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UBS On-Air: Paul Donovan Daily Audio 'War and long-term economics'
Near term, the rise in oil and gas prices are not yet economically threatening (they would need to stay high for longer). Dollar strength may be less…
3 months ago
Top of the Morning: Geopolitical update, Energy prices, & Market implications
Following this weekend’s developments in the Middle East (still ongoing), Shane Lieberman, Senior Governmental Affairs Advisor, Jay Dobson, Energy an…
3 months ago
UBS On-Air: Paul Donovan Daily Audio 'Economic impacts'
Events in the Gulf make dramatic viewing. The humanitarian cost of war is always horrible. The economics of the current situation are less dramatic. …
3 months ago
Signal over Noise with Ulrike Hoffmann-Burchardi
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities fo…
3 months ago
KKR and UBS views on public and private markets
Solita Marcelli, Global Head of Investment Management at UBS GWM, & Henry McVey, Head of Global Macro and Asset Allocation, and CIO of KKR’s Balance …
3 months ago
Top of the Morning: Fixed Income - Keeping a credit eye on AI
We discuss how artificial intelligence (AI) is impacting credit markets, along with the drivers behind fixed income sector performance throughout Feb…
3 months, 1 week ago
Top of the Morning: Chips Ahoy - The semiconductor
The 250 years of US innovation publication series highlights examples of how transformational innovation has been an engine of US economic growth sin…
3 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Inflation (but not the really exciting sort)'
Assorted provinces of the Euro empire will be releasing their flash February consumer price inflation data. There is little expectation for any drama…
3 months, 1 week ago
How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)
Torsten rejoins Jason to exchange thoughts on the health and direction of the U.S. economy, the road ahead for monetary policy (along with the implic…
3 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'More tariff threats?'
The Bank of Korea left rates unchanged, as every economist predicted. There was forward guidance (regrettably, the Bank of Korea likes the Federal Re…
3 months, 1 week ago