China’s central bank cut the reserve requirement ratio yesterday in an attempt to offer domestic economy support. The move was not fully anticipated by markets (who appear to underestimate the importance of political signals around Chinese central bank policy).
Apr 2025
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 32)
How much longer will uncertainty last, and where might it all settle? Burkhard weighs in as investors continue to navigate everything from policy pivots to Fed independence to inflation, and much more. Plus, thoughts on how investors should react to a market recovery (or a deeper ... Show More
11m 53s
Nov 2023
Macro Monthly Podcast with UBS Asset Management
Hear from top investment professionals from the UBS Asset Management’s Multi-Asset Team, this month featuring Evan Brown, Portfolio Manager and Head of Multi-Asset Strategy, and Enrique Davila, Multi-Asset Investment Specialist.
19m 14s
Dec 2024
Two rate cuts – different sizes
<p>Europe was the main focus yesterday with rate cuts from both the European Central Bank and the Swiss National Bank. The ECB mulled a 50 basis point cut but delivered 25 bps. The SNB, however, led by its new chief Martin Schlegel, surprised markets, announcing a half a percenta ... Show More
13m 44s
Sep 2025
The Fed is back to lowering rates
The US central bank delivered a widely expected rate cut, sparking mixed market reactions amid cautious optimism. Tech stocks wobbled, especially Nvidia, after China’s internet regulator had told the country’s tech companies to stop buying Nvidia’s AI chips and terminate its exis ... Show More
12m 11s
Sep 2024
China Optimism Fuels Stocks, Iranian President's Warning & Starmer Embraces Unpopularity
Your morning briefing, the business news you need in just 15 minutes.
On today's podcast:
(1) China’s central bank lowered the interest rate charged on its one-year policy loans by the most on record, kicking off a sweeping program to revive confidence in the world’s second-large ... Show More
15m 42s
Jun 2023
Stocks slip, dollar steadies as rate hikes, a rate cut and Powell awaited
Send us Fan MailEquities start week on the backfoot amid uncertainties; can Powell changethe mood? China steps up effort to boost economy but Asian stocksunimpressed. Pound shines ahead of BoE decision, SNB coming up too,dollar crawls off lows.Risk Warning: Our services involve a ... Show More
4m 31s