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 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