UBS On-Air: Paul Donovan Daily Audio 'Tying tariffs to inflation perceptions'
There are more reports of the US administration scrambling to cut tariffs using framework trade deals with Latin American economies. Heightened political concerns about US consumers’ inflation perceptions seem to be leading a drive to reduce the tariffs US importers pay on food products. Bilateral negotiations with Latin American countries will be limited in their scope because of Mercosur trade pact rules.
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2:27
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2:27
Life Sciences: Industry trends & investment considerations with Nick Galakatos, Blackstone
Nick Galakatos, Senior Managing Director, & Global Head of Life Sciences at Blackstone joins Daniel Cassidy at the UBS podcast studio in New York for a comprehensive discussion on trends and developments within Life Sciences, including a look at funding innovations, the regulatory landscape, and the investment case for Life Sciences.
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18:03
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18:03
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 51)
On this week’s episode of Viewpoints, in recognition of the 30th UN Climate Summit, Burkhard reflects on “where we are” and “where we’re heading” with respect to global climate and clean energy commitments. Plus, a look at climate-related investments where investors can make a positive difference.
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11:37
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11:37
UBS On-Air: Paul Donovan Daily Audio 'Inflation fears without inflation'
US October consumer price inflation should have been published today. It is unlikely the number will ever be calculated, because there was no one to collect the price data. This highlights a problem —even if the US government is functioning, there are fewer employees collecting prices, which means more of the inflation number is ”interpolated” (or “guessed”).
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3:17
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3:17
UBS On-Air: Paul Donovan Daily Audio 'Fiscal boosts and bonds'
US President Trump has suggested that most US households could receive a USD2,000 cheque from the government. Such a move would require legislation. The bond market seems sceptical about Congressional action and is not currently pricing the probable deficit consequences. Bonds are instead focusing on dubious quality labor market signals, as a guide to Federal Reserve rate cuts.
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