Podcast appearances and mentions of luke kawa

Inflazione in calo, avvio della politica monetaria espansiva, ripresa dei consumi e del settore manifatturiero, valutazioni dei titoli vicini ai minimi storici rispetto alle azioni globali: sono tutti fattori che creando un contesto “straordinariamente positivo per gli asset rischiosi europei”.Ne sono convinti Evan Brown e Luke Kawa di UBS Asset Management, che confermano per ilperiodo estivo il sovrappeso sulle azioni europee e sul credito, i cui spread pur essendo storicamente ristretti, offrono ancora una maggiore protezione rispetto alle controparti statunitensi.

It's really been an extraordinary year for markets and the economy. Stocks are down, particularly, growth stocks which have gotten clobbered. Treasuries are down. Inflation is hotter than it's been in years. For the first time in ages, the Fed is hiking aggressively, having just moved by 50 basis points, with premises to do more. Plus there's a host of other shocks we're experiencing from the ongoing effects of the pandemic, the invasion of Ukraine, and the hard lockdowns in China. So how to make sense of it all? On this episode we speak with Neil Dutta, Head of Economics at Renaissance Macro Research and Luke Kawa, Allocation Strategist at UBS Asset Management, to make sense of what's going on, and what to watch next.  See omnystudio.com/listener for privacy information.

UBS Asset Management strategist Luke Kawa joined this week's “What Goes Up” podcast to discuss his team's outlook for 2022, as well as the market's reaction to plans by the Federal Reserve to reduce asset purchases and eventually raise interest rates. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bill Dudley, Bloomberg Opinion Columnist & Former Federal Reserve Bank of New York President, says not to put to much weight on what one individual Fed president says. Danny Blanchflower, Dartmouth Professor of Economics and former BOE Monetary Policy Committee Member, says the Fed and the Bank of England have been struggling in the dark. Luke Kawa, UBS Asset Management Asset Allocation Strategist, expects an attractive dip in the markets to buy in the coming weeks. Terry Haines, Pangaea Policy Founder, says there is about a 75% chance congress reaches a deal on infrastructure. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bill Dudley, Bloomberg Opinion Columnist & Former Federal Reserve Bank of New York President, says not to put to much weight on what one individual Fed president says. Danny Blanchflower, Dartmouth Professor of Economics and former BOE Monetary Policy Committee Member, says the Fed and the Bank of England have been struggling in the dark. Luke Kawa, UBS Asset Management Asset Allocation Strategist, expects an attractive dip in the markets to buy in the coming weeks. Terry Haines, Pangaea Policy Founder, says there is about a 75% chance congress reaches a deal on infrastructure. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Hosts Jonathan Ferro and Guy Johnson speak with Marcus Ashworth, Bloomberg Opinion Columnist, and Luke Kawa, Bloomberg Cross Asset Reporter, about the U.K. coronavirus response, and the latest moves in markets.

Mohamed El-Erian, Allianz Chief Economic Adviser & Bloomberg Opinion Columnist, foresees a "whatever it takes" approach for central banks. Francisco Blanch, Bank of America Global Head of Commodities & Derivatives Research, says brent oil could dip into the $20s. John Wraith, UBS Head of U.K. Rates Strategy, says the markets are anticipating rates getting close to zero. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, says panicked behavior creates opportunity for investors. Luke Kawa, Bloomberg Corss-Asset Reporter, discusses volatility in the U.S. 10-year yield. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Hosts Jonathan Ferro and Guy Johnson speak with Michael Mckee, Bloomberg's International Policy & Economics Editor, and Luke Kawa, Cross Asset Reporter for Bloomberg. They discuss possible policy action from the Federal Reserve in response to the coronavirus outbreak and the stock market sell-off, as well as the drop in the 10-year treasury yield.

Hosts Jonathan Ferro and Guy Johnson speak with Michael Hewson, Chief Market Analyst for CMC Markets in London, and Luke Kawa, Cross Asset Reporter for Bloomberg. Some topics include UBS naming a new CEO, Morgan Stanley agreeing to buy discount brokerage E*Trade, and a preview of Euro-area PMIs.

Hosts Jonathan Ferro and Guy Johnson speak with Tim Craighead, Senior European Strategist for Bloomberg Intelligence, about the coronavirus and Brexit. They also speak with Luke Kawa, Cross Asset Reporter for Bloomberg about Tesla and the Iowa Caucus.

Hosts Jonathan Ferro and Guy Johnson speak with Tim Craighead, Senior European Strategist for Bloomberg Intelligence, about the coronavirus and Brexit. They also speak with Luke Kawa, Cross Asset Reporter for Bloomberg about Tesla and the Iowa Caucus.

Hosts Jonathan Ferro and Guy Johnson speak with Paul Dobson, European Markets Managing Editor, and Luke Kawa, Bloomberg Cross Asset Reporter. They discuss the global market impact from the spread of the coronavirus, the Fed's balance sheet, and preview earnings from Apple. Plus, President Trump delivers joint remarks with Israel Prime Minister Benjamin Netanyahu.

Hosts Jonathan Ferro and Guy Johnson speak with Marcus Ashworth, Bloomberg Opinion Columnist, and Luke Kawa, Cross-Asset Reporter for Bloomberg, about the prospect of a rate cut from the Bank of England, the US-China “phase one” trade deal, and the U.S. Democratic Presidential Race.

Hosts Jonathan Ferro and Guy Johnson speak with Paul Dobson, Bloomberg European Markets Managing Editor, and Luke Kawa, Cross-Asset Reporter at Bloomberg News, about the market reaction to heightened tensions between the United States and Iran, as well as the outlook for the Federal Reserve amid geopolitical risk.

Hosts Jonathan Ferro and Guy Johnson speak with Paul Dobson, European Markets Managing Editor about the markets and Euro-area manufacturing. They also spoke with Luke Kawa, Cross-asset reporter at Bloomberg News, about the U.S markets in 2020, and the Fed.

Hosts Jonathan Ferro and Guy Johnson spoke with Marcus Ashworth, Bloomberg Opinion Columnist and Luke Kawa, Cross-asset reporter at Bloomberg News. They discussed EU tariffs, manufacturing, trade with China, the bond market, Brexit and earnings.

Despite -99% returns, burning through billions, and the occasional controversy, exchange-traded products (ETPs) that track a volatility index called the VIX are flirting with record flows and volume this year thanks to a loyal audience of traders who love their jackpot potential. On this episode of Trillions, Greg King, who was behind some of the most popular products before founding Rex Shares, and Luke Kawa of Bloomberg News, who often writes about volatility, join Joel and Eric for the ultimate power-tool discussion. The group gives an overview of what investors need to know about the products, how they gained some infamy with the 2018 termination of XIV, and some developments to look out for.See omnystudio.com/listener for privacy information.

Hosts Jonathan Ferro and Guy Johnson spoke with Erik Nielsen, Group Chief Economist at UniCredit and Marcus Ashworth, Bloomberg Opinion Columnist, about Brexit and the ECB. Jon and Guy also spoke with Luke Kawa, Cross-asset reporter at Bloomberg News, for the latest on markets.

Hosts Jonathan Ferro and Guy Johnson spoke with Marcus Ashworth, Bloomberg Opinion Columnist, and Luke Kawa, Cross-asset reporter at Bloomberg News. They discussed Brexit, ECB President Mario Draghi's last meeting, the Federal Reserve, trade, and the week ahead.

Hosts Jonathan Ferro and Guy Johnson spoke with Marcus Ashworth, Bloomberg Opinion Columnist, and Luke Kawa, Cross-asset reporter at Bloomberg News. They discussed the latest trade developments, Brexit, WeWork, and upcoming bank earnings.

Hosts Jonathan Ferro and Guy Johnson spoke with Michael Hewson, Chief Market Analyst for CMC Markets in London and Luke Kawa, Cross-asset reporter at Bloomberg News. They discussed manufacturing and services numbers, comments from Chicago Fed President Charles Evans, a preview of the payrolls number, and the markets.

Hosts Jonathan Ferro and Guy Johnson spoke with Paul Dobson, European Markets Managing Editor, and Luke Kawa, Cross-asset reporter at Bloomberg News. They discussed oil, the Federal Reserve beginning their two day meeting today, Brexit and WeWork.

Hosts Jonathan Ferro and Guy Johnson spoke with Marcus Ashworth, Bloomberg Opinion Columnist, and Luke Kawa, Cross-asset reporter at Bloomberg News. They discussed markets, Brexit, previewed the ECB meeting later this week, China data, and the week ahead.

Hosts Jonathan Ferro and Guy Johnson speak with Paul Dobson, European Markets Managing Editor on Italian Prime Minister Giuseppe Conte handing his resignation to the Italian President. They also speak with Luke Kawa, Cross-asset reporter at Bloomberg News about Federal Reserve Chairman Jerome Powell's upcoming speech in Jackson Hole.

Hosts Jonathan Ferro and Guy Johnson spoke with Marcus Ashworth, Bloomberg Opinion Columnist, and Luke Kawa, Cross-asset reporter at Bloomberg News. They discussed trade, a global manufacturing slump, leaders in the EU failing to agree on who would take the bloc's top leadership positions, and U.S. eco data.

Hosts Jonathan Ferro and Guy Johnson speak with Marcus Ashworth, Bloomberg Opinion Columnist, about the latest with the markets and UK GDP. They also speak with Luke Kawa, Cross-asset reporter at Bloomberg, about President Trump's decision not to impose tariffs on Mexico.

Host Jonathan Ferro spoke with Andy Cinko, Editor and Blogger for Markets Live, about tariffs on Mexican goods and the Federal Reserve. Jon also spoke with Luke Kawa, Cross-asset reporter at Bloomberg News, about markets and the week ahead.

Hosts Jonathan Ferro and Guy Johnson spoke with Michael Hewson, Chief Market Analyst for CMC Markets in London, about tariffs, the EU's crackdown on collusion and European politics. Jon and Guy also spoke with Luke Kawa, Cross-asset reporter at Bloomberg News, about Huawei, earnings and the week ahead.

Hosts Jonathan Ferro and Guy Johnson spoke with Paul Dobson, European Markets Managing Editor, about trade talks, the EU slashing its growth forecasts for the euro area and its projection for Germany, and Turkey. Jon and Guy also spoke with Luke Kawa, Cross-asset reporter at Bloomberg News, about the Federal Reserve, oil and the week ahead.

Host Jonathan Ferro spoke with Luke Kawa, Cross-asset reporter at Bloomberg News, about U.S. GDP and earnings. Jon also spoke with Michael McKee, international economics and policy correspondent for Bloomberg, about trade talks and the week ahead. Nick Maroutsos, Janus Henderson Investors Co-Head of Global Bonds, to discusses the Fed's next moves. Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, discussed the evolution of IPO's in the last decade.

Hosts Jonathan Ferro and Guy Johnson speak with Marcus Ashworth, Bloomberg Opinion Columnist, about trade, Volkswagen, and bank earnings. They also talk with Luke Kawa, Cross-asset reporter at Bloomberg News, about Fed independence, and look at the week ahead.

Host Jonathan Ferro spoke with Marcus Ashworth, Bloomberg Opinion Columnist, to get the latest Brexit developments and preview the ECB meeting later this week. Jon also spoke with Luke Kawa, Cross-asset reporter at Bloomberg News, to discuss the week ahead and Luke's story on the ECB buying stocks.

Hosts Jonathan Ferro and Guy Johnson spoke with Ken Veksler, Director at Accumen Management, about Brexit and the WTO's trade projections. Jon and Guy also spoke with Luke Kawa, Cross-asset reporter at Bloomberg News, about trade and the week ahead.

Host Guy Johnson spoke with Therese Raphael, Bloomberg Opinion editor, about the latest Brexit developments. Richard Jones, Bloomberg FX and Rates Strategist, discussed Turkey and comments from ECB chief economist, Peter Praet. Guy also spoke with Michael Regan, Senior Editor and Lead Blogger for Markets Live, and Luke Kawa, Cross-asset reporter at Bloomberg News, about unicorn IPO's, trade talks and the week ahead.

Host Guy Johnson spoke with Marcus Ashworth, Bloomberg Opinion Columnist, and Alastair McCaig, Director of Investment Management at Fern Wealth, about Brexit, German industrial production, and a possible merger of Deutsche Bank and Commerzbank. Ben Katz, aerospace and aviation reporter for Bloomberg News, discussed the latest Boeing news. Guy also spoke with Katherine Greifeld, FX and rates reporter, and Luke Kawa, Cross-asset reporter at Bloomberg News, about U.S. retail sales and the week ahead.

Hosts Jonathan Ferro and Guy Johnson spoke with Luke Kawa, Cross-asset reporter at Bloomberg News, about trade talks and China's National People's Congress. Jon and Guy also spoke with Romaine Bostick, markets correspondent for Bloomberg, about markets and the week ahead.

Hosts Jonathan Ferro and Guy Johnson spoke with Richard Jones, Bloomberg FX and Rates Strategist, about U.S. China trade talks, the Federal Reserve and markets. Jon and Guy also spoke with Luke Kawa, Cross-asset reporter at Bloomberg News, about Uber and Tesla.

Jonathan Ferro and Guy Johnson are joined by Marcus Ashworth and Luke Kawa to talk about trade, Soc Gen, US China trade and Kraft Heinz.

Host Jonathan Ferro and Guy Johnson spoke with Marcus Ashworth, Bloomberg Opinion Columnist, about trade and a possible Deutsche Bank merger. Jon and Guy also spoke with Luke Kawa, Cross-asset reporter for Bloomberg News, about markets and the Federal Reserve.

Hosts Jonathan Ferro and Guy Johnson spoke with Michael Hewson, Chief Market Analyst for CMC Markets in London, about Brexit and global growth. Jon and Guy also spoke with Luke Kawa, Cross-asset reporter at Bloomberg News, about the U.S. government shutdown, earnings, and the week ahead.

Hosts Jonathan Ferro and Guy Johnson speak with Alastair McCaig Director of Investment Management at Fern Wealth, and Luke Kawa, Cross-asset reporter at Bloomberg News, about UK Prime Minister Theresa May's no confidence vote.

Alan Ruskin, Deutsche Bank Securities Managing Director & Chief International Strategist, says market participants seem to expect volatility to be sticky for a while. Luke Kawa, Bloomberg Cross-Asset Reporter, says markets are pricing in some kind of inflection point for the Fed over the next two years. Danny Blanchflower, Dartmouth Professor & Former BOE Monetary Policy Committee Member, defines the current situation of the U.K. as one of "chaos" and "rage". Julia Coronado, Macropolicy Perspectives Founder, explains that technology is a deflationary force. Baroness Helena Kennedy, House of Lords Member, remarks that the Irish border question was not in the mind of the voters when the Brexit referendum took place.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

(Bloomberg) -- Hosts Jonathan Ferro and Guy Johnson spoke with Alastair McCaig, Director of Investment Management at Fern Wealth, about Prime Minister Theresa May meeting with her U.K Cabinet on Brexit and German GDP. They also spoke with Luke Kawa, Cross-asset reporter at Bloomberg News, about the U.S markets and trade.

Host Jonathan Ferro spoke with Marcus Ashworth, Bloomberg Opinion Columnist, and Cameron Crise, Macro Strategist for Bloomberg, about Italy, Daimler, and China. Jonathan also spoke with Vincent Cignarella, Bloomberg's Macro Strategist, and Luke Kawa, Cross-asset reporter at Bloomberg News, about Tesla, U.S. leveraged loans, and the week ahead.

Hosts Jonathan Ferro and Guy Johnson spoke with Alastair McCaig, Director of Investment Management at Fern Wealth, about Brexit, Saudi Arabia, and the Federal Reserve. Jonathan and Guy also spoke with Luke Kawa, Cross-asset reporter at Bloomberg News, about Netflix, Uber, and Canada legalizing marijuana.

Host Jonathan Ferro spoke with Joe Weisenthal, executive editor of news for Bloomberg Digital and co-anchor of "What'd You Miss?", and Luke Kawa, Cross-asset reporter at Bloomberg News, about markets and the Fed. Jonathan also spoke with Vincent Cignarella, Bloomberg's Macro Squawk Analyst in NY, and Romaine Bostick, markets correspondent for Bloomberg, about bank earnings.

Host Jonathan Ferro spoke with Joe Weisenthal, executive editor of news for Bloomberg Digital and co-anchor of "What'd You Miss?", and Luke Kawa, Cross-asset reporter at Bloomberg News, about the VIX futures curve and Tesla. Jonathan also spoke with Vincent Cignarella, Bloomberg's Macro Squawk Analyst in NY, and Sarah Ponczek, Cross-Asset reporter for Bloomberg, about the bond market.

Host Jonathan Ferro spoke with Paul Dobson, European Markets Managing Editor, and Sunil Kesur, Bloomberg's Macro Squawk Analyst in London, about the Federal Reserve and Italy. Jonathan also spoke with Lisa Abramowicz, host of Bloomberg Markets in the U.S., and Luke Kawa, Cross-asset reporter at Bloomberg News, about the Senate Judiciary hearings with Judge Brett Kavanaugh, and a survey by the World Trade Organization.

Host Jonathan Ferro spoke with Joe Weisenthal, executive editor of news for Bloomberg Digital and co-anchor of "What'd You Miss?", and Luke Kawa, Cross-asset reporter at Bloomberg News, about Brexit and Jeff Sessions. Jonathan also spoke with Vincent Cignarella, Bloomberg's Macro Squawk Analyst in NY, and Lananh Nguyen, Bloomberg FX bond reporter, about Tilray and the week ahead.

Host Jonathan Ferro spoke with Joe Weisenthal, executive editor of news for Bloomberg Digital and co-anchor of "What'd You Miss?", and Luke Kawa, Cross-asset reporter at Bloomberg News, about Ray Dalio, the Trump Trade, and markets. Jonathan also spoke with Vincent Cignarella, Bloomberg's Macro Squawk Analyst in NY, and Sarah Ponczek, Cross-Asset reporter for Bloomberg, about Mark Carney and the week ahead.