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UBS On-Air: Market Moves

Business & Economics Podcasts

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

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

Location:

United States

Description:

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

Language:

English


Episodes

Top of the Morning: US Industrials sector update and outlook

8/12/2022
Our conversation offers takeaways from the Q2 reporting season and highlights what is on the minds of managements across the group, including notable headwinds. We also focus on positioning considerations. Featured is Nathaniel Gabriel, CIO Industrials Analyst Americas. Host: Daniel Cassidy

Duration:00:18:03

Living your Legacy: Pete Kadens

8/12/2022
Join Sarah Salomon, Head of UBS Family Advisory and Philanthropy Services, in conversation with Pete Kadens, serial entrepreneur and philanthropist. Pete was Co-Founder of Green Thumb Industries and served as CEO until his retirement in 2018. In his early retirement, Pete sought a renewed sense of purpose and found it in philanthropy. He is now Chairman of the Kadens Family Foundation and Hope Chicago, both nonprofit organizations focused on creating pathways out of poverty through...

Duration:00:21:55

UBS On-Air: Paul Donovan Daily Audio 'Inflation week concludes'

8/12/2022
UK second quarter GDP fell less than expected. Consumer spending was negative. While consumers elsewhere in the world may use savings and credit cards to offset falling real incomes, the UK tabloid media has made consumers suitably afraid of impending energy price increases. There is a wacky idea that the Bank of England should target nominal GDP. Nominal first quarter GDP growth was revised from 2.5 percent to 3.2 percent. Hardly a stable target.

Duration:00:04:08

How should I be positioned? with Jeffrey Sherman (DoubleLine) and Jason Draho (UBS CIO)

8/11/2022
We discuss the macroeconomic environment, including whether a recession might be on the horizon, and how macro considerations, namely inflation, might translate to the Fed and their course for monetary policy. We also spend time on asset allocation for the current environment. Featured is Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and Jeffrey Sherman, Deputy Chief Investment officer with DoubleLine Capital. Host: Daniel Cassidy

Duration:00:37:44

UBS On-Air: Paul Donovan Daily Audio 'The US enters deflation (for some)'

8/11/2022
The Federal Reserve’s June policy errors explain the market reaction to the US’s July consumer price inflation. Fed Chair Powell, who is not an economist, elevated the importance of the volatile CPI number. Fed speakers are desperately guiding that they still intend to raise rates, but the Fed tore up forward guidance and investors have no reason to believe a word Fed officials say.

Duration:00:05:41

Fixed Income Conversation Corner with Dwight Scott (Blackstone) and Leslie Falconio (UBS CIO)

8/10/2022
Hear insights into positioning within the asset class against the current macro backdrop and in consideration of what the balance of the year might have in store for the broader markets. Featured are Head of Taxable Fixed Income Strategy Americas from the UBS Chief Investment Office, Leslie Falconio as well as Dwight Scott, the Global Head of Credit for Blackstone.

Duration:00:24:57

Top of the Morning: CIO Strategy Snapshot - No pain, no gain?

8/10/2022
My guest outlines how a Good news is Bad news regime has been behind recent market performance and how the July jobs report has created ambiguity around what is ahead for markets and sentiment. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:15:46

UBS On-Air: Paul Donovan Daily Audio 'How ‘transitory’ won and lost'

8/10/2022
One of the Federal Reserve’s June policy errors was to focus on consumer price inflation as a policy driver. Consumer price inflation is volatile, its largest component is a fantasy price no one pays, and the Fed has little control over more than half of the index. But the Fed focus means it matters to markets. Falling gasoline prices mean the July headline rate is expected to fall.

Duration:00:05:09

UBS Investor Sentiment: On the lookout

8/9/2022
Our conversation offers a look into the concerns on the minds of investors and how they are preparing their portfolios for volatility. Plus, we outline an outlook for inflation, market performance, the US midterm elections and how to consider your asset allocation strategy. Featured is Dani Scherl, Global Thought Leadership Analyst, UBS Client Strategy Office, and Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:12:47

UBS On-Air: Paul Donovan Daily Audio 'Are you recklessly having fun?'

8/9/2022
UK data offers some global insight, not because the UK matters globally, but because many economies are following similar patterns in growth, and economic parallels are more convincing when delivered with a British accent. British Retail Consortium retail sales figures fell sharply in real terms. Falling real incomes mean falling consumption, the slump scenario, unless consumers cut savings or increase borrowing.

Duration:00:04:43

UBS On-Air: Paul Donovan Daily Audio 'Good news and bad news'

8/8/2022
Last Friday’s US economic data needs to be considered as a whole. Unemployment was the lowest in over fifty years, real earnings growth is horrifically bad, and consumer credit grew dramatically. The positive spin is job security should be high - prime age workers who want to work can find jobs. Job security is a critical factor supporting consumption.

Duration:00:04:26

State of the Muni Markets with Mike Rabuffo (GWK) and Kathleen McNamara (UBS CIO)

8/8/2022
Hear perspective on recent performance drivers, investor sentiment, a performance outlook and positioning. Featured are Kathleen McNamara, Senior Municipal Strategist Americas with the UBS Chief Investment Office, and Mike Rabuffo, Principal and Municipal Bond Client Portfolio Manager with GW and K Investment Management. Host: Daniel Cassidy

Duration:00:21:09

Top of the Morning: July Jobs Report and the week ahead

8/5/2022
We recap the week that was, including a look at the July Jobs report, and preview what you can expect in the week ahead. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:11:06

UBS On-Air: Paul Donovan Daily Audio 'Combinations matter'

8/5/2022
The combination of today’s US data is what matters. The July employment report is the narcissist of the economic data calendar, demanding attention. Overall, the trend of slowing but strong employment is established. Real wages remain very, very weak, however. Normally, falling real incomes means falling spending power, and falling spending power means falling consumption.

Duration:00:05:07

Top of the Morning: Emerging Markets - A disciplined approach as the tide goes out

8/4/2022
We revisit our monthly emerging markets conversation to outline the latest flagship publication which highlights the fragility of emerging markets in a changing global liquidity environment and how to position accordingly. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:12:09

UBS On-Air: Paul Donovan Daily Audio 'Security, saving, and spending'

8/4/2022
The US offers initial jobless claims data, which always attracts some attention, but may become more of a focus. Job security may define the economic dividing line between economic slowdown and economic slump. Security means savings can supplement falling real incomes, and keep consumption going. Insecurity means savings are hoarded, and consumption must start to reflect falling real incomes.

Duration:00:04:22

Washington Weekly Podcast: Taiwan visit, Climate and Spending Bill, PACT Act and more

8/3/2022
Our conversation outlines the agenda in Asia of House Speaker Nancy Pelosi, the latest on the climate and spending bill being forwarded by Senate Democrats, developments surrounding the PACT Act and more. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

Duration:00:17:29

Top of the Morning: Muni Markets - Back to school

8/3/2022
Our conversation explains the July performance reversal, what the performance set-up looks like in the months ahead, highlights some portfolio themes and touches on the financial condition of private colleges. Featured is Kathleen McNamara, Senior Municipal Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:08:39

CIO Global Livestream: Why invest now?

8/3/2022
The August global livestream Mark Haefele, Solita Marcelli, Mark Andersen, and Dean Turner discuss our latest views on the economy and markets.

Duration:00:29:44

UBS On-Air: Paul Donovan Daily Audio 'Forward guidance failing to guide'

8/3/2022
Speakers from the erratic US Federal Reserve yesterday offered some signals on where policy may go. Sadly, markets have no reason to trust the forward guidance of Fed speakers at all anymore. Bonds did weaken a little yesterday, rallied a little overnight, and have not moved from recent ranges.

Duration:00:04:25