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Talking Markets Podcast - Muni Market Mid-Year Check-up with Eric Kazatzky of MacKay Shields
Eric Kazatzky is a Managing Director and Client Portfolio Manager at MacKay Shields (an affiliate of New York Life Investment Management). As we’re …
6 days, 22 hours ago
UBS On-Air: Paul Donovan Daily Audio 'Rolling the inflation dice'
Today's US July consumer price inflation data will be less precise than in the past. There are more gaps in the data, and those gaps are filled by (e…
1 week ago
Top of the Morning: Hedge Funds - Themes, performance update & outlook
Dan and Sean drop by for a hedge fund performance update and outlook. We discuss the year-to-date evolution of risk and capital deployment, common t…
1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Oil bubbles up again'
The crude oil price is creeping toward USD 90 per barrel. US President Trump responded to Iran’s demands for reparations by demanding Iran pay repara…
1 week, 1 day ago
Top of the Morning: CIO Strategy Snapshot - Market drivers
There are no signs of a summer slowdown for equity, bond, and forex markets as factors such as corporate earnings, economic data, AI developments, an…
1 week, 1 day ago
Fixed Income Conversation Corner with Phoebe White (UBS Group Research) and Leslie Falconio (UBS CIO)
A wide-ranging conversation on the current rate environment, the road ahead for monetary policy, and the landscape for broader fixed income investing…
1 week, 2 days ago
UBS On-Air: Paul Donovan Daily Audio 'Another (downward) inflation surprise'
China’s July consumer and producer price inflation were lower than expected. China’s domestic prices have a weak relationship with export prices, and…
1 week, 2 days ago
Signal over Noise: AI's impact on the economy, Fed policy, and portfolio allocation
The scale of the AI buildout is extending its effects beyond the technology sector and equity markets to the broader economy. This episode explores w…
1 week, 2 days ago
UBS On-Air: Paul Donovan Daily Audio 'Trading into consumer demand'
China’s July export data was somewhat stronger than expected. The big three electrification exports have collectively been important to export growth…
1 week, 5 days ago
UBS On-Air: Paul Donovan Daily Audio 'What economists do not know'
Today is the release of everything economists do not understand about the US economy—otherwise known as second quarter productivity. Productivity has…
1 week, 6 days ago