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May 2023
15m 28s

Washington Weekly Podcast: Latest on Deb...

CLIENT STRATEGY OFFICE
About this episode
Our conversation breaks downs where we stand today on negotiations surrounding the US debt-ceiling, including what’s at stake, what’s being debated and the implications of an extension. We also provide an update on the US southern boarder in the wake of Title 42 coming to an end. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public ... Show More
Up next
Today
UBS On-Air: Paul Donovan Daily Audio 'Masterful inactivity'
The Federal Reserve meeting minutes were a masterclass in the art of sitting on a fence. US President Trump’s trade tax inflation might be a one-off, or it might persist. The labor market may be weak enough to justify rate cuts, or not. Uncertainty over trade tax levels is a prob ... Show More
2m 58s
Yesterday
Navigating macroeconomic & geopolitical risks with Jordan Brooks, AQR Capital Management
Jordan Brooks serves as Principal and Co-Head of the Macro Strategies Group at AQR Capital Management. With no shortage of macroeconomic and geopolitical risks out there for investors to consider, Jordan explains what is top of mind for his team at AQR, and shares guidance when i ... Show More
15m 4s
Jul 8
Top of the Morning: Emerging Markets - Investing in Brazil
A look at the investment case for Brazil, and why the environment of today differs from that of the past. We also discuss the implications of a weaker US dollar, global trade tensions, and the direction monetary policy to Brazilian assets. Plus, an overview of risk considerations ... Show More
9m 53s
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