UBS On-Air: Paul Donovan Daily Audio 'Stories versus reality'
UK second-quarter GDP was stronger than expected. The numbers will of course be subject to revision (and lots of revision), but for the time being this rather confounds the insistent negative narrative. Growth seems to have been focused toward the end of the quarter.
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2:29
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2:29
Top of the Morning: POTUS 47 - Another brick in the tariff wall
Kurt rejoins in-studio for the latest POTUS 47 update where we discuss the developments surrounding US trade policy, concerns over Fed autonomy, and geopolitical points of interest - how these factors have been impacting the markets and shaping the investment outlook. Featured is Kurt Reiman, Head of Fixed Income Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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18:15
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18:15
UBS On-Air: Paul Donovan Daily Audio 'Seeping taxes, suspending data'
Yesterday’s July US consumer price inflation data showed trade taxes seeping into prices. US appliance prices are higher than in March—in most other major economies, they are lower. Tire prices leapt in July. Auto prices are not reflecting tariffs, but that was not likely—cars arriving as late as June would have been tariff exempt, and from dockside to car lot takes up to six months. Pre-tax auto inventory is currently being sold.
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3:07
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3:07
Top of the Morning: Fixed Income Strategist - Back to school prep
In this month’s Fixed Income Strategist, we review foundational elements of the fixed income market and outline rationale for maintaining a diversified approach within the asset class. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, & Barry McAlinden, Senior Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Carli Torres
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14:16
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14:16
UBS On-Air: Paul Donovan Daily Audio 'Can US inflation be hedged? '
US July consumer price inflation is due. The details will show more of the April trade taxes seeping into consumer prices—although a 10% tariff equates to around a 4% consumer price increase, and service prices should be largely unaffected. This data is less reliable than that released just six months ago—not because of political bias, but because funding cuts mean fewer price points are measured.
Brasil