UBS Global Research Pod Hub

Does the market think in terms of countries or sectors? Does the market agree with your notions of stocks being grouped into sectors? Which parts of the market require a top-down approach, and which ones bottom-up? *(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).

It is increasingly recognized that the energy transition also requires a commodities transition. Listen as Phineas Glover, Head of APAC ESG Research at UBS, discusses our latest Net Zero Transition Materials model and scenarios to help identify the best commodity and company type exposures to the commodities transition. *(This information is subject to a disclaimer at the end of this podcast. Plea...

In this second of two podcasts, we lay out the key trades and market calls from our recently published Outlook. *(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).

In this first of two podcasts, we lay out the key economics calls from our recently published Outlook. Stay tuned for part two of this series where we discuss the main trades and market calls. *(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).

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 ensur...

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...

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).

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).

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).

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).

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...

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).

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).

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...

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).

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).

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...

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...

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 discla...

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 inf...

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...

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 t...

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...

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).

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).