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Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 59)
On this episode of Viewpoints, Burkhard weighs whether we are entering into a new Emerging Markets super-cycle, and if a rise of Emerging Markets equ…
3 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Après Lagarde, un économiste?'
The Financial Times reports ECB President Lagarde will leave office before their term ends?allowing a successor to be appointed before next year?s Fr…
3 months, 2 weeks ago
Top of the Morning: CIO Strategy Snapshot - Terminal values
It?s been an active few weeks in financial markets as investors grapple with the potential for AI to disrupt business models across industries, along…
3 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Solid consumption signals'
The UK January labor market data was not especially surprising. Bonus payments were slightly weaker than expected, one of the unemployment measures (…
3 months, 2 weeks 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, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Japan offers a hope of growth'
US January consumer price inflation data had several moderating influences. Used car prices (the curse of every economist) fell sharply. The fictitio…
3 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'What can consumers afford?'
US January consumer price data is due. The focus should be on the details more than the headline. The largest part of the consumer price calculation …
3 months, 3 weeks ago
Top of the Morning: Muni Markets - The January effect
In this episode, we discuss the municipal bond market and its, so far, strong start to the year. Plus, a look at California munis and the impact from…
3 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Cooling cut expectations'
The January US employment report signaled sufficient strength to cool market expectations of an urgent US rate reduction. There is no evidence of pol…
3 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Employment report Wednesday'
We get the delayed January US employment report and benchmark revisions for the past two years. For markets what is important is that economies respo…
3 months, 3 weeks ago