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Top of the Morning: State of the US economy & Fed outlook
With the next Fed policy meeting just a few weeks away, Andrew Dubinsky, US Economist from the UBS Chief Investment Office, drops by the studio to sh…
6 days, 10 hours ago
UBS On-Air: Paul Donovan Daily Audio 'Managing expectations'
The political costs of the Gulf war are evident—US President Trump suggested removing the federal tax on gasoline. Gasoline prices (unlike diesel) fe…
6 days, 21 hours ago
Fixed Income Conversation Corner with Mike Cudzil (PIMCO) and Leslie Falconio (UBS CIO)
A wide-ranging conversation on the current rate environment, the road ahead for monetary policy, issuance implications, and the landscape for broader…
1 week ago
Top of the Morning: CIO Strategy Snapshot - Wash, rinse, repeat
Investors and the Fed got a dose of relatively good economic data last week, yet interest rates rose again. Rising yields remains a dominant market s…
1 week, 1 day ago
UBS On-Air: Paul Donovan Daily Audio 'Revisions, resilience, and affordability'
The US employment report offered few reliable facts for investors, other than the reminder that data is revised a lot. If markets listened to economi…
1 week, 1 day ago
Signal over Noise: The 1999 analogue through the fixed income lens
As long-term US Treasury yields have climbed to levels not seen in more than two decades and today's AI investment boom draws comparisons with the in…
1 week, 1 day ago
Across the Pond: Is wealth reshaping the housing market?
Housing affordability is under pressure across many major cities. Yet the UBS Global Real Estate Bubble Index 2026 shows that housing markets are fol…
1 week, 4 days ago
UBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'
The US employment report has a wide range of estimates around the payrolls data. This is not surprising—labor market data precision is challenged by …
1 week, 4 days ago
Top of the Morning: China at two speeds - Reflections from the ground
Xingchen Yu, Senior Investment Strategist from the UBS Chief Investment Office, shares reflections from his latest trip to China, where AI ambition a…
1 week, 5 days ago
UBS On-Air: Paul Donovan Daily Audio 'Saving the US consumer'
The important point from yesterday’s US data was not the larger-than-expected downward pressures on reported inflation—these are technical changes th…
1 week, 5 days ago