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Jan 2025
2m 25s

UBS On-Air: Paul Donovan Daily Audio 'Ra...

CLIENT STRATEGY OFFICE
About this episode
The Federal Reserve decides on rates—the market consensus is for unchanged rates today. US President Trump advocates for rate cuts, but that view point may be biased by their experiences as a borrower. The rate outlook is complicated. Underlying inflation pressures are modest, and keeping real interest rates stable may require rate cuts. 
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Today
Top of the Morning: US Financials - Sector update & outlook
We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst ... Show More
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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
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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. 
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