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. However, the composition of consumer prices is politically important.
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
Apr 2025
Trump's Tariff Triumph-Polls Show Rising Approval on Trade
Trump's Approval Ratings: Despite the media's negative portrayal, Trump's job approval ratings rose during the tariff week, with significant increases among young voters, independents, Democrats, and black voters. Tariff Impact: The document argues that tariffs are working, with ... Show More
28m 28s
Apr 2025
Swamp Notes: Trump’s ‘you break it, you buy it’ moment
Just a few weeks ago, US President Donald Trump was ready to levy tariffs on basically every nation. Today, many of those tariffs have been paused or tempered. Additionally, this week he promised he will not be firing Federal Reserve chair Jay Powell, despite his earlier criticis ... Show More
18m 50s