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UBS On-Air: Paul Donovan Daily Audio 'They’re back'
US President Trump is proposing new tariffs—an additional 10% for US consumers of goods from most major economies. Someone in the administration seem…
5 hours ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 64)
On this episode of Viewpoints, Burkhard reflects on recent market performance and the momentum of equities, along with the impact of inflation concer…
17 hours ago
UBS On-Air: Paul Donovan Daily Audio 'War and trade war costs'
Another day, another round of Gulf war stories—the latest originated from semi-official Iranian sources, so markets took them more seriously. Iran’s …
1 day, 5 hours ago
Top of the Morning: CIO Strategy Snapshot - What’s driving market performance?
June has commenced and summer is just around the corner. US equities however have not waited for summer to heat up, as the S&P 500 last week complet…
1 day, 16 hours ago
UBS On-Air: Paul Donovan Daily Audio 'Managing a “no deal” world'
Oil prices have edged higher on the lack of any discernible progress toward an Iran-US agreement. As with reports of an imminent deal last week, the …
2 days, 5 hours ago
Signal over Noise: What history tells us about the next market leaders
Every technology shift redraws the market leaderboard. From mainframe to PC, to internet and mobile, history shows it is not only about what stocks t…
2 days, 13 hours ago
Talking Markets Podcast (Gold) with Aakash Doshi of State Street Investment Management
Aakash Doshi, Head of Gold Strategy at State Street Investment Management, drops by the Talking Markets Podcast to outline the investment case for go…
5 days ago
UBS On-Air: Paul Donovan Daily Audio 'Extending the “ceasefire”'
Energy markets gave a cautious response to reports the US and Iran may extend the terms of the “ceasefire”. Key approvals are missing—US President Tr…
5 days, 5 hours ago
Talking Markets Podcast (AI Tech Tour takeaways) with Tony Kim of BlackRock
Tony Kim, Head of the Global Technology Team within the Fundamental Equities division of BlackRock’s Portfolio Management Group, drops by the Talking…
6 days, 2 hours ago
UBS On-Air: Paul Donovan Daily Audio 'Firing, not ceasing'
In the past day, the US fired on Iran, Iran fired on Kuwait, Israel fired on Lebanon, US President Trump threatened to “blow up” Oman. The US adminis…
6 days, 5 hours ago