ţ On-Air: Market Moves
ţ On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior
Wealth Management Americas
Washington Weekly Podcast: First 100 days, Reconciliation bill, Russia-Ukraine
Shane reflects on the first 100 days of the Trump administration, along with updates on where efforts and negotiations stand on Capitol Hill surrounding a substantial reconciliation bill. Plus, a look at current US-Ukraine relations and where efforts stand with Russia peace talks. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy
Top of the Morning: April Jobs Report, Q1 GDP, & the week ahead
We close out a busy macro week with thoughts from Brian on the latest US employment and GDP data. Plus, a look at what to expect in the week ahead. Featured is Brian Rose, Senior Economist Americas, ţ Chief Investment Office. Host: Daniel Cassidy
ţ On-Air: Paul Donovan Daily Audio '“Temu tax” time'
The US “Temu tax” takes effect at midnight, whereby US consumers pay their government for the privilege of buying low cost products directly from China. The tax is unlikely to show up in consumer price data (it is doubtful that Temu prices are used in the calculation), but it is a visible price increase to many US consumers—a reminder that they, not exporters, pay trade tariffs.
Top of the Morning: Emerging Markets - Digesting regime change
Having just attended the IMF-World Bank meetings in Washington DC, Alejo rejoins the conversation for some boots-on-the ground takeaways around the impacts of US trade policy to global economies. Plus, a review of focus points when it comes to broader emerging markets, China, and Latin America. Featured is Alejo Czerwonko, CIO for Emerging Markets Americas, ţ Chief Investment Officer. Host: Daniel Cassidy
ţ On-Air: Paul Donovan Daily Audio 'President Trump’s economy'
The only certainty economists have about yesterday’s first-quarter GDP data is that it is wrong. Declining survey response rates and economies that structurally change more rapidly than statisticians can measure have conspired to make GDP everywhere subject to more frequent and larger revisions. Nonetheless, broad trends show an economy being rapidly shaped by US President Trump’s policy.
