Fixed Income Conversation Corner Podcast with Leslie Falconio (UBS CIO) and Mike Contopoulos (Richard Bernstein Advisors)
Mike Contopoulos rejoins Leslie Falconio for a discussion around year-end asset class performance expectations, the implications of a lower rate environment to fixed income, positioning views & more. Featuring Mike Contopoulos, Deputy Chief Investment Officer, & Director of Fixed Income for Richard Bernstein Advisors, as well as Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy
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26:45
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26:45
UBS On-Air: Paul Donovan Daily Audio 'British style'
The Federal Reserve spoke with an almost British accent yesterday, cutting rates a quarter point with a Bank of England-like three-way vote split. Fed Chair Powell signaled that a December cut was not inevitable. While a majority clearly favored insuring against the risks of a brittle US labor market today, there are fears about future inflation pressures and the lack of credible US economic data.
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2:58
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2:58
Top of the Morning: Fixed Income Strategist - Almost ample
Leslie and John stop by on Fed Day for an update on fixed income markets, positioning views, and an outlook for monetary policy. We also examine the current state of funding markets and how they relate to quantitate tightening (QT). Featured is Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, & John Murtagh, Fixed Income Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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19:35
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19:35
UBS On-Air: Paul Donovan Daily Audio 'Another little cut'
The Federal Reserve is expected to cut rates a quarter point. The absence of credible short-term data since the last Fed meeting means policymakers cannot follow Fed Chair Powell’s “data dependency” mantra and must instead focus on economic trends. Market interest will be focused on the spectrum of views, the tone of the press conference, and (inevitably) speculation about Powell’s successor.
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2:59
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2:59
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 49)
On this week’s episode of Viewpoints, Burkhard reflects on the current upward equity market momentum and answers the age-old question: “Are we in a bubble?”. Burkhard also compares the current environment to the TMT-bubble of the late 90s, and offers guidance on how to position in the current environment.
UK