With 70% of personal wealth in property, many consumers are facing declining real estate prices for the first time in their lives. Additionally, lack of job security and wage reductions further amplify the negative wealth effect. As such consumers choose to save rather than spend money, the impact is widespread. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Nov 17, 2023•8 min
Take a deep dive into real rates, one of the key topics that feature across our most asked client questions. Arend Kapteyn, Chief Economist at UBS, and Mike Cloherty, Head of US Rates Strategy at UBS, discuss the demand and supply shifts driving yields higher. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Nov 01, 2023•6 min
US recession continues to be a key theme in some of our most asked client questions. We revisit why we’re still forecasting a US Recession in light of surprises in the US economy and our latest predictions. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Oct 20, 2023•9 min
How would a digital euro work? What value or risks could it bring? We discuss the key considerations surrounding the launch of a digital euro in this UBS Research podcast.*(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Oct 20, 2023•15 min
The US economy has held up better than expected. Should we give up on the recession call? Listen to our #UBSResearch deep dive with Jonathan Pingle, US Chief Economist at UBS, and Bhanu Baweja, Chief Strategist at UBS. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Sep 25, 2023•32 min
Will the UK avoid a recession? Or will inflation persistence mean more pain? How will the BOE respond? Hear our views on these key debates in this podcast from our Chief Strategist and UK Economist. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Sep 12, 2023•13 min
In our latest podcast, UBS Research analysts across Asia provide an integrated bird's eye view of the developing Asian economies that could gain from supply chain shifts, laying out their strengths and weaknesses across multiple dimensions. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Sep 08, 2023•8 min
In this Global Emerging Markets podcast, we get into a detailed chat with our Chief China Economist on the recent weakness and the outlook for the economy. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Sep 04, 2023•21 min
What is the likelihood of a US economy hard landing? UBS macro economists explore the inflation trajectory ahead and the potential of further FOMC rate cuts. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Aug 09, 2023•20 min
What does IMO's revised GHG strategy mean for shipping? The International Maritime Organisation (IMO) aims to adopt net zero by ‘around’ 2050. Listen to the potential next steps, industry and stock implications and the likelihood of achieving this target from UBS Industrials and Capital Goods analysts. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Jul 18, 2023•6 min
How does uncertainty, explainability, bias, and environmental impact link to the use of generative AI? Our latest podcast explores the potential impacts of generative AI from an ESG perspective. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Jul 05, 2023•11 min
What are the key opportunities and threats media companies are facing with generative AI? Our latest podcast explores the impact on entertainment, music, gaming, publishing, and advertising. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Jul 05, 2023•6 min
Are insurance companies more positively or negatively impacted by the democratization of generative AI? UBS Head of EMEA insurance explores how insurance companies are leveraging this rapid advancement of technology to reduce costs. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Jun 26, 2023•8 min
How do student loans and the potential for loan forgiveness impact how consumers spend their money? Our latest podcast explores the impact that student loans have on spending habits and the types of companies who are most affected. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Jun 21, 2023•9 min
What impact is this looming recession having on credit markets? Our Chief Strategist and Head of Credit Strategy explore why credit markets have been stable, what might catalyze a widening of spreads, and which sectors might impact credit the most. (14 min) #UBSResearch #shareUBS + *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Jun 07, 2023•15 min
How are US consumers spending their money amidst a looming recession? Our Chief Strategist and US Consumer Research Analyst explore various data points to assess the average level of excess savings in US households and how it’s being spent. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Jun 01, 2023•10 min
Decarbonising the shipping industry could help to remove 3% of global CO2 emissions. What will be the cost of shipping industry decarbonisation? What impact will it have on the end consumer? Our Industrial Analysts discuss the costs, implications, how regulation/ESG is driving increasing adoption and more. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
May 25, 2023•9 min
Global inflation has surged upward over the past couple of years. For the OECD group of relatively advanced countries inflation peaked in the fall of last year at a level not seen since the 1980s, and it has yet to fall substantially from that peak. How much, and how quickly, the inflation is likely to recede is a matter of much debate. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further infor...
May 17, 2023•6 min
Global employment growth has essentially slowed back to its pre-pandemic average, but the US is a big outlier. Chief Economist, Arend Kapteyn and Global Economist, Pierre Lafourcade tackle some of the toughest questions they have received from investors on labor markets. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
May 08, 2023•8 min
In the second of our China reopening podcast series, European and US analysts at UBS assess the EU/US industries fully pricing in a China reopening, and those that can see further benefit.*(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
May 02, 2023•19 min
Description: Bank failures have thrust US credit into the spotlight. We answer the four key questions on the minds of investors and assess the severity of the credit tightening. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Apr 24, 2023•7 min
Gain key insights into Asia's rapidly evolving landscape by tuning into part one of this podcast series. APAC analysts at UBS discuss key themes including Chinese investing abroad, tech de-coupling, autonomous driving, smart infrastructure, green finance, energy transition and EV battery. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Mar 31, 2023•13 min
EV charging infrastructure presents a $60B opportunity. Shneur Gershuni, Head of ESG Research in the Americas, and Cat Gordon, Energy & ESG Sector Specialist, discuss the Inflation Reduction Act, batteries, electrical grid constraints, and more. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Mar 31, 20230
Recent data releases point to a US economy that is not far from being 'hot'. Tune in for the arguments behind UBS's concerns of a recession in 2023. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Mar 31, 2023•15 min
Which industries and stocks are fully pricing in a China reopening, and which can rally further? Chief Strategist, Bhanu Baweja, and APAC analysts at UBS discuss this in the first of two podcasts. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Mar 10, 2023•27 min
The key Australian consumer debate in 2023 is how fast consumption slows. How much have Australian consumers saved? When will the savings buffer run out? Our latest podcast addresses key questions on consumption and leverages new detailed bank account balance data to uncover who holds all the 'extra' cash. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Feb 17, 2023•10 min
Are we entering a golden age of AI progress? UBS Internet analyst, Lloyd Walmsley, and UBS TMT Sector Specialist, Global Markets, Kelsey Perselay, outline key developments, potential disruptions and the wider implications amid the AI inflection point. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Feb 17, 2023•12 min
Software is set to be the next big disrupting technology in the autos space, representing an even bigger challenge to carmakers than the shift to electric cars. Our analysts Patrick Hummel and Paul Gong deep dive on the impact of the new software era. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Feb 17, 2023•16 min
What are the most important economics and asset calls for 2023? Listen to this deep dive by Bhanu Baweja: Chief Strategist at UBS, and Arend Kapteyn: Head of Economics & Strategy Research at UBS. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Feb 01, 20230
Australian Q3 GDP: amid higher rates, a drop in household savings is now needed to avoid a recession. Wages spike, with Average Earnings up 2.5% q/q. Tune in for key investment insights. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Dec 15, 2022•11 min
