In the wake of the US election outcome, Jason breaks down what a second Trump term means for the markets, the US economy, and monetary policy. Plus, thoughts on the recent market momentum, and whether it can last, along with a look at CIO’s investment outlook and positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS C ... Show More
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
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
Nov 2024
The Trump effect: stocks, crypto, and rates surge
<p>Join us on MovingMarkets as we break down the market implications of a potential second term for Donald Trump. With his pro-growth policies, including corporate tax cuts, deregulation, and new tariffs, investors are betting on a boost to US stocks, the US dollar, and crypto as ... Show More
12m 23s
Sep 4
Eric Trump's American Bitcoin Lists on NASDAQ: 'The Best Is Yet to Come' | Markets Outlook
The latest price moves and insights with Eric Trump and Asher Genoot. To get the show every week, follow the podcast here. American Bitcoin just made its NASDAQ debut, trading under the ticker ABTC. In this exclusive interview with CoinDesk's Jennifer Sanasie, American Bitcoin ... Show More
16m 41s
Mar 2025
Stocks Wrap Up Volatile Week… And Dissecting The Tech Wreck 3/7/25
<p>Stocks bouncing back Friday after a very volatile week. The S&P posting its worst week since September as a weak jobs report, Fed comments, and more tariff headlines rock markets. So will the volatility continue? And A take on Tech, as Meta erases nearly all of its record rall ... Show More
43m 45s
Oct 16
Markets rebound on luxury rally and earnings boost
Global equities rebounded midweek, driven by a sharp rally in European luxury stocks and strong earnings from major US banks. US-China trade tensions remain in focus, with Treasury Secretary Bessent reaffirming a firm stance. The AI theme continues to dominate headlines, supporte ... Show More
14m 33s
Mar 2025
A Trump Slump? How to Navigate Choppy Markets
It has been a wild few weeks in markets.
By last week, the S&P 500 had wiped out all its gains since Election Day – $3.4 trillion in value. When Trump was asked about the possibility of a recession over the weekend, he said the US was in a “period of transition.”
Then on Monday, ... Show More
16m 40s