Reading the economic room
Markets are moving fast, but not always in the same direction. Rate cuts, near daily highs, and policy pivots, it’s a lot to keep up with. So what’s noise, and what’s worth watching?
19 Nov 202510min
Making sense of Fed moves and markets
From the Fed’s latest rate cut to surprising trends in equities and bonds, investors may be scratching their heads. Tune in to find out what you need to know to navigate ongoing uncertainty.
18 Nov 202512min
Credit moves and mortgage rate lows
As we approach year-end, what’s next for credit markets, and with mortgage rates at their lowest in a year, will high-quality bonds remain in favor?
14 Nov 202511min
Economic crossroads with Dr. David Kelly
As we wrap up 2025, what have been the biggest forces shaping the economy and what surprises might 2026 have in store? How might central bank decisions and shifting market dynamics impact investors an...
13 Nov 20251min
Business minded, market ready
As we head into the last few weeks of 2025, what does the economic picture look like for business owners? How does one navigate stocks near record highs, a Fed that is cutting rates, and ongoing polic...
5 Nov 202512min
AI - Appetite for consumption
Artificial intelligence is everywhere and it’s demanding more power, more real estate, and more metal. As an investor, how should you be thinking about opportunities in and around AI?
3 Nov 202512min
UBS Trending Extra: 3Q earnings season preview
3Q earnings season looks strong not spooky! Profits may rise10%, beating forecasts. Lower tariff risks, Fed rate cuts, and solid AI trends support our US equities upgrade. Learn more in “S&P 500 EPS: ...
31 Okt 20251min
Not your parents' emerging markets
Emerging Markets are in the spotlight. What’s driving renewed optimism in the space? Is tech the game changer? Which regions are set to lead? How can investors manage risks, and spot the next big oppo...
23 Okt 20258min
