logo
episode-header-image
Jul 30
2m 53s

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

CLIENT STRATEGY OFFICE
About this episode
The Federal Reserve meets to decide interest rates—over a hundred economists expect no change. The question is whether one can credibly disagree, without appearing as a political puppet. A case can be made for rate cuts (if one views US President Trump’s trade taxes as a heavier burden on US consumers). However, even if a Fed member sincerely believes that s ... Show More
Up next
Today
UBS On-Air: Paul Donovan Daily Audio 'All that’s gold does not glitter'
The Financial Times reports that the US has declared imports of one kilogram and 100 ounce bars of gold are subject to trade taxes. If true, US citizens who tried to hedge the inflation impact of US President Trump’s trade taxes by buying gold bars must pay those same taxes on th ... Show More
2m 47s
Yesterday
Top of the Morning: Preferred yields not wilting in the market heat
A look at the performance landscape and outlook for preferred securities through 2H25, including a review of sector risks and opportunities. Featured is Frank Sileo, Senior Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy 
12m 31s
Yesterday
UBS On-Air: Paul Donovan Daily Audio 'Trading around the US'
US manufacturers live in confusing times. Alongside the widespread increases in taxes on imports that took effect this morning, US President Trump suggested a 100% tax on imports of microchips. However, in a maneuver that was less a retreat and more a pirouette, these taxes will ... Show More
3m 1s
Recommended Episodes
Feb 2025
Trump's tariffs could cause huge global crisis, warns economist Michael Hudson
Donald Trump’s tariffs could destabilize the global economy, warns economist Michael Hudson. US protectionist policies could cause financial crises, as many currencies depreciate and countries can't earn the dollars needed to pay their foreign debts. Ben Norton hosts the intervie ... Show More
49m 58s
Aug 1
Here's Why Tariffs May Deliver for Trump
US President Donald Trump’s tariff strategy is reshaping trade, diplomacy, and the American economy. The levies have sparked turmoil in financial markets, but are already bringing in billions of dollars in revenue for the US Treasury. So far, the global economy has held up better ... Show More
10m 42s
Mar 2025
Why a Worrisome Economy Doesn’t Seem to Worry Trump
As President Trump has rolled out his economic agenda, the assumption has been that he would quickly scale back his most aggressive policies once they began to scare consumers and the financial markets. But that assumption turned out to be wrong.Ben Casselman, who covers economic ... Show More
30m 15s
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 2025
How Trump’s Pressure on the Fed Could Undermine Confidence in Its Next Chair
P.M. Edition for April 25. WSJ chief economics correspondent Nick Timiraos considers the economic consequences of how the central bank’s relationship to the White House is perceived. And economics correspondent Harriet Torry looks at the latest drop in U.S. consumer confidence. P ... Show More
12m 54s
Jun 18
FOMC Preview with Frank Sorrentino
With Federal Reserve officials signaling an extended hold on interest rates, investors and economists will look to Chair Jerome Powell this week for clues on what might eventually prompt the central bank to make a move, and when.A fourth straight meeting without a cut could provo ... Show More
11m 30s
Nov 2024
What Trump’s policies could mean for the Fed
Former Dallas Fed President Rob Kaplan, current vice chairman at Goldman Sachs, discusses the Federal Reserve’s rate-cutting cycle, the interplay between monetary and fiscal policy, and his views on what the Trump administration could mean for Fed policy. Learn more about your ad ... Show More
18m 9s
Feb 2025
Trump, Zelensky Meet Face-to-Face
Face to face after weeks of turbulence, Presidents Trump and Zelensky will go one-on-one today in a high-stakes meeting that could very well shape the future of Ukraine. Plus, how the push to include DOGE cuts in the GOP's budget bill is complicating competing plans between House ... Show More
50m 7s
May 5
Martin Wolf talks to Kenneth Rogoff: Trump is accelerating the dollar’s decline
The US dollar has been in slow decline for around a decade – so says Kenneth Rogoff, Harvard professor, and former chief economist of the IMF. Donald Trump’s trade policies have raised a lot of questions about the future of the dollar – and how its decline could affect the rest o ... Show More
30m 18s
Aug 2024
Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Nick Timiraos on Twitter https://x.com/NickTimiraosNick’s work at WSJ: https://www.wsj.com/news/author/nick-timiraosFollow VanEck on Twitter ... Show More
1h 6m
Listen to millions of songs and podcasts on Anghami