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Washington Weekly Podcast: Primary elections, Legislative agenda, Geopolitics
Shane drops by to recap this week’s primary election outcomes, and shares thoughts on potential outcome scenarios for the November mid-term elections…
2 months, 2 weeks ago
Top of the Morning: May Jobs Report takeaways
Andrew Dubinsky, Senior US Economist from the UBS Chief Investment Office, drops by on this jobs Friday to reflect on the May employment report and t…
2 months, 2 weeks ago
Top of the Morning: May Jobs Report takeaways
Andrew Dubinsky, Senior US Economist from the UBS Chief Investment Office, drops by on this jobs Friday to reflect on the May employment report and t…
2 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Why work matters'
The US employment report adds a rather unreliable narrative to the US labor market data. Expectations are for a dull report, with an unchanged unempl…
2 months, 2 weeks ago
Signal over Noise: Geopolitics and the economics of AI
Military action in Iran, major OpenAI funding, and AI-driven layoffs all signal shifting market dynamics. Private companies now rival public ones in …
2 months, 2 weeks ago
Signal over Noise: What the AI Super-Exponential means for markets
AI adoption and capabilities are accelerating at a super-exponential rate, reshaping digital platforms and threatening traditional moats. AI agents a…
2 months, 2 weeks ago
Signal over Noise: Market disruption risks - Geopolitics and AI
Markets face disruption from Middle East tensions and rapid AI advances. The Strait of Hormuz remains a key risk for global energy, while autonomous …
2 months, 2 weeks ago
Signal over Noise: Tipping point for Middle East conflict
The Middle East crisis escalated as the US threatened Iran over the Strait of Hormuz, with both sides risking economic and infrastructure fallout. Th…
2 months, 2 weeks ago
Signal over Noise: Memory and cybersecurity - a misread sell-off
Recent sell-offs in memory and cybersecurity stocks were triggered by news we see as noise, not fundamentals. Google’s compression algorithm and Anth…
2 months, 2 weeks ago
Across the Pond: Europe’s overlooked innovators
Europe is often associated with weaker growth, energy shocks, and geopolitical pressure. But beneath the surface, some of the region’s leading compan…
2 months, 2 weeks ago