Torsten rejoins Jason in the studio for a discussion around the US macroeconomic environment, including an outlook for growth, inflation and Fed rate cuts.  We also spend time outlining portfolio positioning preferences.  Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and Torsten Slok, Partner and Chief Economist with Apollo Global Management.  Host: Daniel Cassidy

How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)

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

Business

Investing

Careers

Management & Marketing

Business News

Shopping

We preview the current calendar for US Presidential debates, unpack the FAA Bill and the implications for consumers, and share takeaways from Secretary of State Blinken’s recent visit to Ukraine.  Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US.  Host: Daniel Cassidy

Washington Weekly Podcast: Presidential debates, FAA Bill, Ukraine update

China reported stronger industrial production and weaker domestic retail sales. If these figures are accurate, they present some risks to China’s policy-makers. Production strength seemed focused in politically-sensitive areas, including computing and autos.

UBS On-Air: Paul Donovan Daily Audio 'China’s vulnerabilities'

Join members of the UBS Chief Investment Office for some timely thoughts and reflections around the April Consumer Price Index (CPI) print, and what this latest inflation data might mean for monetary policy, and the markets.  Featured are Brian Rose, Senior Economist Americas, Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, and David Lefkowitz, Head of Equities Americas.  Host: Daniel Cassidy

CIO First Take: April CPI data & Market response

Yesterday’s US consumer price data was less weird—no 4% monthly increases in rent in Detroit (as in March). The detail showed for almost every business sector, there is deflation somewhere in the United States. For the benefit of non-economists (like the Chair of the Federal Reserve) this is not remotely consistent with sticky prices.

UBS On-Air: Paul Donovan Daily Audio 'A dose of normality'

Following a brief Springtime hiatus, we catch-up with Burkhard to hear about his recent travels and the connections that can be drawn from the picturesque landscapes of Europe to the European economic landscape.  Burkhard also shares takeaways from a recent conversation with IMF-Head Kristina Georgieva, where they discuss the ingredients for a successful economy (tune in to find out!).

How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)

Download our free app to listen on your phone