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UBS On-Air: Paul Donovan Daily Audio 'Prices and productivity'
Federal Reserve Chair Warsh testified to Congress—at times sounding like a Bundesbank member, with a vehement denunciation of inflation. Warsh was ke…
2 months, 2 weeks ago
Fixed Income Conversation Corner with Matt Brill (Invesco) and Leslie Falconio (UBS CIO)
A wide-ranging conversation on the landscape for broader fixed income investing and credit markets, including performance drivers, risk consideration…
2 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Back on the see-saw'
Oil prices moved to the lows of last Tuesday after a flurry of activity over the weekend. US President Trump called off military strikes against Iran…
2 months, 2 weeks ago
Signal over Noise: AI trade at a crossroads—how to position for volatility ahead
AI capabilities are advancing rapidly, supporting long-term demand for intelligence, but the path from innovation to deployment is becoming more unev…
2 months, 2 weeks ago
Washington Weekly Podcast: Geopolitical & Capitol Hill round-up
As the US-Iran conflict widens across the region, Shane updates on this week’s developments and how the conflict could evolve over the near-term. We…
2 months, 2 weeks ago
Top of the Morning: The evolution of Emerging Markets
A look at the factors behind the outperformance of emerging market assets over the past year, along with how the rise of AI and semiconductors has ch…
2 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'How to conduct monetary policy'
Japan’s Ministry of Finance seemingly intervened in foreign exchange markets in defense of the yen. Such attempts to prop up a currency’s level only …
2 months, 2 weeks ago
Top of the Morning: FOMC - Warsh signals a period of watchful thinking
Andrew drops by the studio for an assessment of this week’s July FOMC meeting statement, and Q&A session with Chairman Kevin Warsh. We also discuss …
2 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'What was Warsh thinking?'
The Federal Reserve left interest rates (and the accompanying policy “statement”) unchanged yesterday. Fed Chair Warsh appeared to try and speak to s…
2 months, 2 weeks ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 68)
Burkhard drops by to share his thoughts on the pattern with oil prices and the US-Iran conflict, how this week’s FOMC meeting outcome could set the t…
2 months, 2 weeks ago