In the Middle East, Hamas accepted a Qatari/Egyptian proposal for a ceasefire, but the Israeli government has rejected it. There are obvious humanitarian consequences from this, but little direct market impact. Over the longer term, there may be some wider political considerations as this is a polarizing issue in the US (and Republican and Democratic party conventions loom in July and August).

UBS On-Air: Paul Donovan Daily Audio 'Funding consumer spending'

UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

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Markets and life are full of conundrums.  This week, our Viewpoints podcast addresses at least three current ones.  Some of them have unexpected resolutions, related to the surprising roles and impact of cheating, free-riding, bond-yields, the sometimes-infectious nature of mood-swings and time’s canny ability to heal many wounds.

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 7)

We get fresh evidence on the hedonism of the US consumer, with personal income and spending numbers. The personal consumer expenditure deflator will be the markets’ focus. This is less influenced by the nonsense of owners’ equivalent rent than is consumer price data. There are other notable differences (like motor insurance). Overall, the inflation data is expected to stay steady.

UBS On-Air: Paul Donovan Daily Audio 'An important day in the US'

Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income and Liquidity teams.  Together, they provide views on markets and what they believe you should be focused on within the fixed income space.

Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management

A monthly check on US equity market performance and positioning considerations with Jeremy Zirin, Senior Portfolio Manager, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist with UBS Asset Management.

House Call: Talking Equity Markets with UBS Asset Management

Yesterday equities were a little upset because bonds were a little upset because of weaker demand at a US bond auction. Should investors be upset? This is not a US version of the UK’s Truss debacle. Markets are not disorderly and government policies are not destabilizing. The absolute level of debt is not a concern—many countries (including the US) have had and do have higher debt ratios. The political polarization that prevents a policy for a sustainable deficit is a concern, but is probably more a background worry for now.

UBS On-Air: Paul Donovan Daily Audio 'Funding consumer spending'

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