Washington Weekly Podcast: Latest on Gov’t funding, Tariffs, Ukraine, CHIPS Act
With the government funding deadline just hours away, Shane outlines what the proposed continuing resolution consists of, and updates on where negotiations stand. Plus, an inventory of US imposed tariffs, along with retaliatory measures by trading partners. We also check in on progress of a Russia-Ukraine ceasefire agreement and speak to the likelihood of a CHIPS Act reversal. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy
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14:48
Top of the Morning: Gender-lens investment - The state of women in 2025
March is Women’s History Month - Carey Shuffman and Amantia Muhedini join the podcast to spotlight the Gender-lens investment: The state of women in 2025 report, which identifies opportunities for investors across sectors for, in and by women. We also highlight how women can be empowered at every stage of their financial journey through the UBS ‘Own your worth’ initiative. Featured are Carey Shuffman, Head of Women's Wealth, and Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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16:46
UBS On-Air: Paul Donovan Daily Audio 'Cutting confidence more than spending'
ECB President Lagarde almost sounded like an economist yesterday, noting inflation pressures could go up or they could go down. While highlighting the increased economic uncertainty of 2025, Lagarde confirmed market expectations that the direction of ECB rates is down. There are seven ECB speakers jostling for media attention today.
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2:39
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 28)
On this week’s episode of Viewpoints, Burkhard reflects on the absence of an anticipated “Trump-put” amidst a rotation occurring across global equities. Burkhard also considers whether this current downturn is more of a short-term “panic-attack”, or the start of a new Bear Market. Plus, thoughts on how investors should position, and where to focus.
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11:24
Top of the Morning: Navigating trade turbulence - China's perspective
We examine how China has been responding to challenges on the trade-front, along with highlight how ex-US markets (including China) have been performing as of late. Plus, some takeaways from the National People’s Congress meeting, and a broader review of preferences across emerging market equities. Featured is Xingchen Yu, Emerging Markets Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Ireland