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Signal over Noise: Model disabled: What government restrictions of frontier models mean for the equity markets
A US policy restricting access to a cutting edge AI model led to a sudden shutdown for all users last week, raising questions about what AI regulatio…
2 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Rise and fall'
The announcement of an Iran-US deal (to be signed on Friday) has supported risk markets and allowed oil prices to fall moderately. The deal comes bef…
2 months, 1 week ago
Top of the Morning: Fixed Income Strategist - The Lending Powering AI Investment
We discuss the factors that have led to a pronounced repricing of US interest rates, an outlook for monetary policy, and CIO’s current fixed income p…
2 months, 1 week ago
Top of the Morning: Fixed Income Strategist - The Lending Powering AI Investment
We discuss the factors that have led to a pronounced repricing of US interest rates, an outlook for monetary policy, and CIO’s current fixed income p…
2 months, 1 week ago
Washington Weekly Podcast: US-Iran, US trade policy, FISA, & Secure America Act
Shane drops by to update on the latest surrounding a potential deal signing over the weekend to end the US-Iran conflict, along with updates on recen…
2 months, 1 week ago
Washington Weekly Podcast: US-Iran, US trade policy, FISA, & Secure America Act
Shane drops by to update on the latest surrounding a potential deal signing over the weekend to end the US-Iran conflict, along with updates on recen…
2 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Carrying on, without keeping calm'
The expected error from the ECB was accompanied by rhetoric citing concerns about oil price pressures broadening throughout the Eurozone economy. The…
2 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'How bad is the ECB error?'
The ECB is almost certain to commit a policy mistake today. Raising rates will not change Eurozone inflation or inflation expectations. This policy i…
2 months, 1 week ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 65)
On this episode of Viewpoints, with the commencement of the World Cup tournament just days away, Burkhard outlines the economics of soccer and the hi…
2 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Inflation bonanza'
May US headline consumer price inflation is expected to rise as the price of the Iran war is being passed through relatively quickly to consumers. A …
2 months, 1 week ago