Top of the Morning – UBS Wealth Management Research
Summary: Top UBS strategists offer analysis and investment guidance on each day’s most critical economic, political and market developments.
Podcasts:
On today's podcast, Art Cashin, Director of Floor Operations at the NYSE for UBS, discussed the latest action in the markets: the Trump administration's proposed tariffs and impact on the markets, Gary Cohn's departure from the White House, the jobs numbers from the Labor Department and a preview of the coming week.
A conversation about what International Women's Day celebrates, the meaning of this year's Press for Progress theme, the gender parity gap, how investors can demonstrate support and more – features Laura Kane, Head of Investment Themes, Americas.
Today we delve into the consumer staples space. We'll discuss earnings highlights and opportunities within the sector. We'll also take a look at highlights from this year's CAGNY conference, where the consumer industry has an opportunity to connect with investors and the media to discuss the all the happenings within the industry. What are the trends in the industry and what's next?
Today we turn our focus back to emerging markets as we will examine the emerging market correction that wasn't; how emerging markets performed during the recent market volatility relative to developed markets. Plus, we will speak to potential implications of the proposed tariffs by the U.S. to global trade agreements.
The proposed tariffs on imported steel and aluminum announced last week by the Trump administration took many by surprise and sparked volatility within markets. Today we will examine what we know, the implications and next steps.
Today we examine the correlation between recent moves within treasury yields and equity markets, and how that translates to last week's renewed market volatility. We will also cover what supports CIO's forecast for four rate hikes in 2018, recap last week's testimony by Fed Chair Jerome Powell and discuss CIO's asset allocation specific to fixed income.
On this weekly podcast, we discuss the most market-moving news of the week, what's coming up and what you need to know. In this episode, we talk about the Trump administration's proposed trade tariffs and the reaction by the markets as well as our international trade partners. We also digest this week's testimony to Congress by the new Fed Chair and the market volatility.
In this special edition of the Week in Review Preview, Mike Ryan, Chief Investment Officer Americas, discusses the latest bout of volatility and the impact of the Trump administration's proposed tariffs. He also takes a look at new Fed Chair Jay Powell's testimony to Congress and the future of monetary policy. Plus, Mike shares what he will be focusing on in the week ahead (hint: the monthly jobs report is released on Friday, March 9).
Art Cashin, Director of Floor Operations at the NYSE for UBS, discussed the action in the markets: the impact of the Trump administration's proposed tariffs on steel and aluminum, the continued volatility, a recap and assessment of Jay Powell's testimony this week and a preview of what's coming up.
UBS House View Monthly Client Call: Brian Rose, Senior Economist, and David Lefkowitz, Senior Equity Strategist, from the UBS Chief Investment Office discuss the drivers behind the recent market volatility, monetary policy and asset allocation.
Today we turn our focus back to fixed income as we examine what has been driving the recent movement in rates and what impact that is having on yield and income markets. We will also cover yield and income sector performance, an outlook for the asset class and more.
The recently passed tax cuts and jobs act carries with it many implications to both corporations and individuals. Though what are the implications to the national debt? My guest will answer that question, while adding some historical context, plus speak to the short and long term implications to investors.
Libby Cantrill, Head of the PIMCO Public Policy team, provides insights and perspectives into the 2018 legislative agenda, recent geopolitical developments, the State of the Union Address, implications of Tax Reform, the upcoming mid-term elections and more.
The February market volatility took many investors by surprise; so is the worst of the market volatility over? My guest will answer that question as well as speak to CIO's expectations for market activity, monetary policy and more. Plus, we will cover CIO's current positioning recommendations and speak to where opportunities exist in this current market environment.
Art Cashin, the Director of Floor Operations at the NYSE for UBS, discusses the action and volatility in this week's markets. Art also previews what may move markets in the week ahead. Recorded on Friday, February 9, 2018 at 3pm ET.
