UBS On-Air: Paul Donovan Daily Audio 'Tariffs start to show up'
South Korean export data for early March recovered from lunar new year distortions. Export strength was led by ships and chips—more-consumer-oriented sectors were not so robust. The data is a positive signal for Korea, but does not perhaps say much about global demand as trade taxes increase.
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Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 29)
On this week’s episode of Viewpoints, Burkhard reflects on this week’s flurry of central bank activity, and what it means for the “big rotation” in global markets that we’ve been discussing in recent weeks. This includes thoughts on Wednesday’s press conference from Fed Chair Jerome Powell where he used the word “uncertainty” 16 times. We also spend time outlining the investment case for India by answering the question “why now?”.
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Top of the Morning: Muni Markets - Volatility rises amid policy seesaw
We check-in on recent performance of the municipal bond market against a backdrop of policy uncertainty and broader market volatility, including a look at a performance outlook, along with recommendations when it comes to positioning. Plus, a deep dive into the implications of D.C. policy to segments of the municipal market. Featured are Sudip Mukherjee, Senior Fixed Income Strategist Americas, and Jeannine Lennon, Municipal Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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UBS On-Air: Paul Donovan Daily Audio 'Sort of stagflation?'
The Federal Reserve left rates unchanged, as expected. Forecasts cut economic growth projections for the next three years, to a rate well below that of the each of the last four years. Inflation forecasts were pushed up. The media will rush to declare “stagflation”—but this is hardly the 1970s. Tariffs will raise inflation and then lower growth, so the pattern is not unexpected, and of course there is considerable uncertainty given erratic government policy.
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Top of the Morning: Five actions to help manage uncertainty
As volatility persists across global markets, investors have become increasingly concerned about the risk of an economic recession. While it’s tempting to make changes to ones’ investment strategy during such periods of high uncertainty, Justin and Ainsely outline strategies to consider in light of the recent market selloff. Featured are Justin Waring, Senior Total Wealth Strategist, & Ainsley Carbone, Retirement Strategist, UBS Chief Investment Office. Host: Daniel Cassidy
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