logo
episode-header-image
Feb 2025
2m 37s

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

CLIENT STRATEGY OFFICE
About this episode
US President Trump threatened more taxes on US consumers, focused on autos, pharmaceuticals, and semiconductors. Trump rapidly retreated from trade taxes that would be very visible to US consumers—Gen Z would notice tariff-induced inflation for avocado on toast. Less visible taxes (like aluminum) have endured. The new proposals are partially visible—taxing n ... Show More
Up next
Yesterday
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 40)
On this week’s episode of Viewpoints, Burkhard weighs whether investors are entering the summer season with a sense of complacency as markets hover near all-time highs despite persisting uncertainty. We also touch on the prospects for Fed rate cuts in the coming months and the im ... Show More
9m 56s
Yesterday
Top of the Morning: The week in review and preview
Matt Tormey, Equity Strategist Americas from the UBS Chief Investment Office, joins Shiavon Chatman to recap the trading week - including an update on the latest developments surrounding US trade policy, and thoughts on current US equity valuations. Plus, a preview of the upcomin ... Show More
10m 49s
Yesterday
UBS On-Air: Paul Donovan Daily Audio 'The retreat paradox'
The latest US tax increases were a 35% tax on products from Canada—in spite of Canadian concessions over digital taxes. It is not clear if the tax applies to all Canadian products, or just products not covered by the revised NAFTA (currently taxed at 25%), or to oil (currently 10 ... Show More
2m 32s
Recommended Episodes
Aug 2024
Kamala Harris Outlines an Economic Vision for Her Presidency
P.M. Edition for Aug. 16. The Democratic nominee pushed for more construction and tax incentives—and criticized Trump’s tariff proposals in a speech in North Carolina. White House reporter Tarini Parti discusses Harris’s policy plans. And Heard on the Street columnist Telis Demos ... Show More
12m 4s
May 23
The economic impact of Trump’s budget bill
Republicans in the US House of Representatives narrowly passed President Donald Trump’s major budget bill on Thursday, and BYD has sold more electric vehicles in Europe than Tesla for the first time. Plus, Nvidia builds a buffer to the global trade war, and the US is starting to ... Show More
12m 5s
Mar 2025
How will Trump’s car tariffs affect the UK? Ed Conway explains
President Trump has announced a 25% tax on all car imports and car parts to the US - they're due to come on 2 April along with tariffs on many other goods in what Trump is calling "Liberation Day".     Rachel Reeves says the UK won't impose retaliatory tariffs yet, in hopes of a ... Show More
16m 46s
Mar 2025
Trump Shrugs Off Potential of Rising Auto Prices
President Trump says he couldn't care less if auto prices rise because of tariffs, arguing the short-term pain will be worth the long-term gain. Also: Elon Musk is visiting the CIA today at the invitation of Director John Ratcliffe. Learn more about your ad choices. Visit podcast ... Show More
1h 24m
Mar 2025
Trump 2.0: The Uncertainty Economy
The Federal Reserve has been focused on cooling inflation and achieving a so-called soft landing. President Trump’s trade policies have sent markets reeling and fears of a recession are on the rise. WSJ’s Nick Timiraos joins Ryan Knutson and Molly Ball to discuss Trump’s economic ... Show More
25m 25s
Apr 1
White House Says Trump Tariffs Tomorrow Will Take Effect ‘Immediately’
P.M. Edition for April 1. Trump met with advisers to iron out the final details of his reciprocal tariff plans, as Canada and the EU prepare their responses. Plus, anticipation of tariffs boosts U.S. car sales for March. But, as deputy bureau chief for autos Mike Colias tells us, ... Show More
13m 14s
Jul 2
Diddy, tax bill and UK gilts
*Updated. Sean "Diddy" Combs is found guilty on prostitution charges, but cleared of sex trafficking and racketeering counts that could have put him behind bars for life. The tax bill on its way to a U.S. House vote and UK bonds move on tears in parliament. Find our recommended r ... Show More
12m 48s
Feb 2025
UPDATE: EU Will Impose 'Countermeasures' Against Trump Tariffs
Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) The European Union says it will respond to any tariffs the US might impose on it. The warning comes after President Trump pushed forward with his pledge to place a 25% tariff on all US s ... Show More
20m 27s
Nov 2024
California’s Gavin Newsom Wants to Lead the Trump Resistance
P.M. Edition for Nov. 13. WSJ reporter Zusha Elinson on how the Democratic California Gov. Gavin Newsom is positioning himself to face off against the incoming administration of President-elect Donald Trump. And European autos reporter Stephen Wilmot takes us inside the Volkswage ... Show More
13m 17s
Apr 7
Wall Street Speaks Out Against Tariffs
Last week, U.S. stocks lost $6.6 trillion in value during a two-day washout after President Trump announced large tariffs on countries around the world. As markets continue to swing, Wall Street leaders are speaking out, including billionaire investor Bill Ackman and JPMorgan Cha ... Show More
19m 15s