Jason drops by the 1285 studio to share his assessment of recent economic data, including on inflation and retail sales. We also take inventory of recent policy developments out of Washington DC, spanning DOGE to tariffs, to Congressional budget negotiations. Plus, thoughts on overall market activity, and a look at positioning recommendations. Featured is ... 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 26
Business Rundown: The President's Latest Tariff Plan
The Federal Reserve's preferred inflation gauge, the Personal Consumption Expenditures index, showed on Friday that prices increased in August, rising 0.3%, and the annual rate moved up to 2.7%. This data from the Commerce Department comes as the Federal Reserve tries to navigate ... Show More
17m 5s
Apr 2025
SOTS 2nd Hour: DC Tariffs Latest, Alphabet Results Breakdown, and A Fresh Read On The Consumer 4/25/25
<p>New comments from President Trump on potential tariff deals top of the hour – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest from DC as a slew of companies warn of growing impacts and pull guidance. Alphabet’s better-than-feared results helping fuel gains ... Show More
43m 30s
Jan 2025
Fed Holds Rates Steady, Pausing for Further Inflation Progress
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey and Nate Thooft, CIO at Manulife Investment Management, discuss Federal Reserve officials holding interest rates steady, pausing to assess the ... Show More
9m 29s
Sep 26
Markets rattle as data surprises and tariffs return
Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ... Show More
13m 31s
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
May 2024
A New Price Target for the S&P 500 5/15/24
<p>Scott Wapner and the Investment Committee discuss record setting stocks as the S&P and NASDAQ reach new high. Plus, BMO’s Brian Belski joins us with a new price target for the S&P 500, the highest on the street. And later, The Committee share their latest portfolio moves. </p> ... Show More
44m 28s