UBS On-Air: Market Moves – Détails, épisodes et analyse

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UBS On-Air: Market Moves

UBS On-Air: Market Moves

Client Strategy Office

Business

Fréquence : 1 épisode/1j. Total Éps: 1062

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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
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Classements récents

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Apple Podcasts

  • 🇨🇦 Canada - businessNews

    28/07/2025
    #22

  • 🇬🇧 Grande Bretagne - businessNews

    28/07/2025
    #22

  • 🇩🇪 Allemagne - businessNews

    28/07/2025
    #34

  • 🇺🇸 États-Unis - businessNews

    28/07/2025
    #30

  • 🇫🇷 France - businessNews

    28/07/2025
    #25

  • 🇨🇦 Canada - businessNews

    27/07/2025
    #16

  • 🇬🇧 Grande Bretagne - businessNews

    27/07/2025
    #11

  • 🇩🇪 Allemagne - businessNews

    27/07/2025
    #41

  • 🇺🇸 États-Unis - businessNews

    27/07/2025
    #23

  • 🇫🇷 France - businessNews

    27/07/2025
    #40
Spotify

    Aucun classement récent disponible

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Score global : 49%

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CIO House View Monthly Livestream (Sep)

mardi 10 septembre 2024 • Durée 36:31

Hear insights from David Lefkowitz, Head of Equities, CIO Americas, and Kurt Reiman, Head of Fixed Income and Municipal Securities, CIO Americas. Host: Anthony Pastore

UBS On-Air: Paul Donovan Daily Audio 'More economic nationalism'

mardi 3 septembre 2024 • Durée 02:05

Following Canada’s decision to dramatically tax Canadian consumers of electric vehicles made in China, China has launched anti-dumping investigations into Canadian exports. “Dumping” is the deliberate sale of exports at below market price. It is not a common occurrence, but it is a convenient way of pursuing economic nationalism (per US and EU accusations of dumping against China).

UBS On-Air: Paul Donovan Daily Audio 'Cold realities'

vendredi 28 juin 2024 • Durée 02:36

Polls immediately after the US presidential debate declared former President Trump the winner. While incumbents often “lose” debates, US President Biden reportedly lost by a large margin. This invites increased investor scrutiny of Trump’s policies, especially around trade. The economic consequences of tariffs are relatively obvious, but there is uncertainty about how many campaign pledges will translate into policy action.

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 10)

jeudi 27 juin 2024 • Durée 12:56

On this week’s episode of Viewpoints, Burkhard spends time reviewing an abundance of global election-related developments, including thoughts around Thursday’s US Presidential debate, along with upcoming snap elections in both the UK and France. Burkhard explains the impact of these developments to markets, along with offers guidance as to how investors should navigate through election-induced market volatility.

Washington Weekly Podcast: Presidential Debate preview, Latest polling

jeudi 27 juin 2024 • Durée 09:21

For this week, Shane previews the highly anticipated debate between President Biden, and former-President Trump, including a review of the rules and conditions. We also spend time reviewing likely areas of focus and the issues on the minds of the American voter. Plus, examine what the latest national and swing-state polling is pointing to. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Top of the Morning: Emerging Markets - Opportunities in the second half

jeudi 27 juin 2024 • Durée 11:42

Our conversation revisits the emerging markets as we discuss how the asset class has evolved in recent years, performance expectations for the asset class through year-end, and considerations when it comes to portfolio positioning. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Officer. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Presentation, not policy'

jeudi 27 juin 2024 • Durée 02:27

US first quarter GDP is revised, and will keep being revised; we will not have a clear picture of current GDP performance for five years or more. Markets will pay some attention to prices from the personal consumer expenditure deflator, but May data is due tomorrow. Politicians use GDP as a weapon or a rallying cry, but GDP is so far from real world living standards that voters do not care whether growth is reported as 1.4% or 1.3%.

Top of the Morning: A ‘Roaring 20s’ scenario for the US economy - Updated assessment

mercredi 26 juin 2024 • Durée 16:38

Our conversation revisits the possibility of a ‘Roaring 20s’-style economy to take shape in the US, as we review the updated assessment of such a scenario from the UBS Chief Investment Office. Featured is Jason Draho, Head of Asset Allocation Americas, and Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

House Call: Talking Equity Markets with UBS Asset Management

mercredi 26 juin 2024 • Durée 15:11

A monthly check on US equity market performance and positioning considerations with Jeremy Zirin, Senior Portfolio Manager, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist with UBS Asset Management.

UBS On-Air: Paul Donovan Daily Audio 'Political stereotypes'

mercredi 26 juin 2024 • Durée 02:49

There are several ECB speakers on the agenda today. One speaker, Rehn, has already suggested that two further rate cuts are a reasonable estimate for ECB action this year. This is in line with most economists’ views.

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