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UBS On-Air: Paul Donovan Daily Audio 'Sound and fury'
US President Trump threatened to impose a 50% tariff on US importers of products from Canada, without exempting products covered by the latest iterat…
2 months, 4 weeks ago
Top of the Morning: The AI Economy - A roadmap
As investors now operate within the AI economy, Jason Draho, Head of Asset Allocation Americas and Paul Hsiao, Senior Asset Allocation Strategist Ame…
2 months, 4 weeks ago
Top of the Morning: The AI Economy - A roadmap
As investors now operate within the AI economy, Jason Draho, Head of Asset Allocation Americas and Paul Hsiao, Senior Asset Allocation Strategist Ame…
2 months, 4 weeks ago
Signal over Noise: Why the semiconductor pullback does not mean an AI glut
Semiconductors have seen a drop over the past month, raising the question of whether markets are starting to price in a real AI glut or simply reasse…
2 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'More violence, same response'
Violence has reignited in the Gulf, with Iran firing ballistic missiles at US military bases. Crude oil futures responded; Brent rose to over USD 90 …
2 months, 4 weeks ago
Washington Weekly Podcast: SCOTUS testimony, Confirmation hearings, US-Iran
Following a busy week up on Capitol Hill, Shane reflects on the testimonies of Supreme Court Justices Elena Kagan and Amy Coney Barrett before the Ho…
3 months ago
Washington Weekly Podcast: SCOTUS testimony, Confirmation hearings, US-Iran
Following a busy week up on Capitol Hill, Shane reflects on the testimonies of Supreme Court Justices Elena Kagan and Amy Coney Barrett before the Ho…
3 months ago
Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover…
3 months ago
Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover…
3 months ago
Across the Pond: From conflict to compromise - What a Middle East deal could mean for markets
Hostilities in the Middle East have flared up again, disrupting shipping and renewing concerns about energy prices, inflation, and global growth. But…
3 months ago