UBS On-Air: Market Moves
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
Wealth Management Americas
Top of the Morning: A timely discussion on the latest China stimulus announcement
12:39In the wake of new economic stimulus measures announced by China’s central bank, Xingchen Yu drops by to review the announced measures, what they’re aimed at, along with both the economic and investment implications that investors should be mindful of. Featured is Xingchen Yu, Emerging Markets Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Top of the Morning: Fixed Income Strategist - Beginning our initial descent
16:51Leslie and Barry rejoin for a deeper dive look into the implications of the Fed’s commencement of policy easing to fixed income assets, in particular credit sectors. We also cover CIO’s broader thinking when it comes to positioning across fixed income, in anticipation of further easing measures by the Fed to be implemented through year-end. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, along with Senior Fixed Income Strategist, Barry McAlinden. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Data, and why data dependency is bad'
02:42The US offers the “final” revisions to second-quarter GDP alongside annual data revisions. Declining real-time date reliability means that revisions matter to economists. US growth data is generally underestimated quite a bit, in the early releases. This problem may increase in the future—for instance, budget cuts mean that labor market data is likely to become less reliable.
Talking Markets with Jeffrey Gundlach, Founder, DoubleLine Capital
27:20A fireside chat which covers the current market and macro environment, including thoughts around the US economy, the Fed, the upcoming US election, and positioning across fixed income and real estate. Featured is Jeffrey Gundlach, Chief Executive Officer, Chief Investment Officer and Founder of DoubleLine Capital. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Policy versus emotion'
02:23Policy interests markets, but few voters. Emotion tends to be more important in elections. The global rise of economic nationalism is rooted in emotion, but is also a policy with real world consequences. Yesterday, former US President Trump pledged to use corporate tax cuts and consumer tax increases (via tariffs) to bring manufacturing jobs back to the US. Who would do those jobs with near full employment was not specified. Investors have hitherto regarded Trump’s tariff proposals as being emotional rather than policy, given their extreme nature.