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UBS On-Air: Paul Donovan Daily Audio 'Spin and substance'
July US producer price data did nothing to change economists’ outlook for the Federal Reserve. Lettuce prices collapsed 72% from the previous month—t…
2 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 70)
Following another busy week of corporate earnings releases and equities reaching all-time-highs, Burkhard weighs equity valuations, whether the data-…
2 months ago
UBS On-Air: Paul Donovan Daily Audio 'After the data'
The July US consumer price inflation data was as expected. This allowed headline writers to wax lyrical about “easing pressures on the US Federal Res…
2 months ago
Talking Markets Podcast - Muni Market Mid-Year Check-up with Eric Kazatzky of MacKay Shields
Eric Kazatzky is a Managing Director and Client Portfolio Manager at MacKay Shields (an affiliate of New York Life Investment Management). As we’re …
2 months ago
UBS On-Air: Paul Donovan Daily Audio 'Rolling the inflation dice'
Today's US July consumer price inflation data will be less precise than in the past. There are more gaps in the data, and those gaps are filled by (e…
2 months ago
Top of the Morning: Hedge Funds - Themes, performance update & outlook
Dan and Sean drop by for a hedge fund performance update and outlook. We discuss the year-to-date evolution of risk and capital deployment, common t…
2 months ago
UBS On-Air: Paul Donovan Daily Audio 'Oil bubbles up again'
The crude oil price is creeping toward USD 90 per barrel. US President Trump responded to Iran’s demands for reparations by demanding Iran pay repara…
2 months ago
Top of the Morning: CIO Strategy Snapshot - Market drivers
There are no signs of a summer slowdown for equity, bond, and forex markets as factors such as corporate earnings, economic data, AI developments, an…
2 months, 1 week ago
Fixed Income Conversation Corner with Phoebe White (UBS Group Research) and Leslie Falconio (UBS CIO)
A wide-ranging conversation on the current rate environment, the road ahead for monetary policy, and the landscape for broader fixed income investing…
2 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Another (downward) inflation surprise'
China’s July consumer and producer price inflation were lower than expected. China’s domestic prices have a weak relationship with export prices, and…
2 months, 1 week ago