Podcast Episodes
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UBS On-Air: Paul Donovan Daily Audio 'Paying for power'
Taiwan has made an agreement with the US that will see US importers paying a 15% tariff on Taiwanese products. The 15% number might have additional s…
7 hours ago
Top of the Morning: POTUS 47 - Housing, Geopolitics, Trade, FOMC, Gov’t shutdown
Kurt Reiman, Head of Fixed Income Americas, and Shane Lieberman, Senior Governmental Affairs Advisor, provide a comprehensive update on a range of ti…
20 hours ago
UBS On-Air: Paul Donovan Daily Audio 'Trade details'
UK monthly GDP data was stronger than expected, and revised stronger for the previous month—but the monthly GDP data is economists’ version of white …
1 day, 7 hours ago
Macro Monthly Podcast with UBS Asset Management
Join Evan Brown, Head of Multi-Asset Strategy and Portfolio Manager, for an assessment of the current macro and market environment as we have entered…
1 day, 23 hours ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 56)
Are there reasons for staying bullish on the markets entering 2026? Burkhard has twelve, and we cover a handful of them on the first episode of View…
2 days, 2 hours ago
UBS On-Air: Paul Donovan Daily Audio 'Pricing imprecision'
US December consumer price inflation is not likely to push the Federal Reserve into cutting rates immediately. The numbers were not especially threat…
2 days, 7 hours ago
Top of the Morning: Munis 2026 Outlook - On a strong foundation
The CIO municipal research team drops by to share a 2026 muni market outlook, along with their performance expectations across muni sub-sectors. Fea…
2 days, 19 hours ago
Top of the Morning: CIO Strategy Snapshot - Starting with a bang
We start the week by reflecting on market performance in the early days of 2026, along with last week’s flurry of policy announcements and economic d…
3 days, 23 hours ago
UBS On-Air: Paul Donovan Daily Audio 'Prosecuting policy'
The US Department of Justice launched a criminal investigation into the Federal Reserve and Fed Chair Powell. In an unusually explicit statement, Pow…
4 days, 7 hours ago