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Oct 2023
19m 22s

Top of the Morning: ElectionWatch - Deci...

CLIENT STRATEGY OFFICE
About this episode
With yet another Presidential election cycle underway, the UBS Chief Investment Office has launched the ElectionWatch publication series to keep you informed on the progression of ‘Decision 2024’. We spend time outlining key policy priorities, provide tips for investors on how to navigate the cycle, and more. Plus, a timely look into this week’s historic d ... Show More
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Yesterday
Top of the Morning: CIO Strategy Snapshot - Jackson Hole takeaways
Jason reflects on last week’s Jackson Hole Symposium, and speech delivered by Fed Chair Powell - we discuss what the speech suggests about the road ahead for monetary policy, and the market response. Plus, thoughts on overall market pricing as of late, and what investors have bee ... Show More
16m 31s
Yesterday
UBS On-Air: Paul Donovan Daily Audio 'Scapegoating the Federal Reserve'
US President Trump issued a letter purporting to fire Federal Reserve Governor Cook—an unprecedented action. After recent comments, investors will inevitably view this as an assault on Fed independence. There are obstacles—Trump already appointed a majority of Fed governors, with ... Show More
3 m
Aug 25
UBS On-Air: Paul Donovan Daily Audio 'A standard Powell speech'
Federal Reserve Chair Powell’s speech at Jackson Hole last week was classic Powell. That is not a terribly good thing. Powell signaled an increased probability of a September rate cut to counter the damage of trade taxes on the US economy. Markets liked that. But this was essenti ... Show More
2m 26s
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