Shane Lieberman

Kurt Ryman, Head of Fixed Income Americas, gives portfolio and macro positioning color. Jay Dobson, Energy and Utilities Equity Strategist, breaks down oil market moves and supply-chain risks. Shane Lieberman, Senior Governmental Affairs Advisor, explains recent U.S.-Iran actions and regional political fallout. They discuss market reactions, oil price drivers, and implications for positioning in short, sharp takes.

Shane Lieberman, Senior Governmental Affairs Advisor who analyzes U.S. political developments and market impacts. He discusses the administration’s push to reopen the Strait of Hormuz and related military posture. He covers DHS funding negotiations, confirmation dynamics, and proposals to fund parts of DHS separately. He also reviews the prospects and complications around the SAVE America Act.

Shane Lieberman, Senior Governmental Affairs Advisor at UBS who analyzes U.S. policy, weighs in on President Trump’s Davos remarks and why Greenland grabbed attention. He discusses U.S. negotiation priorities like bases, critical minerals, and Arctic shipping. Shane also reviews where Capitol Hill stands on appropriations and the main risks that could trigger a partial government shutdown.

Shane Lieberman, Senior Governmental Affairs Advisor at UBS, shares his expertise on critical geopolitical issues. He discusses the latest peace efforts in the Russia-Ukraine conflict, including a new peace plan and troop caps. Shane also delves into escalating U.S.-Venezuela tensions and narco-terrorism. As Congress prepares for year-end priorities, he highlights funding deadlines, health care subsidy debates, and the expected passage of the National Defense Authorization Act amidst rising affordability concerns.

Shane Lieberman, Senior Governmental Affairs Advisor at UBS, dives into the urgent landscape of government funding as the shutdown deadline looms. He discusses the contentious National Defense Authorization Act and highlights the bipartisan rifts complicating discussions. Lieberman also sheds light on the backlog of Trump administration nominations and potential rule changes. Plus, he explores the U.S. government's new trend of taking equity stakes in private companies, revealing the implications for the defense industry and economic policy.

Shane Lieberman, Senior Governmental Affairs Advisor at UBS, shares insights on the recent UK state visit by President Trump, highlighting significant $200 billion tech and energy deals, including commitments to AI and small nuclear reactors. He dives into the Trump administration's plans to privatize government-sponsored entities like Fannie Mae and Freddie Mac, discussing potential pushback and the looming risks of a government shutdown. Shane's expertise sheds light on the evolving landscape of U.S. policy and funding negotiations.

Shane Lieberman, a Senior Governmental Affairs Advisor, shares his insights on several pressing issues impacting the U.S. political landscape. The discussion unpacks the latest assassination attempt on former President Trump and its implications for security. Lieberman also tackles the complicated negotiations in Congress for a government funding bill, highlighting fears of a shutdown. Additionally, they explore bipartisan efforts aimed at regulating U.S.-China relations and dive into the latest polling trends shaping the 2024 presidential election.

Shane Lieberman, Senior Governmental Affairs Advisor at UBS, outlines back-channel diplomacy and fragile ceasefire dynamics. Kurt Reiman, Head of Fixed Income Americas, discusses portfolio positioning amid geopolitical volatility and oil-driven central bank implications. They also touch on early U.S. midterm signals and how election scenarios could shape markets.

Shane Lieberman, a Senior Governmental Affairs Advisor at UBS, dives into the current U.S. government shutdown, detailing which federal services are still operational and the impact on the workforce. He outlines the political maneuvering that keeps negotiations alive, highlighting tactics used by Republicans. The discussion also covers rising tensions in U.S.-China trade, including China's rare earths restrictions and tariff threats. Shane emphasizes market reactions and the uncertain prospects for a potential summit between Xi and Trump.

Shane Lieberman, a Senior Governmental Affairs Advisor at UBS, shares his insights on the current U.S. government shutdown and its broad implications. He discusses which services remain operational and the potential impact on federal paychecks. Shane also highlights the recent Oval Office announcement on drug pricing, particularly a deal with Pfizer that includes tariff relief in exchange for price reductions. He anticipates that other drugmakers may follow suit with similar agreements, stirring significant changes in the pharmaceutical landscape.