UBS On-Air: Paul Donovan Daily Audio 'The rate debate'
US July personal income and spending data is due. The middle income consumers’ relatively strong starting point for the year has helped to sustain consumption, although political polarization has created some distortions in spending. Consumption remains the key focus for overall economic activity in the US this year.
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2:51
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2:51
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 45)
On this week’s episode of Viewpoints, Burkhard reflects on and share takeaways from his UBS summits on longevity, and shares perspective around the connection between longer lives and rising markets. Plus, a look at where to find opportunity in the current environment.
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9:41
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9:41
UBS On-Air: Paul Donovan Daily Audio 'The politics of debt'
The US provides another official estimate of second-quarter GDP. These numbers will be revised further in the future. Policy expectations distorted demand patterns for domestic consumers, but the relative strength of the middle-income US household balance sheet late last year provides a foundation for some consumer spending. Weekly continuing claims for unemployment insurance are a modest market focus.
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2:13
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2:13
Talking Markets Podcast with Apollo Lupescu of Dimensional Fund Advisors
Apollo Lupescu is a Vice President at Dimensional Fund Advisors. We cover a wide range of top of mind topics for investors, including a look at the US macroeconomic environment, the road ahead for monetary policy, the impacts of US trade policy to economic activity, asset allocation views, and more. Host: Daniel Cassidy
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23:41
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23:41
UBS On-Air: Paul Donovan Daily Audio '50% on'
US taxes on Indian imports doubled to 50%. US importers should pay the old tax rate on goods already en route to the US, delaying the effect. With full pass-through and no demand switching, the tax increase would add less than 0.1 percentage point to US consumer price inflation. However, the unpredictability of US trade policy affects global corporations as they manipulate their supply chains.
Portugal