logo
episode-header-image
Feb 2024
13m 19s

Washington Weekly Podcast: Government Sh...

CLIENT STRATEGY OFFICE
About this episode
As officials in Washington DC meet to negotiate an aid package for Ukraine and avert a partial shutdown of the US government, Shane discusses what’s at stake and how negotiations might progress from here. We also recap the South Carolina primary and preview upcoming milestones on the campaign trail, along with recap last week’s Governor’s Summitt at the Whi ... Show More
Up next
Jul 24
Washington Weekly Podcast: Trade deals, Congressional redistricting, Early recess
Shane drops by to share the latest developments on trade, spanning Japan to the European Union. We also touch on efforts by both sides of the isle to redraw Congressional districts in states such as Texas, California, and New York. Plus, a look at why the August recess for Congre ... Show More
14 m
Jul 16
Washington Weekly Podcast: Crypto week, Tariffs, Russia-Ukraine
Shane drops by to highlight the legislative focuses of Congress post One Big Beautiful Bill, including a look into “Crypto Week” which is currently taking place up on Capitol Hill. We also touch on the latest with respect to US trade policy and negotiations with the EU and Mexico ... Show More
12m 57s
Jun 26
Washington Weekly Podcast: Middle East, NATO, Reconciliation package, Genuis Bill
Shane drops by with the latest developments out of the Middle East, as we continue to monitor the US, Israel, Iran ceasefire, and assess last weekend’s US strikes on Iran’s nuclear sites. Plus, takeaways from this week’s NATO summit in the Netherlands, and a status update on the ... Show More
13m 57s
Recommended Episodes
Aug 15
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 ... Show More
3m 34s
Jul 15
UBS On-Air: Paul Donovan Daily Audio 'And so it begins? '
US June consumer price inflation is the first number that might show trade tax effects. Only half the expected trade tax rise has hit the economy so far. Inventory stockpiling means pre-tax items are still available. How readily US firms can pass on price increases matters. Post- ... Show More
3m 19s
Feb 2025
UBS On-Air: Paul Donovan Daily Audio 'The damage of data dependency'
Yesterday’s US consumer price data provoked some unease in bond markets. This is mainly the fault of Federal Reserve Chair Powell—not because Powell’s policies drove inflation higher, but because Powell’s “data dependency” mantra means markets overreact to any data point. Egg pri ... Show More
2m 30s
Aug 12
UBS On-Air: Paul Donovan Daily Audio 'Can US inflation be hedged? '
US July consumer price inflation is due. The details will show more of the April trade taxes seeping into consumer prices—although a 10% tariff equates to around a 4% consumer price increase, and service prices should be largely unaffected. This data is less reliable than that re ... Show More
3m 1s
Jul 2024
Wholesale inflation rose in June, even as consumer prices fell
The producer price index increased 0.2%; economists worried Trump will worsen inflation, WSJ survey finds; PepsiCo, Conagra signal limits to price increases; IMF predicts Fed rate cuts by end of year. 
1m 5s
Feb 2025
UBS On-Air: Paul Donovan Daily Audio 'The wider politics of price rises'
US January consumer price inflation will be largely unaffected by US President Trump’s trade taxes (though prices are occasionally raised in anticipation of tariffs). Unless tax increases are very aggressive, nothing Trump does will have a bearing on first quarter inflation. Howe ... Show More
2m 13s
Feb 2025
UBS On-Air: Paul Donovan Daily Audio 'What tariff retreats teach us'
US President Trump (temporarily) retreated from ending de minimis tariff exemptions. De minimis rules mean US consumers do not pay trade taxes on imports worth less than USD 800. This, alongside retreats from taxing Colombian, Mexican, and Canadian goods, emphasizes trade tax vis ... Show More
2m 47s
Aug 2024
Inflation Is Easing, So Why Doesn’t It Always Feel That Way? Your Questions Answered
Inflation may be coming down, but when will prices –from items in our grocery carts to insurance premiums– stop climbing so fast? And when will wages catch up to make the cost increases of recent years stop hurting so much? WSJ economics reporter Harriet Torry and WSJ chief econo ... Show More
14m 50s
Aug 5
UBS On-Air: Paul Donovan Daily Audio 'The bigger picture on trade'
The US June trade balance is due—measuring both goods and services. For some bilateral relationships (e.g. trade with the EU), the US goods deficit is almost entirely offset by a services surplus. Goods export patterns have been distorted by the anticipation of trade taxes, and t ... Show More
2m 53s
Feb 2025
UBS On-Air: Paul Donovan Daily Audio 'Time to plead for exceptions?'
US President Trump stated there will be no exceptions to aggressively taxing US buyers of foreign metals (due to start on 4 March, giving time for US companies to plead for exceptions). If there is no retreat, this will reduce US steel consumers’ competitiveness via higher import ... Show More
2m 21s