Washington Weekly Podcast: US Southern border...

Shane drops by for a geopolitics roundup with updates on the latest developments with respect to the Russia-Ukraine War and Venezuela. We also review the priorities of Congress through year-end and into early 2026. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, ...  Afficher plus

Shane joins to update on a variety of timely topics, including the implications of potential Election Day outcomes, the prospects for an end to the ongoing U.S. government shutdown, along with the Supreme Court’s hearing on the Trump administration’s use of the International Emer ...  Afficher plus

Our conversation walks you through the June UBS House View Investment Strategy Guide, along with outlines why the odds of the secular bull case scenario playing out are on the rise (and the investment implications to be mindful of). Featured is Jason Draho, Head of Asset Allocati ...  Afficher plus

We kick off the trading week by reviewing the latest UBS House View and positioning recommendations. Jason also weighs whether the Fed’s aggressive commencement of easing signifies a sustained soft landing on the horizon, along with the newly in focus debate over the terminal Fed ...  Afficher plus

Despite markets reacting favorably to week one of Trump 2.0, Jason explains why expectations should be managed when it comes to market price action. We also preview this week’s round of Q4 earnings, along with the FOMC meeting. Plus, thoughts on developments surrounding DeepSeek, ...  Afficher plus

In the wake of the Fed’s policy decision, the April employment report and the bulk of 1Q23 corporate earnings reporting, we examine what this all means for the investment outlook from here and how to position your portfolio accordingly. Featured is Jason Draho, Head of Asset Allo ...  Afficher plus