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Jan 2025
2m 31s

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

CLIENT STRATEGY OFFICE
About this episode
The Federal Reserve did nothing on rates, which seemingly displeased US President Trump. Uncertainty about the inflationary impact Trump’s policies might reduce the chance of a March rate cut, but characterizing policy as restrictive does suggest future rate cuts are plausible. Overt criticism of the Fed by Trump risks tilting the Fed toward hawkishness in a ... Show More
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Aug 22
Talking Markets Podcast with Dan Peris of Federated Hermes
Dan Peris is a Senior Portfolio Manager, and Head of the Income and Value Group at Federated Hermes and has authored several books that are focused on equity investing. Dan joins the 1285 studio in New York to share his thoughts on the current landscape for dividend equity invest ... Show More
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Aug 22
UBS On-Air: Paul Donovan Daily Audio 'A reluctant defense of Powell'
In my view, central bank policy would have been better served had US President Trump extended former Fed Chair Yellen's term instead of appointing Powell. Powell has lacked confidence, and failed to articulate a medium-term vision for the economy at a time of uncertainty caused b ... Show More
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Aug 21
UBS On-Air: Paul Donovan Daily Audio 'In what can we trust?'
The Federal Reserve meeting minutes offered no surprise—a majority of members thought inflation a bigger threat than unemployment, which was obvious given the vote. US President Trump called for a Democrat-appointed Fed governor to resign. In the broader context, investors may wo ... Show More
2m 28s
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