UBS On-Air: Market Moves
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Episodes
UBS On-Air: Paul Donovan Daily Audio 'Inflation details matter'
27 Feb 2024
Contributed by Lukas
Japan’s January consumer price inflation data slowed, but the slowdown was less marked in services. This was because of foreign holiday prices—Jap...
Talking Markets Podcast Series with William Davies, Columbia Threadneedle Investments
26 Feb 2024
Contributed by Lukas
William Davies is the Global Chief Investment Officer at Columbia Threadneedle Investments. William shares his thoughts on the condition of the US ec...
Top of the Morning: CIO Strategy Snapshot - Goldilocks vs Roaring 20s
26 Feb 2024
Contributed by Lukas
Jason starts the week by updating with the latest changes per the March UBS House View. We also discuss the factors that could flip the US economy in...
UBS On-Air: Paul Donovan Daily Audio 'Who wants to hear from central banker?'
26 Feb 2024
Contributed by Lukas
There is a lot of central bank speak today. European Central Bank President Lagarde will of course be offering comments. However ECB officials have gi...
UBS On-Air: Paul Donovan Daily Audio 'Reasons to rush rate cuts'
23 Feb 2024
Contributed by Lukas
Federal Reserve governor Waller suggested there was “no rush” to cut rates. There is no absolute urgency, but there are three counter arguments. R...
Top of the Morning: Fixed Income Strategist - Tapering the tightening
22 Feb 2024
Contributed by Lukas
We examine a potential timeline for the Fed to commence Quantitative Tightening, including the criteria which needs to be met, and how fixed income ma...
UBS On-Air: Paul Donovan Daily Audio 'Back to the Future II'
22 Feb 2024
Contributed by Lukas
The Federal Reserve minutes offered some clarity on future Fed policy. The tone is consistent with rate cuts and a soft economic landing. The Fed does...
UBS On-Air: Paul Donovan Daily Audio 'Communicating more clearly'
21 Feb 2024
Contributed by Lukas
The minutes of the last Federal Reserve meeting are due, and markets will care. The US is approaching changes in both monetary and quantitative polici...
UBS On-Air: Paul Donovan Daily Audio 'Wages should be rising'
20 Feb 2024
Contributed by Lukas
The ECB releases a negotiated wage settlement index. ECB President Lagarde has repeatedly highlighted wages as a factor determining policy moves. Real...
Top of the Morning: The week in review and preview
19 Feb 2024
Contributed by Lukas
Before we start this holiday-shortened trading week, we first reflect on last week’s market moving macro data and assess current equity market valua...
UBS On-Air: Paul Donovan Daily Audio 'Having fun cheaply?'
19 Feb 2024
Contributed by Lukas
The ending of the lunar new year holiday has people focusing on China’s domestic demand. The number of trips rose above pre-pandemic levels, but ear...
UBS On-Air: Paul Donovan Daily Audio 'Consumers consuming'
16 Feb 2024
Contributed by Lukas
US producer price inflation is due. This does not have the political importance of consumer price data. It matters because most companies sell to othe...
UBS On-Air: Paul Donovan Daily Audio 'What’s in a name? It’s recession time'
15 Feb 2024
Contributed by Lukas
Japan’s population fell 0.44% last year. Fewer people make and consumer fewer things. Japan’s economy had a second quarter of economic contraction...
UBS On-Air: Paul Donovan Daily Audio 'Spending power improves'
14 Feb 2024
Contributed by Lukas
Yesterday’s US consumer price inflation rate slowed slightly less than expected—in the world of hashtag economics that was “hot” and a cue for...
CIO First Take: January CPI print with Brian Rose
13 Feb 2024
Contributed by Lukas
Following this morning's release of the January CPI print, Senior Economist Americas with the UBS Chief Investment Office, Brian Rose, drops by to...
Top of the Morning: CIO Strategy Snapshot - Where do markets go from here?
13 Feb 2024
Contributed by Lukas
With the S&P 500 having topped the 5,000 level late last week, investors are curious as to how markets might evolve from here. Jason provides his...
UBS On-Air: Paul Donovan Daily Audio 'Inflation in the real world'
13 Feb 2024
Contributed by Lukas
The Truth About Inflation is a complex subject, worthy of a book. The challenge for economists with today’s US consumer price data is stripping away...
UBS On-Air: Paul Donovan Daily Audio 'Perception and reality'
12 Feb 2024
Contributed by Lukas
Former US President Trump was making some strongly pro-Russia comments over the weekend, in the wake of increasingly hostile rhetoric toward China. Ma...
Top of the Morning: The week in review and preview
09 Feb 2024
Contributed by Lukas
To close out a busy week in the markets, Danny Kessler rejoins the podcast to share CIO’s view on renewed concerns about commercial real estate expo...
UBS On-Air: Paul Donovan Daily Audio 'From deluge to desert'
09 Feb 2024
Contributed by Lukas
The calendar is quiet. The recent pattern of data deluge then data desert is unhelpful. In an increasingly complex world, overworked economists need t...
UBS On-Air: Paul Donovan Daily Audio 'China’s deflation – a local affair'
08 Feb 2024
Contributed by Lukas
China’s consumer prices have been in deflation since last July (producer prices for far longer). January consumer price deflation was the worst in o...
UBS On-Air: Paul Donovan Daily Audio 'Trade and economic nationalism'
07 Feb 2024
Contributed by Lukas
US December trade figures are due. Trade will be an increasing focus in 2024 as elections encourage economic nationalism. Structural changes are also ...
Top of the Morning: CIO Strategy Snapshot - Vibe check
06 Feb 2024
Contributed by Lukas
In this week’s episode, Jason explains why the US economy’s ‘vibecession’ appears to be over and a ‘vibespansion’ has begun. We also disc...
UBS On-Air: Paul Donovan Daily Audio 'Are rising equities a good thing?'
06 Feb 2024
Contributed by Lukas
There is a narrative that rising equity markets are good, and falling equity markets are bad. This is not true. Fairly valued equities are good, and b...
UBS On-Air: Paul Donovan Daily Audio 'Powell says little for 60 minutes'
05 Feb 2024
Contributed by Lukas
A pre-recorded television interview with Federal Reserve Chair Powell was broadcast over the weekend. Powell’s public remarks have a scarcity value ...
Top of the Morning: Jan Jobs Report, Fed takeaways, Week ahead
02 Feb 2024
Contributed by Lukas
As another eventful week comes to a close, Brian Rose shares his take on the latest employment data, along with Wednesday’s Fed statement. We also ...
Sustainable Investing Perspectives: What’s next for SI in 2024 with Lucy Thomas (UBS Asset Management) & Amantia Muhedini (UBS CIO)
02 Feb 2024
Contributed by Lukas
With a new year underway, we discuss what investors will be focused on and how factors spanning global elections to potential shifts in monetary polic...
CIO House View Monthly Livestream (Feb)
02 Feb 2024
Contributed by Lukas
Hear the latest thinking and investment recommendations from the UBS Chief Investment Office with Jason Draho, Head of Asset Allocation Americas, and ...