UBS On-Air: Market Moves

• Fixed Income Conversation Corner with Scott DiMaggio (AllianceBernstein) and Leslie Falconio (UBS CIO)

  Our conversation outlines the current landscape for fixed income investors, and where to locate opportunity within the asset class. We also touch on an outlook for monetary policy, rates and the macro environment. Featured are Scott DiMaggio, Head of Fixed Income with AllianceBernstein, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

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  21:42

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  21:42
• UBS On-Air: Paul Donovan Daily Audio 'Up and down the supply chain'

  While official US July producer price inflation numbers were higher than expected, the signs of the progression of trade taxes were as expected. Supply chains have become longer and more complex—trade taxes progress down supply chains over months, not days. Rising producer prices without rising consumer prices does not automatically mean profits are being squeezed—it means goods in stores represent pre-tariff production, but goods at factory gates are increasingly using tariffed inputs.

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  3:34

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  3:34
• Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 43)

  On this week’s episode of Viewpoints, Burkhard shares thoughts on how key forces such as the labor market, inflation, and political pressure are shaping the Fed’s decision making on monetary policy, along with how this year’s dollar-decline compares to previous declines. Plus, guidance when it comes to navigating turbulent markets.

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  10:23

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  10:23
• UBS On-Air: Paul Donovan Daily Audio 'Stories versus reality'

  UK second-quarter GDP was stronger than expected. The numbers will of course be subject to revision (and lots of revision), but for the time being this rather confounds the insistent negative narrative. Growth seems to have been focused toward the end of the quarter.

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  2:29

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  2:29
• Top of the Morning: POTUS 47 - Another brick in the tariff wall

  Kurt rejoins in-studio for the latest POTUS 47 update where we discuss the developments surrounding US trade policy, concerns over Fed autonomy, and geopolitical points of interest - how these factors have been impacting the markets and shaping the investment outlook. Featured is Kurt Reiman, Head of Fixed Income Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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  18:15

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  18:15

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