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
ElectionWatch: Decision 2024 update
33:28Solita Marcelli is first joined by John Savercool, Head of the US Office of Public Policy, to discuss President Biden’s decision to drop out, and the impact on the race and investments. This is followed by a conversation with Justin Muzinich, CEO, Muzinich & Co., and former Deputy Secretary, US Department of the Treasury under former President Trump, discussing the Trump policy agenda and the economic implications coming out of the RNC.
Top of the Morning: The week in review and preview
08:11As we close out another trading week, Danny Kessler drops by to reflect on this week’s abundance of Q2 corporate earnings results, notable economic data releases, plus previews what to expect in the week ahead. Featured is Danny Kessler, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Shiavon Chatman
UBS On-Air: Paul Donovan Daily Audio 'Spending real money'
02:33Yesterday’s second quarter US GDP release showed the US consumer is alive and well, and spending money. Some of the GDP data reflected a bounce back from the first quarter. Today’s personal income, consumption, and deflator data offers more insight into the direction of travel. It would be unwise to bet against reasonable US consumption, with middle-income households still relatively well supported.
Washington Weekly Podcast: What’s next for President Biden and the Democratic Party?
12:48In the wake of Sunday’s announcement from President Biden, Shane outlines what comes next for the Democratic Party and the 2024 election cycle, including what the ticket could look like in the weeks ahead, and the role President Biden will play on the campaign trail. We also examine how the GOP has been responding to the events of the past week, and recap Monday’s Congressional testimony involving former US Secret Service Director Kimberly Cheatle. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy
How should I be positioned? with Jason Thomas (Carlyle) and Jason Draho (UBS CIO)
35:18Jason Thomas rejoins Jason Draho for a discussion around the US macroeconomic environment, including an outlook for growth, inflation and Fed rate cuts. We also spend time outlining portfolio positioning preferences. Featured are Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and Jason Thomas, Head of Global Research & Investment Strategy at The Carlyle Group. Host: Daniel Cassidy