In conversation: Consolidated Reporting:...

In this episode, Mark Tepsich, Family Office Design and Governance Strategist for UBS Americas, is joined by Josh Gentine. Josh is the founder of Bench Consulting, a family enterprise governance consulting firm. The discussion is in regard to Family Participation Plans, which is ... Show More

Join Evan Brown, Head of Multi-Asset Strategy and Portfolio Manager for UBS Asset Management, for an assessment of the current macro and geopolitical environment. Recorded on 25.07.01 

Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space. 

The US June trade balance is due—measuring both goods and services. For some bilateral relationships (e.g. trade with the EU), the US goods deficit is almost entirely offset by a services surplus. Goods export patterns have been distorted by the anticipation of trade taxes, and t ... Show More

The US postal service has stopped receiving parcels from mainland China and Hong Kong after US President Trump taxed buyers of goods from mainland China worth less than USD 800. Meanwhile, restaurants are surcharging egg-eaters. These are trivial issues, but they affect economic ... Show More

US President Trump (temporarily) retreated from ending de minimis tariff exemptions. De minimis rules mean US consumers do not pay trade taxes on imports worth less than USD 800. This, alongside retreats from taxing Colombian, Mexican, and Canadian goods, emphasizes trade tax vis ... Show More

Government by social media—US President-elect Trump pledged to hit US consumers with aggressive consumption tax hikes immediately on taking office. A 25% tax for consumers of Mexican and Canadian goods and an additional 10% tax on consumers of goods from China is proposed. 

The Treasurer Jim Chalmers warns while the direct impact of US tariffs on the Australian economy are "manageable", the impacts of a wider global trade war are "far more concerning." 

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. Howe ... Show More

US June consumer price inflation is the first number that might show trade tax effects. Only half the expected trade tax rise has hit the economy so far. Inventory stockpiling means pre-tax items are still available. How readily US firms can pass on price increases matters. Post- ... Show More

As US president-elect Donald Trump prepares to re-enter the White House, global trade has become a contentious issue. Mr Trump has threatened to impose tariffs – that is taxes at the border – on all goods imported from a host of nations, including neighbours Canada and Mexico as ... Show More

The tit-for-tat tariff escalations between the US and China are on pause, at least temporarily. But if the world’s two biggest economies don’t make progress by July, they could return with a vengeance. How can the two parties make progress? And what does China actually want from ... Show More