UBS On-Air: Paul Donovan Daily Audio 'Market moves more than economic shifts'
About this episode
The episode discusses the recent weakening of bond and equity markets in Asia and the general sense of increasing risk without a single identifiable cause.
Bond and equity markets have weakened in Asian trading. There seems to be no single cause, rather a general sense of increasing risk. Economically, the drop in equities is not that significant—in theory, there might be negative wealth effects, but this is too small a move and most consumers have been relying on lowering savings rates, not equity liquidation to finance their consumption.
People in this episode
Host: Paul Donovan
Topics covered
- market moves
- economic shifts
- bond markets
- equity markets
- risk assessment
Keywords
- bond markets
- equity markets
- economic shifts
- risk
- wealth effects
Mentioned in this episode
Organizations: UBS
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