Top of the Morning: March jobs report, US trade policy, & the week ahead
As we close out a volatile week in the markets, Brian shares his thoughts on the March employment report, and the overall health of the US labor market. Brian also assesses the potential economic impacts overtime of this week’s tariff announcements. Plus, a recap of notable data-point releases over the past few days, and a preview of the week ahead. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Shiavon Chatman
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12:32
UBS On-Air: Paul Donovan Daily Audio '….not well'
Financial markets expected a significant tax increase from US President Trump. Yesterday’s reaction shows the tax increase was worse than anticipated. US dollar weakness is telling. We often hear that when the US sneezes the global economy catches cold. This is not the US sneezing. This is the US cutting off its own arm. The self-inflicted economic cost naturally weakens the dollar. Federal Reserve Chair Powell speaks today on the economic outlook.
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3:15
Washington Weekly Podcast: The latest on tariffs, Special election takeaways
In the wake of the latest tariff news out of the White House, Shane reflects on the impacts to US trading relationships around the globe, along with how trading partners are responding. Plus, an analysis of this week’s special elections in Florida and Wisconsin, and what the outcomes suggest about voter sentiment. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
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13:42
Top of the Morning: ‘POTUS 47 Series: Latest on tariffs, the economic and market impact’
An inventory of Wednesday’s tariff announcement by the Trump administration, along with an assessment of potential economic impacts, and reflections on the global market response. Plus, thoughts on how to manage portfolios during times of volatility and uncertainty. Featured is Kurt Reiman, Head of Fixed Income Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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17:43
UBS On-Air: Paul Donovan Daily Audio 'Well….'
US President Trump unveiled a massive tax increase for US companies and consumers. Tariffs were set at (0.5 x bilateral trade deficit / US imports). This is a predictable formula, completely unrelated to trade openness. The uninhabited Heard and Macdonald Islands get a 10% tariffs (will the penguins retaliate?). This may cause investors to question the competence of the administration’s trade policy.
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