Professor Siegel on the state of the US Markets
UBS Trending10 Maalis 2025

Professor Siegel on the state of the US Markets

From the rise of DeepSeek to the uncertain impact of tariffs, 2025's market landscape is challenging historical patterns. Are we witnessing a fundamental shift in market dynamics or just another chapter in a familiar story?

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

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Does Brazil's big vote mean bigger stakes?

Does Brazil's big vote mean bigger stakes?

UBS's Alejo Czerwonko discusses Brazil's election, mounting debt concerns, and why investors may want to look beyond the headlines. To watch this episode and more, please visit ubs.com/studios.

26 Elo 11min

The race for Congress | Road to the Midterm Elections

The race for Congress | Road to the Midterm Elections

In this episode, we break down the key factors shaping the U.S. midterm elections, including inflation, voter enthusiasm, competitive Senate and House races, and the potential impact of election outco...

24 Elo 13min

Increasing rates. Is it 2007 all over again?

Increasing rates. Is it 2007 all over again?

BlackRock's Rick Rieder discusses the 30-year Treasury yield’s highest level since 2007, where rates are headed, where the best opportunities in fixed income are, and what the bond market may be telli...

20 Elo 15min

AI needs more power

AI needs more power

AI, data centers, and electrification are driving a surge in power demand. Can the grid keep up? We discuss the opportunities and challenges ahead. For more content, please visit ubs.com/studios.

19 Elo 15min

Retirement planning for business owners

Retirement planning for business owners

James Jack sits down with NewtekOne CEO Barry Sloane to discuss retirement planning, employee benefits, health care costs, and strategies that help business owners build long-term financial security.

12 Elo 5min

The rally broadens | UBS Trending

The rally broadens | UBS Trending

What happens when more sectors start participating in the rally? A resilient economy, AI investment, and a growing market are shaping the investment landscape. We discuss opportunities beyond the larg...

8 Elo 10min

High yield has entered the fast lane

High yield has entered the fast lane

High yield has upgraded its ride quality. With BB-rated issuers making up about 60% of the index, shorter duration, steady income, and lower default risk, today’s route may be more advantageous than e...

6 Elo 56s

Decoding the Fed with the "real yield" story

Decoding the Fed with the "real yield" story

Why are Treasury yields moving higher? UBS CIO's Leslie Falconio explains the bond market's reaction to the Fed, what rising real yields mean, and how investors should position portfolios.

5 Elo 12min

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