The interviews focus on the week ahead and where the financial markets may be heading as well as the larger economic context. http://www.ubs.com/research Fri, 12 Jun 2009 13:00:00 +0100 UBS Wealth Management Research http://www.ubspodcast.ch/research/WMR_podcast_itunes_1000.jpg http://www.ubs.com/research Robin Waech robin.waech@audiop.ch en no # Economic Calendar Week 36 # Government bonds - where have the bond market vigilantes gone? # China - is central planning a new model for economic growth? # Resource scarcity - will emerging market growth intensify shortages Fri, 03 Sep 2010 19:00:00 +0200 Andreas Hoefert and Kurt Reiman no 18:12 Bonds, USA, public dept, asset bubble, China # Economic Calendar Week 35 # USA - why isn't the economy taking off? # Germany - will the budget deficit set off a new dept crisis? # Sweden - what is the country's secret to success? Fri, 27 Aug 2010 19:00:00 +0200 Andreas Hoefert and Klaus Kriesel no 14:39 USA, stimulus program, recession, depression, Germany, budget deficit, euro, dept brake, Sweden, Swedish krona, export, yen # Economic Calendar Week 34 # Germany - an economic bright spot for Europe or another sign of increased fragmentation? # Wheat prices: will food become more scarce and expensive? # China: how will its increased economic might alter the geopolitical landscape? Fri, 20 Aug 2010 19:00:00 +0200 Andreas Hoefert and Kurt Reiman no 17:05 Germany, imbalances, EU, Euro, wheat, food, speculation, ethics, China, Japan, GDP, USA. # The future of the Euro # Why the EU's massive bailout will yield little help for the euro? # What government options remain? # How long the euro will last? Fri, 16 Jul 2010 19:00:00 +0200 Dirk Faltin and Kurt Reiman no 17:37 Euro, imbalances, indebtedness, mobility, wages, prices, Germany, compositeness, bail-out packages, EU, fiscal discipline, interest rates # Economic Calendar Week 28 # Gold - is the yellow metal already too expensive? # Credit - will Swiss-franc loans to borrowers abroad put Switzerland in a hole? # Earnings season - which companies will move to the head of the pack? Fri, 09 Jul 2010 19:00:00 +0200 Jenny Weinkopf no 16:19 gold, emerging markets, dept, real estate, credit, Hungary, Franc, appreciation, corporate earnings, second quarter, earnings growth, investment # Economic Calendar Week 27 # China - is the skepticism over the Chinese economy warranted? # Midyear outlook - will the second half be better than the first? # Geopolitics - are financial markets being held hostage by governments? Fri, 02 Jul 2010 19:00:00 +0200 Sandro Merino and Kurt Reiman no 18:10 China, growth, skepticism, transparent, euro zone, recession, recovery, stocks, government, hostage, hedge, Euro # Economic Calendar Week 26 # Chinese theater - what really happens with the yuan? # German strength: does it need the deutschmark again? # Financial markets: why are stocks and bonds pulling in opposite directions? Fri, 25 Jun 2010 19:00:00 +0200 Sandro Merino and Jenny Weinkopf no 14:06 yuan, G20, exchange rates, China, Germany, deutschmark, Euro, imbalances, stocks, bonds, recovery, performance # Economic Calendar Week 25 # Spain - can the country solve its fiscal problems? # Oil spill - could the catastrophe in the Gulf lead to a change in attitudes toward energy use? # G20 - will the Toronto summit set the stage for a sustainable economic recovery? Fri, 18 Jun 2010 19:00:00 +0200 Sandro Merino and Kurt Reiman no 18:21 Spain, public dept, Greece, auction, oil spill, energy, attitude, alternative energy, G20, Toronto, stimulus measures # Economic Calendar Week 24 # Socially responsible investing - is this a sustainable investment approach? # Superstitions - are myths and legends detrimental to investors? # Smart grids - are they the cure-all to the world's electricity needs? Fri, 11 Jun 2010 19:00:00 +0200 Oliver Dettmann and Kurt Reiman no 15:08 Sustainability, SRI, economic crisis, climate change, superstitions, Friday 13th, volatility, investment pattern, smart grids, industrials, electricity, cyclicals # Economic Calendar Week 23 # Water - will greater investment help to improve supplies of this precious resource? # Small businesses: can they navigate rough seas better than larger companies? # Technical analysis: what is a "death cross" and why does it matter? Fri, 04 Jun 2010 19:00:00 +0200 Oliver Dettmann and Kurt Reiman no 16:22 water, ethics, scarcity, desalination, small caps, large caps, return, visibility, technical analysis, death cross, forecast, fundamentals # Economic Calendar Week 22 # Swiss National Bank - what will it do with its stockpile of foreign exchange reserves? # Equity volatility - is the recent surge justified or an overreaction? # China - why has the country's stock market performed so poorly? Fri, 28 May 2010 19:00:00 +0200 Oliver Dettmann and Kurt Reiman no 13:22 Swiss National Bank, foreign exchange reserves, Euro, Swiss Franc, volatility, valuation, earning?s growth, insurance, China, stock market, inflation, performance # Economic Calendar Week 21 # The Euro - does the currency have a future? # Debt crisis - are the biggest currencies now the weakest? # Central bank independence - is this a thing of the past? Fri, 21 May 2010 19:00:00 +0200 Andreas Hoefert and Kurt Reiman no 17:25 euro, future, public dept, crisis, central bank, dollar, pound sterling, dollar weakness, independence, ECB, inflation, asset bubble # Economic Calendar Week 20 # Sovereign credit quality - will AAA ratings become extinct? # Portugal and Spain - are they the next chapters in this unfolding Greek tragedy? # Hard assets - are they really crisis proof? Fri, 14 May 2010 19:00:00 +0200 Klaus Kriesel no 13:51 Credit quality, Great Britain, USA, AAA, Portugal, Spain, public dept, Greece, hard assets, gold, real estate, taxation # Economic Calendar Week 19 # Public debt crisis - what happens if Greece defaults? # International monetary policy - is the system in need of reform? # Latin America - how has the region fared since the financial crisis? Fri, 07 May 2010 19:00:00 +0200 Oliver Dettmann and Kurt Reiman no 13:51 Greece, default, restructuring, haircut, monetary system, mortgage rates, inflation, regulation, commodities, growth, Chile, Brazil # The 2010 World Cup - who will become the world champion? # South Africa's economy - is the country leading the way for Africa? # African investments - is there more at the Cape than just Good Hope? Fri, 30 Apr 2010 19:00:00 +0200 Veronica Weisser and Kurt Reiman no 15:54 2010 World Cup, South Africa, world champion, Brazil, Germany, Italy, USA, Netherlands, England, equity markets, microfinance, economic growth # Economic Calendar Week 17 # Euro - is the common currency in trouble even with a rescue package? # Real estate - could low interest rates generate a new bubble? # Equities - sell in May and go away? Fri, 23 Apr 2010 19:00:00 +0200 Oliver Dettmann and Kurt Reiman no 15:29 Greece, Euro, monetary union, current account deficit, real estate, mortgage rates, recession, bubble, market myths, ratability, season, equities # Economic Calendar Week 16 # Eurozone - has the likelihood of a breakup increased? # Public debt - are governments more a disease than a cure? # IMF - what grade will it give the world economy? Fri, 16 Apr 2010 19:00:00 +0200 Oliver Dettmann and Kurt Reiman no 16:49 Greece, Euro, monetary union, government bonds, public dept, Japan, deflation, inflation, IMF, regulations, banks, stability # Economic Calendar Week 15 # Europe and Asia - are the regions on a path to greater cohesion? # Corporate profits - is the earnings recovery self-sustaining? # Energy sector - is a good defense the best offense? Fri, 09 Apr 2010 19:00:00 +0200 Oliver Dettmann and Kurt Reiman no 17:56 Asien, Europa, Dienstleistung, Industrie, Quartal, Umsatzwachstum, Einsparungen, Aktien, Energie, Risiko, Bewertung, Ölkonzerne # Economic Calendar Week 14 # China - will the US take a tough stance on the yuan? # Drug producers - could reform legislation give the sector a shot in the arm? # Protectionism - will trade barriers undermine globalization? Fri, 02 Apr 2010 19:00:00 +0200 Sandro Merino and Kurt Reiman no 15:31 China, Yuan, manipulation, import, drugs, healthcare reform, cost, earnings, protectionism, globalization, tariffs, barriers # Economic Calendar Week 13 # Swiss franc - will recent strength persist? # Consumer spending - where can investors find the best bargains? # Oil - will strong demand reenergize the outlook? Fri, 26 Mar 2010 19:00:00 +0100 Sandro Merino and Kurt Reiman no 17:50 Euro, Swiss Franc, Dollar, bubble, luxury, consumer staples, stocks, valuation, oil, China, rise, Saudi-Arabia # Economic Calendar Week 12 # Great Britain - how sick is the English patient? # Solar power - is the sun setting on this industry? # Smartphones - will they be a cash cow for the IT industry? Fri, 19 Mar 2010 19:00:00 +0100 Sandro Merino and Kurt Reiman no 16:30 UK, Germany, dept, poll, solar, tariff, efficiency, grid, smartphones, IT, advertisement, facebook # Economic Calendar Week 11 # The euro - where does the problem really lie? # China - is yuan appreciation a cure-all? # Luxury goods - is the outlook bright and shiny again? Fri, 12 Mar 2010 19:00:00 +0100 Andreas Hoefert and Kurt Reiman no 17:03 Greece, Germany, surplus, euro, China, yuan, appreciation, inflation, jewelry, watches, luxury, crisis # Economic Calendar Week 10 # Equity markets - will stocks pay dividends in 2010? # US dollar - is recent strength here to stay? # Consumption - how bright is the outlook for consumers? Fri, 05 Mar 2010 19:00:00 +0100 Oliver Dettmann and Kurt Reiman no 13:59 Risk, valuation, earnings, euphoria, weakness, dept, trade, inflation, consumption, estate, labor, leverage # Economic Calendar Week 9 # Greece and the euro - just how bad is the situation? # Auto sector - has the industry seen its darkest hour? # Social friction - will the high ranks of the unemployed demand change? Fri, 26 Feb 2010 19:00:00 +0100 Andreas Hoefert and Kurt Reiman no 18:24 Greece, dept, PIGS, Japan, auto, Geneva, growth, China, friction, strikes, satisfaction, unemployment # Economic Calendar Week 8 # Canada and Greece: can the 2010 Olympic host teach Olympia a fiscal lesson? # The euro: will the common currency withstand its first major challenge? # Government bonds: are they as safe as investors might think? Fri, 19 Feb 2010 19:00:00 +0100 Andreas Hoefert and Kurt Reiman no 18:15 Canada, Olympics 2010, Greece, fiscal lesson, euro, major challenge, monetary union, Europe, Government bonds, safe investment, risk free investment, common currency # Economic Calendar Week 7 # Exit strategies: are low rates on the way out? # Sovereign credit risk: could fiscal spending derail the recovery? # Commodities: is the latest setback purely temporary? Fri, 12 Feb 2010 19:00:00 +0100 Andreas Hoefert and Kurt Reiman no 19:15 Exit strategy, sovereign credit, Greece, low rates, fiscal spending, Commodities, Gold, Europe, Oil, economic recovery, Government, Emerging Markets # Economic Calendar Week 6 # China and the US - is the relationship symbiotic or dysfunctional? # Asset returns - is it time to become more selective? # Foreign exchange - will the currencies of small countries shine in 2010? Fri, 05 Feb 2010 19:00:00 +0100 Andreas Hoefert and Kurt Reiman no 16:51 China, USA, trade balance, gold, stocks, bonds, asset allocation, US Dollar, Norwegian Kroner, Swiss Franc, Euro # Economic Calendar Week 5 # Unemployment - is the worst over or will the problem linger? # Frontier markets - is there a new opportunity on the horizon? # Monetary policy - are future rate hikes giving equity markets the jitters? Fri, 29 Jan 2010 19:00:00 +0100 Sandro Merino and Kurt Reiman no 17:47 Unemployment, structural unemployment, recession, economic growth, frontier market, emerging market, convergence, world population, rate hikes, ECB, stock market, recovery # Economic Calendar Week 4 # Swiss Franc strength - is the Swiss National Bank powerless to control its currency? # IT - what are the underlying trends supporting the tech sector? # Russia - is the opportunity worth the risk for investors? Fri, 22 Jan 2010 19:00:00 +0100 Sandro Merino and Kurt Reiman no 17:11 Swiss Franc, Euro, appreciation, Swiss National Bank, IT, trend, investment, advertisement, Russia, energy prices, India, China # Economic Calendar Week 3 # China's growth miracle - who reaps the benefits? # Risk-free assets - does such a thing really exist? # Crude oil - are higher prices the result of speculation? Fri, 15 Jan 2010 19:00:00 +0100 Andreas Hoefert and Kurt Reiman no 16:08 China, economic recovery, exports, Yuan appreciation, government bonds, risk, public dept, rating agencies, capital protection, crude oil, price hike, carry trade # Economic Calendar Week 2 # Government deficits - what are the risks to bond investors? # Mergers and acquisitions - could this be a big deal during 2010? # Corporate earnings - are more positive surprises in store for the fourth quarter? Fri, 08 Jan 2010 18:00:00 +0100 Sandro Merino and Kurt Reiman no 14:03 government deficits, tax hikes, inflation, government bonds, mergers and acquisitions, economic cycle, take over candidates, successful mergers, earning season, corporate earnings, price target for equity markets, stock selection # Important releases for 2010 # World Cup and Olympics - is there an investment opportunity in major events? # Paul Samuelson - how will his legacy live on in economics and finance # Performance - will major asset classes follow separate paths in 2010 Fri, 18 Dec 2009 19:00:00 +0100 Andreas Hoefert and Kurt Reiman no 18:21 Olympics, Vancouver, South Africa, FIFA World Cup, Paul Samuelson, market place, John Maynard Keynes, Milton Friedman, gold, cash, asset class, decoupling # Economic Calendar Week 51 # Interest rates - could rate hikes jolt financial markets next year? # Commodities - in what direction are prices headed? # Emerging markets - will higher growth still generate higher returns? Fri, 11 Dec 2009 19:00:00 +0100 Sandro Merino and Kurt Reiman no 18:21 interest rate hikes, central bank, equities, recession, commodities, gold, asset bubble, platinum, emerging markets, currency reserves, economic growth, risk # Economic Calendar Week 50 # 2010 - where are the economy and financial markets headed next year? # Climate change - is Copenhagen the only hope for progress? # Equity styles - is there still value in value investing? Fri, 04 Dec 2009 19:00:00 +0100 Andreas Hoefert and Kurt Reiman no 17:39 economic outlook 2010, central bank, business cycle, public dept, climate chance, Copenhagen, alternative energy, energy efficiency, value investing, growth investing, equity market, profit # Economic Calendar Week 49 # Dubai - are financial markets headed for another crisis? # Gold - speculative bubble or rational expectations? # Free trade - will the recession spark a backlash? Fri, 27 Nov 2009 19:00:00 +0100 Sandro Merino and Kurt Reiman no 16:37 Dubai, financial crises, dept, emerging markets, asset bubble, central banks, WTO, world trade, protectionism, comparative advantage # Economic Calendar Week 48 # The Chinese Yuan - ticking time bomb for the world economy? # 2012 - why the obsession with end-of-world fantasies # Media and Entertainment - are the good times over? Fri, 20 Nov 2009 18:00:00 +0100 Andreas Hoefert and Robin Miranda no 15:45 US Dollar, Yuan, imbalances, appreciation, 2012, Roland Emmerich, Armageddon, Elliot Wave, American Music Award, copyright, Google, innovation # Economic Calendar Week 47 # US Dollar - why is the world's reserve currency getting weaker? # Climate Change and Copenhagen - big results or big bust? # Eastern Europe - still mired in crisis? Fri, 13 Nov 2009 18:00:00 +0100 Andreas Hoefert and Robin Miranda no 17:31 US Dollar, Euro, Yuan, reserve currency, global warming, Copenhagen, carbon trading, Kyoto protocol, Eastern and Central Europe, recession, economic growth, emerging markets # Economic Calendar Week 46 # Germany - is tax reform a good deal? # Asia and Obama - what interests will he pursue? # Money - why don't we know how much there is? Fri, 06 Nov 2009 18:00:00 +0100 Sandro Merino and Robin Miranda no 15:45 Germany, tax cuts, political agenda, dept brake, Asia, Obama, Apec, China, USA, money, asset bubble, shadow money # Economic Calendar Week 45 # Mergers and acquisitions - will companies find good deals? # The printing press - does more money lead to inflation? # Economic outlook - is there more positive news in store? Fri, 30 Oct 2009 18:00:00 +0100 Andreas Hoefert und Kurt Reiman no 15:11 mergers and acquisitions, M&A, business cycle, dept, money supply, inflation, digital deflation, speculative bubble, economic growth, EU, fourth quarter 2009, stimulus package # Economic Calendar Week 44 # Latin America - what's cooking? # Airlines - is the sky the limit? # Global economy - mind the ghosts? Fri, 23 Oct 2009 19:00:00 +0200 Sandro Merino and Robin Miranda no 17:00 US, Switzerland, unemployment, Latin America, Brazil, Airlines, Transportation, Global economy, Halloween, economic recovery, record, Emerging Markets # Economic Calendar Week 43 # Emerging Markets - is India still a bright light for the world economy? # Interest rates - will stocks and bonds remain out of sync - or will they soon re-link? # Commodities - will prices continue to move higher as the economy recovers? Fri, 16 Oct 2009 19:00:00 +0200 Sandro Merino and Kurt Reiman no 19:29 India, emerging markets, inflation, interest rates, stocks, bonds, oil, gold, commodities, economic recovery, China, UK # Economic Calendar Week 42 # Earnings season - are there more positive surprises in store? # Unemployment - how bad can it get? # Climate change - will policies emerge to control greenhouse emissions? Fri, 09 Oct 2009 19:00:00 +0200 Sandro Merino and Kurt Reiman no 15:33 Earnings, earnings season, unemployment, climate change, Copenhagen, Climate Change Conference, USA, Europe, energy efficiency, greenhouse emissions, China # Economic Calendar Week 41 # Markets and the Economy - does the global recovery have feet of clay? # International Monetary Fund - Did it make the grade during the financial crisis? # The Nobel Prize - who will win the 2009 Prize in Economics? Fri, 02 Oct 2009 18:00:00 +0200 Sandro Merino and Robin Miranda no 16:44 markets and the economy, economic outlook, economic growth, International Monetary Fund, Istanbul, Hungary, Island, Nobel Prize, Behavioral Finance, environmental economics, behavior # Economic Calendar Week 40 # European Union and the Euro - could Ireland spark trouble? # Japan - economic problem child or comeback kid? # Stocks - where are they most attractive? Fri, 25 Sep 2009 18:00:00 +0200 Sandro Merino and Robin Miranda no 18:31 German election, Euro, EU, Japan, stocks, Ireland, referendum, real estate market, Yen, aging population, purchasing power, deflation # Economic Calendar Week 39 # Pittsburgh - breakthrough to a new financial system? # US-China trade - is the spat over tires overinflated? # Real estate - does the asset provide shelter in a storm? Fri, 18 Sep 2009 18:00:00 +0200 Andreas Hoefert and Kurt Reiman no 17:36 Pittsburgh, real estate, trade war, regulation, US Federal Reserve, G20, currency reserves, Obama, Sarkosy, manager bonus, SDR # Economic Calendar Week 38 # Business cycle - is the recovery already losing steam? # Cars - is the industry choking on its own fumes? # Global competition: are the fittest countries really the strongest? Fri, 11 Sep 2009 19:00:00 +0200 Andreas Hoefert and Kurt Reiman no 15:16 business cycle, competition, competitiveness, car, auto, automakers, Euro, deflation, recovery, fiscal spending, government bond, inflation, sugar rush recovery, # Economic Calendar Week 37 # USA - can we say goodbye to the world's largest economy? # Infrastructure - is the world a giant construction site? # Carry Trades - will risky investments unbalance the currency markets? Fri, 04 Sep 2009 19:00:00 +0200 Andreas Hoefert and Robin Miranda no 17:22 UBS, Podcast, WMR, USA, America, banks, China, public dept, UK, Japan, gross domestic product, GDP, cut spending, # Economic Calendar Week 36 # Losses - did alternatives to stocks and bonds fall down on the job? # Germany - will the logjam of much-needed reforms break after the election? # G20 - is the end in sight for economic imbalances? Fri, 28 Aug 2009 19:00:00 +0200 Andreas Hoefert and Robin Miranda no 14:48 UBS, Podcast, WMR, Gold, listed real estate, hedge funds, private equity, crisis, diversification, loss, NTAC, Angela Merkel, election # Economic Calendar Week 35 # Cities - where does one get the biggest bang for a buck? # Emerging markets - do people underestimate their potential? # Recovery - will green shoots be followed by the next bubble? Fri, 21 Aug 2009 19:00:00 +0200 Andreas Hoefert and Robin Miranda no 14:53 purchasing power, Zurich, London, purchasing power, retirement, emerging markets, Asian crises, foreign exchange reserves, risky assets, regulation, bubble, departure from a tend # Economic Calendar Week 34 # Stocks - has the train already left the station? # Soybeans, wheat, corn - when is investing in agricultural commodities unethical? # Inflation - a lot of hot air but where is the straight talk? Fri, 14 Aug 2009 19:00:00 +0200 Andreas Hoefert and Klaus Kriesel no 16:05 UBS, Podcast, WMR, wheat, corn, agricultural commodities, ethic, stocks, deflation, prognosis, inflation, economics