UBS On-Air: Paul Donovan Daily Audio 'Time for more taxes'
US President Trump reiterated their intention to aggressively tax US consumers of products from Canada and Mexico, possibly excepting oil consumers. Several US refineries are set up to process Canadian and Mexican, not US, oil. The speed of Trump’s retreat from taxing US coffee drinkers is a reminder of the unpredictability around tariff policy.
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2:40
Top of the Morning: CEO Macro Briefing Book - 1Q25 update
Businesses have greeted the post-election environment with optimism, yet uncertainty remains as questions surround the timing and implementation of Trump 2.0 policies’ interplay with a seemingly more cautious Fed and slowing economy. Paul Hsiao, Asset Allocation Strategist Americas with the UBS Chief Investment Office, joins to discuss the outlook and implications. Host: Daniel Cassidy
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12:47
Across the Pond: Trump’s next truce?
The returning US president has already helped broker a ceasefire between Israel and Hamas. He is now attempting to do the same for Russia and Ukraine. But what kind of deal looks likely and what would this mean for Europe’s economy and markets? Finally, which equity sectors could benefit most from peace? Featured in this episode is Themis Themistocleous, CIO for EMEA, alongside co-hosts Christopher Swann and Belinda Peeters.
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23:22
UBS On-Air: Paul Donovan Daily Audio 'Policy and policy uncertainty'
The Federal Reserve did nothing on rates, which seemingly displeased US President Trump. Uncertainty about the inflationary impact Trump’s policies might reduce the chance of a March rate cut, but characterizing policy as restrictive does suggest future rate cuts are plausible. Overt criticism of the Fed by Trump risks tilting the Fed toward hawkishness in any close call decision, to prove their independence.
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2:31
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 24)
On this week’s episode of Viewpoints, Burkhard reflects on the developments surrounding DeepSeek and the impact felt by US technology and energy companies. Burkhard also shares some interesting boots-on-the-ground takeaways from recently attended deep-tech conferences, along with weighs the impacts of the global race for energy resources.
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