UBS On-Air: Market Moves Client Strategy Office
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- Business
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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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Top of the Morning: CIO Strategy Snapshot - Summer sequel?
As we turn the page on a volatile month of April and look ahead to the summer, we consider whether the April FOMC meeting and Employment Report outcomes have hinted at the return of a ‘goldilocks’ environment? Jason explains, along with outlines positioning considerations for the current environment. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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UBS On-Air: Paul Donovan Daily Audio 'Exuberance and the Fed'
A single, dubious quality US data report last Friday was enough to send bond and equity markets into paroxysms of delight. One month’s employment report should not trigger market moves of this degree. It is easy to put all the blame for this on the exuberance of traders, but Federal Reserve Chair Powell’s mantra of “data dependency” means investors will naturally elevate imprecise short-term data releases into the arbiters of US monetary policy.
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Top of the Morning: April Jobs Report, Fed takeaways & week ahead
We recap the week that was, including today’s release of the April employment report, Wednesday’s Fed statement and press conference, along with preview what you can expect in the week ahead. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Shiavon Chatman
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Washington Weekly Podcast: US Southern border, Middle East tour, House Speaker Johnson
Our conversation covers recent developments and potential executive action surrounding the US-Mexico border, Secretary of State Blinken’s Middle East regional tour, and a motion to vacate House Speaker Mike Johnson. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
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UBS On-Air: Paul Donovan Daily Audio 'Employment and trend growth'
US employment report Friday looms. Around 119,000 companies will be asked about their employees. Around 67,000 companies will not bother to reply. Markets will obsess about the data anyway. The expectation is for slower job creation (as measured by payrolls), with a stable monthly change in average earnings (which are not the same thing as wages).
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Top of the Morning: Positioning within Emerging Market debt
Our series of emerging markets conversations continues as we expand on CIO’s view on emerging market debt, along with risks and positioning considerations to be mindful of. Featured is Donald McLauchlan, Emerging Markets Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Customer Reviews
Very good and entertaining
I enjoy Paul Donovan’s approach and delivery to financial news and I hope that this show will continue as-is for years to come. Well done!
Excellent
Paul Donovan is excellent!
Shocking
The level of ignorance displayed by Paul Donovan on his assessment of the protests in Ireland is shocking and disappointing. It makes me question much of his forecasts as they are undoubtedly derived from the same echo chamber as his ignorant statement regarding the Irish protests.