Jason and Paul rejoin the podcast in-studio to discuss the second edition of the new CEO Briefing Book quarterly series.  We dive into how the macroeconomic environment, the landscape for corporate transactions, and geopolitics have all evolved thus far in 2024, and in turn what that means for corporate operating environments and decision making.  Featured is Jason Draho, Head of Asset Allocation Americas, and Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office.  Host: Daniel Cassidy

Top of the Morning: The CEO Macro Briefing Book quarterly update

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

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!).

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 5)

Federal Reserve Chair Powell wants further inflation declines before the Fed cuts rates. US inflation is already at or near target for the prices over which the Fed has control. Last month’s consumer price inflation did surprise to the upside, mainly because of rents in the city of Detroit.

Top of the Morning: The CEO Macro Briefing Book quarterly update

Download our free app to listen on your phone