgages at absurdly low rates, and real rates for borrowers (deflated by income growth) have not risen too much.
Top of the Morning: Should you harvest capital gains at today’s rate?
15:07Our conversation focuses on considerations around tax management, namely if the capital gains tax rates go higher, does it make sense to harvest capital gains at the lower tax rate today. We also review additional tax changes being proposed that investors should be mindful of. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Senior Total Wealth Strategist, UBS Chief Investment Office. Host: Daniel Cassidy
Top of the Morning: Election 2024 - Critical takeaways for global entrepreneurs
14:17As Election Day in the US quickly approaches, Paul drops by the studio to outline the economic agendas of both candidates, and reviews the implications of certain outcomes to global entrepreneurs and business owners. Featured is Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Hedonism day'
02:09It is hedonism day in the US, with the release of August retail sales data. Two limits to the data. This is a value measure, and US goods prices have been falling for four months now. This underrepresents consumption at a time when people are still favoring fun over goods. Instagram reels of holidays and congealing restaurant meals cost money (and of that spending, only the congealing restaurant meals are captured in retail sales).
Washington Weekly Podcast: Post-debate polling, China legislation, Government funding
13:13We begin by updating on the second assassination attempt of former President Trump, and where that investigation stands. We also discuss where negotiations stand as it relates a government funding bill, bipartisan legislative initiatives aimed at China, along with a look at the polls a week out from the recent Presidential debate. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
