The global economy is reverberating with the dull thud of the yoke of taxation dropping onto the shoulders of US consumers. These taxes do not show up in consumer baskets with full force until January next year—the question is whether the courts will overturn these taxes before then. If they do (forcing the government to return tax revenues to the US supply ... Show More
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
Aug 6
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 42)
On this week’s episode of Viewpoints, Burkhard shares thoughts on a range of timely topics, including ongoing tariff negotiations, July US payroll data, along with shakeups at the US Bureau of Labour Statistics and Fed Board of Governors. Plus, a look at the challenges facing hea ... Show More
10m 15s
May 13
Inside the Surprise U.S.-China Trade Deal
On Monday, to the surprise of global investors, the U.S. and China agreed to a 90-day trade deal. The deal slashed tariffs between the two countries and sent stocks surging. Leading the negotiations on the U.S. side was Treasury Secretary Scott Bessent. WSJ’s Brian Schwartz, who ... Show More
18m 7s
Mar 2025
Goods From Canada, Mexico Still Exposed to U.S. Tariffs, Despite Pause
P.M. Edition for Mar. 7. Despite Thursday's pause on tariffs on goods from Canada and Mexico many products are still exposed to them. WSJ economics reporter Chao Deng tells us which goods fall under the new exemption and why it is so hard to parse. Plus, Fed chair Jerome Powell s ... Show More
12m 38s
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