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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 'Economics trussed up by ideology'

9/23/2022
Today’s UK mini budget signals an international trend. Fewer people join political parties in advanced democracies, causing political parties to be more extreme relative to the political centre and policies to be more ideological. Markets view today’s UK mini-budget as shaped more by ideology than economics.

Duration:00:04:40

Top of the Morning: Muni Markets - Navigating volatility

9/22/2022
Our conversation touches on the recent performance drivers of muni assets and highlights some investment themes to consider, against a backdrop of market volatility. We also touch on an outlook for muni performance and spotlight renewed momentum for nuclear energy. Featured is Kathleen McNamara, Senior Municipal Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:08:49

Portfolio diversification: The role of alternatives with Dan Villalon (AQR) and Daniel Scansaroli (UBS CIO)

9/22/2022
We discuss an outlook for markets and macro conditions and explain why you should consider an allocation into alternatives as part of your portfolio strategy in order to achieve portfolio diversification. Featured are Daniel Scansaroli, Head of Portfolio Strategy and UBS Wealth Way Solutions Americas, UBS Chief Investment Office, and Dan Villalon, Principal and Co-Head of the Portfolio Solutions Group, AQR Capital Management. Host: Daniel Cassidy

Duration:00:27:36

UBS On-Air: Paul Donovan Daily Audio 'Pavlovian dystopia'

9/22/2022
The US Federal Reserve raised interest rates 0.75 percent, but Fed Chair Powell’s comments signaled a more hawkish tone - admitting a risk of a recession of unknown severity. The outstanding aspect of Powell’s comments was that there was no explanation of how policy tightening will work.

Duration:00:05:17

UBS On-Air: Paul Donovan Daily Audio 'Is it all the fault of the Fed'

9/22/2022
The US Federal Reserve is expected to increase rates by 0.75 percent. The June policy errors trashed forward guidance and elevated the (unworthy) consumer price inflation measure as a policy objective. This has left markets skittish and inclined to overemphasize poor quality data.

Duration:00:05:20

Top of the Morning: Space economy - The evolution continues

9/21/2022
Our conversation turns focus back to thematic investing as we revisit the space economy and touch on some recent developments as well as investment considerations. Featured are Michelle Laliberte, Thematic Investing Strategist Americas, and Nathaniel Gabriel, Industrials Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:17:00

Advanced Planning 2022 Year-End Guide Podcast

9/20/2022
Listen to the authors of the 2022 Year-End Guide, Todd Mayo and Jacqueline Denton as they share their thoughts on some selected planning ideas from the guide. Todd is a Senior Wealth Strategist based in Boston MA, and Jacqueline is an Associate Wealth Strategist based in Nashville TN. Host: Daniel Cassidy

Duration:00:13:23

UBS On-Air: Paul Donovan Daily Audio 'Food and fuel'

9/20/2022
Japan’s August consumer price inflation rose to 3 percent year over year. This is still a food and fuel story - on an international calculation of the core measure, inflation is running at 0.7 percent year over year. Japanese official core inflation includes non-fresh food, globally, this has been an area of some profit margin expansion and thus inflation.

Duration:00:04:37

UBS On-Air: Paul Donovan Daily Audio 'Does hiking rates work?'

9/19/2022
Financial markets are focused on the US Federal Reserve policy decision this week. The focus is ‘how big is the hike?’ not ‘will hiking rates cut inflation?’. The Fed’s June policy errors included a focus on consumer price inflation. More and more of CPI is made up of prices that monetary policy has less and less influence over. The Fed is forced to create more disinflation and deflation in the areas where policy does have an influence.

Duration:00:04:46

Top of the Morning: The week in review and preview

9/16/2022
Our conversation recaps the week that was, including the August inflation data and market response. We also preview the week ahead, including the highly anticipated September Fed meeting. Featured is Danny Kessler, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:10:18

Washington Weekly Podcast: Latest Primaries, Geopolitics and more

9/16/2022
We recap the latest and last round of primary races ahead of the November mid-term election, discuss a variety of geopolitical developments and more. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

Duration:00:12:46

UBS On-Air: Paul Donovan Daily Audio 'Domestic China signals, global UK lessons'

9/16/2022
China’s electricity and auto production led slightly stronger August industrial production. These sectors do not signal stronger global demand. Autos also led August retail sales, which managed to stop falling. Auto demand owes much to targeted tax breaks. Unfortunately relatively few government policies are aimed at stimulating domestic consumption.

Duration:00:06:25

Living your Legacy: Levitt Foundation

9/15/2022
Join Elizabeth Cribbs, Senior Strategist on the Family Advisory and Philanthropy Services team, in conversation with two members of the Levitt Foundation, Liz Levitt Hirsch, Board President, and Sharon Yazowski, Founding Executive Director. The Levitt Foundation is a remarkable example of a mid-sized, private family foundation that is making a big impact in communities. Through its commitment to creative placemaking, its grantmaking and research, the Levitt Foundation partners with...

UBS On-Air: Paul Donovan Daily Audio 'Demand and supply'

9/15/2022
US August retail sales data signal consumer demand. On the negative side, employee real earnings are catastrophically negative. On the positive side, consumer balance sheets are unusually strong, earnings data does not capture modern ways of making money (TikTok influencers, etc.), homeowners have a lower cost of living and thus greater spending power than consumer prices suggest, and parts of the economy have much lower inflation than the headline numbers.

Duration:00:05:52

Top of the Morning: Fixed Income Strategist - Can you hear me now?

9/15/2022
We discuss an outlook for rates and offer perspective around the current fixed income landscape for investors. We also preview the September Fed meeting and outline how you should consider an allocation within fixed income. Featured is Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:15:45

Top of the Morning: CIO Strategy Snapshot - The inflation picture and market response

9/15/2022
Our conversation examines an outlook for markets and monetary policy in the wake of the August inflation data. We also touch on the implications of aggressive rate hikes to growth, the prospects for a recession and how to think about positioning for the current environment. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:24:39

UBS On-Air: Paul Donovan Daily Audio 'Consumer prices and conventional analysis'

9/13/2022
US August consumer price inflation is due. Consumer prices do not measure the cost of living. Fantasy numbers in US CPI calculation further divorce this price measure from the cost of living. However, the Fed’s June policy error elevated the importance of consumer price inflation. Disinflation and deflation in durable goods, the longest period of gasoline price deflation for years, and some evidence of squeezing profit margins all suggest a lower reading.

Duration:00:05:31

Managing Stress for Success: How to identify and manage stress

9/13/2022
Our conversation is all about stress management as my guest outlines some considerations and tips when it comes to understating the warning signs of stress and how to best navigate stressful periods or occurrences in both our personal and professional lives. Featured is Lindsey Troxell, Senior Director with Knowledge Labs Professional Development at Janus Henderson Investors. Host: Daniel Cassidy

Duration:00:30:18

UBS On-Air: Paul Donovan Daily Audio 'Uncertainty'

9/12/2022
The Swedish general election produced a finely balanced result - one or two seats separate the two main political blocs. The anti-immigration Sweden Democrats are the second largest party in parliament. Globally, structural change in the economy is likely to encourage the rise of ‘anti’ parties (parties that are partly or largely defined by being against something), as scapegoat economics is a seductively simple solution to the complexities of changing economics. This increases political...

Duration:00:04:40

Top of the Morning: The week in review and preview

9/9/2022
We recap the week that was, with a tilt towards fixed income and the drivers behind recent performance. We also spend time covering latest market outlook from CIO and some points of interest to be mindful of in the week ahead. Featured are Frank Sileo and Barry McAlinden, Senior Fixed Income Strategists for the Americas, UBS Chief Investment Office. Host: Shiavon Chatman

Duration:00:19:07