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 destructive power of economic nationalism'
02:42US President Biden called China “xenophobic” in comments highlighting China’s structural economic challenges. Biden also pledged higher taxes on US consumers of China’s steel and aluminum. US Congress lives in terror that China will learn the “Texas hold‘em” TikTok dance before Speaker Johnson has mastered the moves, and is proposing to tie a TikTok ban to aid measures for Ukraine and Israel.
How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)
33:18Torsten rejoins Jason in the studio for a discussion around the US macroeconomic environment, including an outlook for growth, inflation and Fed rate cuts. We also spend time outlining portfolio positioning preferences. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and Torsten Slok, Partner and Chief Economist with Apollo Global Management. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'The problems with Powell'
02:39Federal Reserve Chair Powell is not an economist. Not everyone can be an economist, but central bank heads probably should be economists. Yesterday, Powell stated reaching 2% inflation was taking longer than expected. The US PCE deflator is 2.5% y/y, the core PCE deflator is 2.8% y/y, and harmonized inflation is 2.4% y/y. Imprecise data means most economists regard a 2% inflation target as meaning a 1%-to-3% range. The fictional owners’ equivalent rent may be taking longer than expected to reach 2%, but that is not the same thing as inflation.
ElectionWatch 2024: The race, the world, and investments
34:42Listen to our first ElectionWatch virtual event, where Solita Marcelli, Chief Investment Officer Americas, was joined by Frank Kelly, Founder & Managing Partner at Fulcrum Macro Advisors LLC, Mike Rogers, Former Director of the National Security Agency, and David Rubenstein, Co-Founder of The Carlyle Group.
3 Levels Podcast: The basics of investing and financial planning
21:24This new monthly podcast focuses on topics that help families understand the basics of investing and financial planning at three different levels of depth (Definition, Identification, and Implementation). Featured to discuss the topic of “risk” are Justin Waring, Senior Total Wealth Strategist, and Ainsley Carbone, Retirement Strategist, from the UBS Chief Investment Office. Host: Daniel Cassidy