UBS On-Air: Paul Donovan Daily Audio 'The Supremes'
The US Supreme Court hearing on the legality of the majority of the US administration’s tariffs produced a positive reaction from tariff-related equities. The questioning from some justices, including the chief justice, seemingly increased investor expectations that the tariffs would be declared illegal. That should entail a rebate to US companies, which would offer a fiscal boost to the US economy.
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Top of the Morning: Year-end planning priorities - Retirement and tax strategies
Join Justin Waring, Head of UBS Wealth Way Strategy and Solutions, as he outlines year-end planning priorities and what’s on the horizon for retirement and tax strategies in 2026. Whether you are decades away from retirement, getting ready to transition to retirement, or already enjoying your retirement years, the end of the year is an ideal time to review your plan for both risks and new opportunities. Host: Daniel Cassidy
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19:51
UBS On-Air: Paul Donovan Daily Audio 'Talk and taxes'
The economic calendar includes several central bank announcements, as well as the release of the Bank of Japan’s minutes. With limited investor focus on other central bank remarks, the Bank of Japan minutes may attract particular attention.
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2:35
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2:35
Top of the Morning: POTUS 47 - IEEPA hearing, Election Day, Government shutdown
Kurt drops by the studio to update on a variety of timely topics, including the implications of potential Election Day outcomes, the prospects for an end to the ongoing U.S. government shutdown, along with takeaways from President Trump’s recent trip to Asia. We also preview the Supreme Court’s hearing on the Trump administration’s use of the International Emergency Economic Powers Act (IEEPA). Featured is Kurt Reiman, Head of Fixed Income Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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UBS On-Air: Paul Donovan Daily Audio 'Credit where credit’s due?'
If the US had a functioning federal government, we would be getting September trade data today. In theory, one could calculate US trade numbers by using bilateral trade data from other economies. Unfortunately, the rest of the world has been seeking to minimize trade tariffs by careful rerouting of exports, which makes it very difficult to identify what the US is buying using the data of those that are selling.