UBS On-Air: Market Moves Podcast
1) Across the Pond: Trump’s tariff Tsunami?
President Trump is gearing up to impose a new slew of tariffs on trade partners on April 2, a day he has dubbed “Liberation Day” to signify that America will free itself from unfair trade practices. T...Show More
2) UBS On-Air: Paul Donovan Daily Audio 'Tax facts'
US President Trump announced an aggressive tax increase for US consumers, with a 25% tariff on imported cars. Officials later clarified it also covers car parts. The tax will raise US inflation and lo...Show More
3) How should I be positioned? with Joe Davis (Vanguard) and Jason Draho (UBS CIO)
Joe and Jason exchange views and thoughts on a wide range of topics, including the health of the US economy, the implications of US trade policy, the road ahead for monetary policy, and more. Plus, a...Show More
4) UBS On-Air: Paul Donovan Daily Audio 'Who believes the numbers?'
UK February consumer price data was slightly below expectations—before the weirdness of the UK government’s capped energy pricing adds to inflation in April. Producer price data was not published, owi...Show More
5) Talking Markets Podcast with Brian Levitt of Invesco
Brian Levitt serves as a Global Market Strategist at Invesco. Brian shares his take on a wide range of topics that have recently influenced investor sentiment and moved markets, including US trade po...Show More
6) UBS On-Air: Paul Donovan Daily Audio 'Insecurity'
Reports that the US vice president and cabinet members discussed war plans on a public chat channel with a journalist in attendance do not directly impact markets. However, the chat messages reveal ad...Show More
7) Top of the Morning: CIO Strategy Snapshot - Is the correction over?
As markets showed signs of stabilizing last week, investors weigh whether the correction is behind us or has temporarily paused. Jason shares his thoughts, along with recaps the FOMC meeting, the lat...Show More
8) UBS On-Air: Paul Donovan Daily Audio 'Fiscal inefficiency'
Media reports suggest that the rather haphazard attempts to restructure the US government could cost half a trillion dollars in lost tax revenues this year. Investors have not priced the restructuring...Show More
9) Macro Monthly Podcast with UBS Asset Management
Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global macro environment, and markets.
10) House Call: Talking Equity Markets with UBS Asset Management
Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity I...Show More