The US dollar has suffered its sharpest first-half decline in over 50 years, raising questions about its safe-haven status and long-term dominance. We explore the drivers behind the dollar’s slide, the implications for international portfolios, and why now is the time for investors to review and diversify their currency exposures. Join Dominic Schnider, Hea ... 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
Apr 2025
Taking Stock of the ‘Sell America’ Trade
Something strange happened in the US financial system earlier this week: the stock market, the bond market, and the value of the dollar all slumped. This volatility andrecent threats to fire Fed chief Jerome Powell are unnerving foreign investors, who are flocking to a new phenom ... Show More
20m 42s
Apr 2025
Stocks Drop As Nvidia Slides… And Powell Warns Of Tariff Impact 4/16/25
Stocks dropping as Nvidia gets hit, and a tariff warning out of Fed Chair Powell only made things worse. And while Gold hits fresh records, the disconnect between yields and the dollar is breaking down. Plus, as volatility stays elevated, investors are seeking shelter. The latest ... Show More
42m 52s
May 2021
New Record High for the Dow ... But Tech Under Pressure As Citi Downgrades Facebook and Alphabet, Dogecoin Plummets Following Elon Musk's SNL Appearance, Pipeline Cyberattack Effect on Oil Prices, The
Carl Quintanilla, Jim Cramer and David Faber began a new week with a look at tech stocks under pressure, after Citi downgraded Facebook and Google parent Alphabet to neutral. But that news didn't stop the Dow from hitting a new all-time intraday high -- as money rotates out of te ... Show More
43m 56s
Sep 2024
Markets riding the ‘Fed wave’
Stocks across the globe moved higher yesterday following the Federal Reserve’s interest rate cut, with both the Dow and S&P 500 seeing new all-time highs. Meanwhile, other major central banks – including those in England, Norway, Turkey, Japan and China – opted to keep their key ... Show More
11m 1s
Jan 2024
Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor
Michaell Howell, CEO of CrossBorder Capital, returns to Forward Guidance to update viewers on his outlook on global liquidity. Howell notes that further evidence supports his long-held view that liquidity bottomed in October 2022, and he explains why he expects liquidity to stren ... Show More
1h 17m
Jan 2024
David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba
Forward Guidance is sponsored by Van Eck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.__David Kotok, co-founder and chief investment officer at Cumberland Advisors, joins Jack fresh off his trip to Cuba, to share insights about the Cu ... Show More
1h 12m