Paul Hsiao

Join Paul Hsiao, an expert Asset Allocation Strategist at UBS, as he navigates the intricate landscape of the U.S. economy. He dissects the impacts of the ongoing government shutdown on economic activity and consumer confidence. Hsiao also reveals concerning trends in the labor market, highlighting weakening job growth and alternative indicators. With insightful predictions for Fed monetary policy, he anticipates rate cuts into 2026, emphasizing significant personnel changes at the Fed and their implications for the market.

Paul Hsiao, asset allocation strategist and author of the CEO Macro Briefing Book, offers concise macro and geopolitical perspectives. He surveys the U.S. economic backdrop and labor market. He explores Middle East conflict impacts on oil, supply chains, and costs. He outlines how AI may broaden beyond hyperscalers into healthcare, finance, and consumer firms and touches on near-term election-driven market effects.

Paul Hsiao, Asset Allocation Strategist at UBS, shares his insights on the market and macroeconomic landscape heading into Q4 2025. He discusses the impressive momentum in U.S. equities and addresses concerns about valuations, especially influenced by the MAG-7 stocks. Paul also examines the implications of upcoming government policies on small businesses and highlights the likely shift towards pro-growth strategies. Additionally, he explores the evolving monetary policy landscape and its impact on market expectations.

Paul Hsiao, an Asset Allocation Strategist for the Americas at UBS, discusses critical themes for business owners in late 2025. He explores the impact of a shifting macroeconomic landscape, including policy convergence, new tariffs, and inflation. The conversation highlights navigating economic resilience despite high interest rates, the evolving dealmaking environment with a focus on AI-driven acquisitions, and the implications for future investments. Paul's insights are invaluable for anyone looking to make informed decisions in a complex economic climate.

Join Paul Hsiao, Asset Allocation Strategist for the Americas at UBS, as he uncovers key insights from his CEO Macro Briefing Book on tax and economic ramifications stemming from recent legislation. He discusses critical strategies for business owners, including tax benefits like 100% bonus deductibility. Hsiao also tackles how current policies influence succession planning and the need for long-term fiscal strategies amidst rising inflation. Tune in for valuable perspectives on navigating the complex tax landscape.