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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

UBS On-Air: Paul Donovan Daily Audio 'A different relationship from normal'

10/7/2022
The US employment report presents a complicated relationship between labor markets and consumer price inflation (and thus US Federal Reserve policy). Normally central banks want to lower wages to lower wage costs to lower inflation. With average earnings catastrophically negative, this is not today’s inflation story. Instead, central banks need to subdue demand to weaken pricing power and profit margins. Demand can slow with weaker earnings, weaker employment, or rising fears around job...

Duration:00:04:55

On Target Living: Living a healthy life of balance

10/6/2022
Our conversation delivers you perspective and guidance around how to live well, achieve a healthy lifestyle and live a life of balance. Featured is Chris Johnson, the Chief Executive Officer of On Target Living. Host: Daniel Cassidy

Talking Markets with Jeffrey Gundlach, Founder, DoubleLine Capital

10/5/2022
A fireside chat on the current market and macro environment, including thoughts around asset allocation with Jeffrey Gundlach, the Chief Executive Officer, Chief Investment Officer and Founder of DoubleLine Capital. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Policy, politics, and prices'

10/5/2022
A sharp decline in reported US job openings has excited financial markets, eager to see the Fed pivot its policy to something reasonable. However, Fed Chair Powell seems committed to a more Pavlovian response - high consumer price inflation produces higher interest rates. A single dubious quality data report is unlikely to revolutionise Fed thinking.

Fixed Income Conversation Corner Podcast with Mike Contopoulos (RBA) and Leslie Falconio (UBS CIO)

10/4/2022
Thoughts on the current fixed income landscape, rate environment and outlook for monetary policy with Mike Contopoulos, Director of Fixed Income for Richard Bernstein Advisors, as well as Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

Top of the Morning: CIO Strategy Snapshot - Q4 outlook

10/4/2022
With 4Q22 underway, we reflect on the drivers behind recent market volatility and touch on what the set up looks like for return over the next three months, including whether the Fed might deviate from its policy course in consideration of the recent market environment. We also reinforce the case for staying off the sidelines during volatile times and where opportunity exists in the market today. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host:...

UBS On-Air: Paul Donovan Daily Audio 'Open for business?'

10/4/2022
Equity markets strengthened yesterday. Higher energy prices on expectations of OPEC oil supply cuts helped energy stocks. Fiscal policy U-turns by the UK government may have strengthened investor perceptions of the power of markets to discipline governments, although the bulk of the UK’s deficit-financed higher income tax reductions remain in place. Fundamentals remain volatile, especially where politics is involved.

UBS On-Air: Paul Donovan Daily Audio 'Volatility from UK policy'

10/3/2022
The UK remains a source of market volatility (the US employment report may distract investors at the end of the week). The UK Chancellor is set to speak today. The UK Prime Minister has suggested the more controversial policies were the Chancellor’s idea. So far free markets have given a negative verdict whenever the Prime Minister or Chancellor has spoken.

Washington Weekly Podcast: Hurricane Ian response, Government Funding, Geopolitics

9/30/2022
Our conversation outlines the federal response to Hurricane Ian, the latest on government funding efforts and a roundup of geopolitical developments, including the recent Asia tour of Vice President Kamala Harris and the Russia Ukraine War. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

Duration:00:13:02

Wealth Planning Podcast: Name, Image, Likeness (NIL) Rights

9/30/2022
In this episode, we cover timely strategies when providing comprehensive planning advice to student-athletes, their parents and advisors regarding their Name, Image, and Likeness (NIL) Rights. Featured is Erik Seeney, Wealth Planning Strategist, UBS, who is joined by Melissa Lilly, Wealth Planning Strategist, UBS - they will share their insights on this timely topic.

Duration:00:26:27

The of the Morning: The week in review and preview

9/30/2022
Our conversation covers the recent movement across rates and the impacts to the broader markets. We also touch on a rate outlook, recap the commentary of Fed speakers from the past week, and preview what you can expect in the week ahead. Featured is Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office. Host: Shiavon Chatman

Duration:00:11:53

Top of the Morning: Investing in Emerging Markets - Brazil

9/29/2022
We turn focus back to the emerging markets with a tilt towards Brazil as my guests speak to recent developments spanning the economic environment and political landscape. Plus we touch on a new investment theme to consider. Featured are Xingchen Yu, Emerging Markets Strategist, as well as Ronaldo Patah, Chief Investment Officer for Brazil, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:20:34

UBS On-Air: Paul Donovan Daily Audio 'Financial systems need to function'

9/29/2022
The principle objective of any central bank must be to ensure the financial system functions. Policy will not transmit to the real economy if the financial system is paralysed. The Bank of England was confronted with a financial system that was increasingly paralysed in consequence of the UK government’s fiscal policy, and took action. The emergency bond purchases do not set a ceiling for UK government bond yields and are not inflationary - there has been a surge in liquidity demand,...

Duration:00:05:04

Sustainable Investing Perspectives Podcast with Amy O’Brien (Nuveen) and Amantia Muhedini (UBS CIO)

9/28/2022
In the latest episode, we cover the investment implications of the Inflation Reduction Act of 2022, the circular economy, and water scarcity. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas from the UBS Chief Investment Office, as well as Amy O’Brien, Global Head of Responsible Investing at Nuveen. Host: Shiavon Chatman

Duration:00:19:25

CIO Livestream: Discovering opportunities in volatile markets

9/28/2022
On Tuesday, Chief Investment Officer Mark Haefele and colleagues from around the world discussed the potential market scenarios, and shared favored portfolio positioning in order to navigate volatility.

Duration:00:14:38

UBS On-Air: Paul Donovan Daily Audio Much to ‘closely monitor’

9/28/2022
Russian energy supplies to Europe are in focus, with Russia attempting to annex parts of Ukraine and a leak conveniently developing in the Nordstream gas pipeline. The Nordstream gas pipe casing is around 15 centimetres (6 inches) thick, making it unlikely that Russian President Putin accidentally banged a nail through it. Cutting off gas to Europe is perhaps less likely to create consumer inflation (as consumers expect governments to offset price consequences), making the growth impact of...

Duration:00:05:33

The investment case for China: Approaches and macro considerations

9/27/2022
We outline the investment case for China, including a look at approaches to consider, along with the associated risks. We also touch on the macroeconomic environment and the geopolitical landscape, including how relations with the US might evolve from here. Featured is Dr. Jason Hsu, the Founder, Chairman and Chief Investment Officer of Rayliant Global Advisors, as well as Alejo Czerwonko, the Chief Investment Officer for Emerging Markets Americas with the UBS Chief Investment Office. Host:...

Top of the Morning: CIO Strategy Snapshot - Year of Discovery continues

9/27/2022
Following some notable moves across financial markets as of late, my guest outlines what the path forward for return might look like through the balance of the year and into 2023. We touch on the risk factors, both in the US and globally, that could influence market behavior and trigger volatility, as well as explain how to consider positioning for the current environment. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:26:03

UBS On-Air: Paul Donovan Daily Audio 'MMT takes a pounding'

9/27/2022
The global signals from the UK’s mini-budget matter. Modern monetary theory has been taken into a corner by the bond markets and beaten up. Advanced economy bond yields are not supposed to soar the way UK gilt yields rose. This also reminds investors that modern politics produces parties that are more extreme than either the voter or the investor consensus. Investors seem inclined to regard the UK Conservative Party as a doomsday cult.

Duration:00:00:58

UBS On-Air: Paul Donovan Daily Audio 'Mortgaging the future'

9/27/2022
Financial markets remain displeased with the UK government. US Federal Reserve President Bostic warned that UK-inspired uncertainty risked a global recession. Popular attention focuses on the weakness of sterling, every tourist can understand exchange rates. Memories of the ERM debacle mean emergency rates to defend sterling are unlikely, but more aggressive scheduled rate hikes are coming.

Duration:00:05:26