UBS On-Air: Paul Donovan Daily Audio 'Trading around the US'
US manufacturers live in confusing times. Alongside the widespread increases in taxes on imports that took effect this morning, US President Trump suggested a 100% tax on imports of microchips. However, in a maneuver that was less a retreat and more a pirouette, these taxes will not apply to imports from some specific companies, including some of the largest exporters to the US. That blunts the cost of the tax and tilts this toward spin rather than substance, but increases the paperwork associated with doing business in the US.
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Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 42)
On this week’s episode of Viewpoints, Burkhard shares thoughts on a range of timely topics, including ongoing tariff negotiations, July US payroll data, along with shakeups at the US Bureau of Labour Statistics and Fed Board of Governors. Plus, a look at the challenges facing health care companies, and highlights from a cycling journey through Denmark.
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Top of the Morning: CEO Macro Briefing Book - Themes for 2H25
Paul drops by the studio to outline the key themes that business owners should be mindful of throughout 2H25. We also cover the evolving macroeconomic environment, and discuss what a lower rate environment could mean for business owners. Featured is Paul Hsiao, Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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UBS On-Air: Paul Donovan Daily Audio 'Domestic demand drivers'
There is apparently a shortlist of four for the position of next governor of the Federal Reserve, and prospective nominee to be chair of the board of governors. US Treasury Secretary Bessent is not on the short-list. The question is whether anyone nominated can possibly shake off the perception of being a political puppet.
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Top of the Morning: The lines separating developed and emerging markets are blurring
What differentiates an emerging market from a developed one? Alejo drops by the studio to explain, as the lines separating developed and emerging markets are blurring. Plus, a look at related investment implications for emerging market investors. Featured is Alejo Czerwonko, CIO for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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