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UBS On-Air: Paul Donovan Daily Audio 'Four billion dollars'
US Treasury Secretary Bessent declared the proposed Treasury buybacks could be four billion dollars. Bond investors seem to feel that four billion do…
1 month, 3 weeks ago
How should I be positioned? with Matt McLennan (First Eagle) and Jason Draho (UBS CIO)
Matt drops by UBS Studios in New York to rejoin Jason for a wide-ranging conversation which spans the US macroeconomic environment, equity market per…
1 month, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Policy whack-a-mole'
The announcement that the US Treasury would “at least double” purchases of long-term US government bonds sparked a rally; 10-year yields fell to leve…
1 month, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'All about inflation'
Tensions in the Gulf continue, and crude oil futures remain over USD 90 per barrel. This has reignited some inflation concerns. The fact that consume…
1 month, 4 weeks ago
Sustainable Investing Perspectives: Investing through a social lens
This month’s episode focuses on investing through a social lens, bringing together experts from UBS Global Wealth Management and Community Capital Ma…
1 month, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Back up'
The Brent benchmark oil future is back above USD 90 per barrel. The US-Iran truce covered by the “memorandum of understanding” expired yesterday and …
1 month, 4 weeks ago
Top of the Morning: CIO Strategy Snapshot - Holland days
We are in the home stretch of peak summer vacation season and that has translated to a calm in the markets. Economic data, however, continues to rol…
2 months ago
UBS On-Air: Paul Donovan Daily Audio 'Growth and delays'
Japan’s preliminary second-quarter GDP data was weaker than expected—though the headline changes were exaggerated by the fiction of annualization. Co…
2 months ago
Signal over Noise: Beware of the AI factor in your portfolio: the Illusion of diversification
AI is blurring the lines between asset classes, creating correlated exposures where portfolios may appear diversified on the surface. This episode co…
2 months ago
How should I be positioned? with Richard Bernstein (Janus Henderson) and Jason Draho (UBS CIO)
Rich rejoins for a wide-ranging conversation with Jason that covers equity valuations, Q2 earnings reflections, Fed monetary policy, the US macroecon…
2 months ago