Washington Weekly Podcast: Middle East, Capitol Hill, US-China trade & more
Shane drops by to share the latest developments out of the Middle East involving Israel and Iran, along with notable domestic developments spanning progress on the One Big Beautiful Bill, and Federal response to recent occurrences of civil unrest. Plus, thoughts on the outcome of this week’s round of US-China trade talks. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
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11:51
Top of the Morning: The week in review and preview
We close out another trading week by recapping US-China trade talks, the latest round of US inflation-data, along with other macro points of interest. Plus, thoughts on US equities at current levels, equity positioning, and a preview of what to expect in the week ahead. Featured is Matt Tormey, Equity Strategist Americas, UBS Chief Investment Office. Host: Shiavon Chatman
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10:27
UBS On-Air: Paul Donovan Daily Audio 'Conflict'
The scale of Israel’s air strikes against Iran were not anticipated by financial markets (US President Trump having suggested a deal with Iran was close, just yesterday). As a result, the oil price has had the largest spike since Russia’s invasion of Ukraine. The economic disruption may well be contained—the starting point was quite a weak oil market, given expectations of a US growth slowdown.
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2:34
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 37)
On this week’s episode of Viewpoints, Burkhard outlines the factors behind the recovery of US equities, along with what could drive further momentum from here. We also cover why European markets may not have an “unfair advantage” when it comes a lower rate environment, when compared to the Fed holding steady for now. Plus, thoughts on the recent performance of South Korea’s KOSPI-Index.
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10:34
UBS On-Air: Paul Donovan Daily Audio 'Pricing bananas'
Yesterday’s US consumer price inflation data showed, as expected, faint hints at the effects of trade taxes and clearer examples of weak demand. The declining number of people wishing to visit the US helped weaken air fares. Goods where inventory is held for longer (like autos) avoided tariff effects for now. Imported goods with shorter inventory times—like bananas—saw price surges. Large consumer appliances had the second largest price increase on record. Producer price data may show more tariff price effects, as these goods sit closer to the point of import in the supply chain.
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