Episodios

  • Washington Weekly Podcast: First 100 days, Reconciliation bill, Russia-Ukraine

    Washington Weekly Podcast: First 100 days, Reconciliation bill, Russia-Ukraine
    May 2 2025
    Shane reflects on the first 100 days of the Trump administration, along with updates on where efforts and negotiations stand on Capitol Hill surrounding a substantial reconciliation bill. Plus, a look at current US-Ukraine relations and where efforts stand with Russia peace talks. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy
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    12 m
  • Top of the Morning: April Jobs Report, Q1 GDP, & the week ahead

    Top of the Morning: April Jobs Report, Q1 GDP, & the week ahead
    May 2 2025
    We close out a busy macro week with thoughts from Brian on the latest US employment and GDP data. Plus, a look at what to expect in the week ahead. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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    12 m
  • UBS On-Air: Paul Donovan Daily Audio '“Temu tax” time'

    UBS On-Air: Paul Donovan Daily Audio '“Temu tax” time'
    May 2 2025
    The US “Temu tax” takes effect at midnight, whereby US consumers pay their government for the privilege of buying low cost products directly from China. The tax is unlikely to show up in consumer price data (it is doubtful that Temu prices are used in the calculation), but it is a visible price increase to many US consumers—a reminder that they, not exporters, pay trade tariffs.
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    3 m
  • Top of the Morning: Emerging Markets - Digesting regime change

    Top of the Morning: Emerging Markets - Digesting regime change
    May 1 2025
    Having just attended the IMF-World Bank meetings in Washington DC, Alejo rejoins the conversation for some boots-on-the ground takeaways around the impacts of US trade policy to global economies. Plus, a review of focus points when it comes to broader emerging markets, China, and Latin America. Featured is Alejo Czerwonko, CIO for Emerging Markets Americas, UBS Chief Investment Officer. Host: Daniel Cassidy
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    13 m
  • UBS On-Air: Paul Donovan Daily Audio 'President Trump’s economy'

    UBS On-Air: Paul Donovan Daily Audio 'President Trump’s economy'
    May 1 2025
    The only certainty economists have about yesterday’s first-quarter GDP data is that it is wrong. Declining survey response rates and economies that structurally change more rapidly than statisticians can measure have conspired to make GDP everywhere subject to more frequent and larger revisions. Nonetheless, broad trends show an economy being rapidly shaped by US President Trump’s policy.
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    3 m
  • Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 33)

    Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 33)
    Apr 30 2025
    As the Trump administration marks 100 days in office, Burkhard reflects on how global markets have performed during this span. Plus, we dive into the US-China tariff conflict and discuss how this trading relationship may evolve from here, along with what investors should be mindful of when it comes to China’s economic model.
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    12 m
  • UBS On-Air: Paul Donovan Daily Audio 'Did Amazon increase inflation risks?'

    UBS On-Air: Paul Donovan Daily Audio 'Did Amazon increase inflation risks?'
    Apr 30 2025
    Online retailer Amazon denied reports it would publish the tariff impact on the price of each item sold on its US website. The general lack of tariff transparency risks higher US inflation by enabling retailers to indulge in profit-led inflation—blaming tariffs for price increases that actually raise profit margin. Lack of transparency also risks consumers blaming tariffs for every price increase, reducing confidence and threatening growth.
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    3 m
  • Top of the Morning: Annuity income as part of your retirement strategy

    Top of the Morning: Annuity income as part of your retirement strategy
    Apr 29 2025
    Justin and Ainsely outline the considerations for adding annuity income as part of one’s retirement strategy, along with explain the current appeal of annuities, and steps investors can take in order to make a plan. Featured is Justin Waring, Senior Total Wealth Strategist, & Ainsley Carbone, Retirement Strategist, UBS Chief Investment Office. Host: Daniel Cassidy
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    12 m
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