Top of the Morning: CIO Strategy Snapshot - US Labor Market| Listen on Anghami

Today

UBS On-Air: Paul Donovan Daily Audio 'Policy discussion in a data vacuum'

French politicians have been doing politics. This week’s prime minister, Lecornu, has suggested that a majority of national assembly members favor seeking a compromise budget. The suggestion is less fiscal tightening than was originally proposed. French assets are likely to conti ... Show More

2m 44s

Yesterday

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 47)

On this week’s episode of Viewpoints, Burkhard acknowledges the third birthday of the current bull market and explains whether the bull has further room to run - assessing where are now and where we may be heading from here.

11m 6s

Yesterday

UBS On-Air: Paul Donovan Daily Audio 'How bouncy is the bounce back?'

Economists traditionally do not worry too much about the growth impact of US government shutdowns, as the short-term loss of economic output tends to be paid back with an economic bounce when government reopens. It is still a net negative—contractors are not compensated for lost ... Show More

2m 41s

Sep 29

Business Rundown: Is the Job Market Really as Bleak as the Fed Thinks?

When announcing interest rate cuts earlier this month, Federal Reserve Chair Jerome Powell expressed concerns about the labor market, following major downward revisions to job growth data. But is the US Employment picture as bleak as the Fed sees it? Markets get a clearer view on ... Show More

20m 25s

Sep 15

Rate decisions ahead – a make-or-break week for markets?

Markets are off to a strong start this week, which will be a critical one with a 'triple-header' of major central bank decisions. The US Federal Reserve, the Bank of England, and the Bank of Japan are all scheduled to announce their latest monetary policy moves. Recent economic d ... Show More

11m 5s

Aug 6

Job Market Waves Yellow Flag of Caution | LPL Econ Market Minute

Dr. Jeffrey Roach, Chief Economist for LPL Financial, discusses the nuanced shift in the labor market and what to expect as the Fed prepares for the next meeting.Tracking: #780089

3m 33s

Oct 2024

Talking Heads – What's in the mix for yields of US Treasuries?

Cedric Scholtes, Head of Sovereign Bonds, Inflation & Rates talks with Daniel Morris, Chief Market Strategist, about the factors that have led to the recent rise in yields of US Treasuries and what may happen next. At a time of multiple possible paths for US policy rates they di ... Show More

12m 47s

Sep 2024

US jobs data to take centre stage

After US Treasuries and the S&P 500 index advanced for a fourth consecutive month in August, investors brace for September, a typically challenging month for markets, ahead of crucial US jobs data due on Friday. A significant shift to the far right in German state elections yeste ... Show More

11m 1s

Jul 18

Talking Heads – A look at the latest ETF flows

How have investor anxieties over the impact of US tariffs on economic growth, US debt sustainability and generally volatile markets affected recent flows in exchange-traded funds? Chief Market Strategist Daniel Morris talks to Daniel Dornel, Head of ETF Research, about the latest ... Show More

7m 19s

Sep 17

It’s Fed day!

Yesterday brought a mixed set of signals across global markets. We saw unexpected optimism from Germany, developments on the US–China trade front, stronger-than-expected US retail sales figures, and mounting anticipation ahead of the Federal Reserve’s interest rate decision. Equi ... Show More

13m 39s

Jan 2025

Market declines, tech earnings season kicks off, investors focus on the Fed's upcoming rate decision.

Deepseek rattles the market to start off the week. Today on Morning Brief, anchors Brad Smith and Seana Smith tackle the biggest market stories and speak to top Wall Street experts ahead of the opening bell. Our hosts analyze some of the top trending tickers: Nvidia (NVDA), AT&T ... Show More

52m 45s

Sep 16

Closing Bell Overtime: Fed Meeting Eve: Retail Bonds Brace for Policy Decision 9/16/25

Schwab Asset Management CEO Omar Aguilar and Carson Group Chief Market Strategist Ryan Detrick analyze markets ahead of the crucial Fed meeting. Cowen Senior Retail Analyst Oliver Chen breaks down retail sales data. Wellington Management Fixed Income Portfolio Manager Brij Khuran ... Show More

43m 30s

May 2025

Stagflation and the Fed's next move

As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and the former president of the Dallas Fed, shares his perspective on how monetary policymakers will navigate slower growth and sticki ... Show More

13m 42s

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