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Jul 8
2m 51s

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

CLIENT STRATEGY OFFICE
About this episode
US President Trump announced the start of a new wave of taxes on US consumers, with a 25% tax on US citizens who want to buy products from South Korea and Japan. Other countries’ exports also received higher tax rates, but it seems a wasted effort to analyze every Trump social media post when investors understandably anticipate future retreats. Japan and Sou ... Show More
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Today
UBS On-Air: Paul Donovan Daily Audio 'Scapegoating the Federal Reserve'
US President Trump issued a letter purporting to fire Federal Reserve Governor Cook—an unprecedented action. After recent comments, investors will inevitably view this as an assault on Fed independence. There are obstacles—Trump already appointed a majority of Fed governors, with ... Show More
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Yesterday
UBS On-Air: Paul Donovan Daily Audio 'A standard Powell speech'
Federal Reserve Chair Powell’s speech at Jackson Hole last week was classic Powell. That is not a terribly good thing. Powell signaled an increased probability of a September rate cut to counter the damage of trade taxes on the US economy. Markets liked that. But this was essenti ... Show More
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Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This ... Show More
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