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UBS On-Air: Paul Donovan Daily Audio 'Prosecuting policy'
The US Department of Justice launched a criminal investigation into the Federal Reserve and Fed Chair Powell. In an unusually explicit statement, Pow…
4 days, 17 hours 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…
5 days, 4 hours ago
CIO Fixed Income Roundtable Podcast Series - 2026 outlook edition
Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance and positioning update across fixed income sub-s…
6 days, 7 hours ago
Top of the Morning: December Jobs Report & U.S. macro update
Fresh off the release of the December employment numbers, Paul drops by to reflect on the data and health checks the U.S. labor market. Plus, a look…
1 week ago
UBS On-Air: Paul Donovan Daily Audio 'European growth, US questions'
German industrial production was stronger than expected and (of course) previous data was revised stronger too. November exports were weaker, but US …
1 week ago
UBS On-Air: Paul Donovan Daily Audio 'The dangers of being single'
Affordability remains in focus. US President Trump pledged yesterday to prevent institutional investors buying single family homes, explicitly becaus…
1 week, 1 day ago
Top of the Morning: Venezuela - Maduro is out, so what’s next?
Following the developments over this past weekend in Venezuela, Senior Emerging Markets Strategist, Alberto Rojas, joins for a timely conversation to…
1 week, 2 days ago
Fixed Income Conversation Corner with Gene Tannuzzo (Columbia Threadneedle) & Leslie Falconio (UBS CIO)
A wide-ranging discussion on yield, credit markets, along with where pockets of vulnerability and opportunity exist within fixed income as we enter 2…
1 week, 2 days ago
UBS On-Air: Paul Donovan Daily Audio 'What can consumers afford to spend?'
German November retail sales were weaker than expected, but the October data was revised substantially higher. Throughout 2025, German retail sales d…
1 week, 2 days ago
UBS On-Air: Paul Donovan Daily Audio 'Low value inflation'
Preliminary December German and French inflation data is not likely to interest markets. The German figures should show moderation, but some of this …
1 week, 3 days ago