UBS On-Air: Paul Donovan Daily Audio 'Policy versus emotion'

Update: 2024-09-25

Description

Policy interests markets, but few voters. Emotion tends to be more important in elections. The global rise of economic nationalism is rooted in emotion, but is also a policy with real world consequences. Yesterday, former US President Trump pledged to use corporate tax cuts and consumer tax increases (via tariffs) to bring manufacturing jobs back to the US. Who would do those jobs with near full employment was not specified. Investors have hitherto regarded Trump’s tariff proposals as being emotional rather than policy, given their extreme nature.

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Washington Weekly Podcast: UN General Assembly, Government funding, Decision 2024

2024-09-2713:27

Top of the Morning: Muni Market Guide - Abundant supply tempers performance

2024-09-2713:10

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 14)

2024-09-2709:22

UBS On-Air: Paul Donovan Daily Audio 'Stop name calling'

2024-09-2705:02

Top of the Morning: A timely discussion on the latest China stimulus announcement

2024-09-2612:39

Top of the Morning: Fixed Income Strategist - Beginning our initial descent

2024-09-2616:51

UBS On-Air: Paul Donovan Daily Audio 'Data, and why data dependency is bad'

2024-09-2605:25

Talking Markets with Jeffrey Gundlach, Founder, DoubleLine Capital

2024-09-2527:20

UBS On-Air: Paul Donovan Daily Audio 'Policy versus emotion'

2024-09-2504:47

Top of the Morning: US election implications for sustainability

2024-09-2412:47

UBS On-Air: Paul Donovan Daily Audio 'Drama, or just theater?'

2024-09-2404:43

Top of the Morning: CIO Strategy Snapshot - Get Ready (UBS House View)

2024-09-2321:11

UBS On-Air: Paul Donovan Daily Audio 'Scrambling, not panicking'

2024-09-2304:03

CIO Fixed Income Roundtable Series: Post-FOMC edition

2024-09-2023:56

UBS On-Air: Paul Donovan Daily Audio 'Economists versus politicians'

2024-09-2004:22

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 13)

2024-09-1909:47

UBS On-Air: Paul Donovan Daily Audio 'An emergency cut without an emergency'

2024-09-1904:20

CIO First Take: September FOMC meeting

2024-09-1801:42

UBS On-Air: Paul Donovan Daily Audio 'The damage of data dependency'

2024-09-1805:32

Top of the Morning: Should you harvest capital gains at today’s rate?

2024-09-1815:07

00:00

UBS On-Air: Paul Donovan Daily Audio 'Policy versus emotion'

#box-pro-ellipsis-172753728943816{-webkit-line-clamp:2;}UBS On-Air: Paul Donovan Daily Audio 'Policy versus emotion'

UBS On-Air: Paul Donovan Daily Audio 'Policy versus emotion'

UBS On-Air: Paul Donovan Daily Audio 'Policy versus emotion'