Podcast Episodes
Back to Search
UBS On-Air: Paul Donovan Daily Audio 'Price perception problems'
The August US consumer price inflation data was not surprising. Durable goods prices continue to rise—after 29 months of deflation, their inflation r…
4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Pricing data shaping policy expectations'
US official producer price inflation data was weaker than expected, but the details presented an interesting story. US assembled computers, electroni…
4 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Details matter'
Geopolitics is making headlines, but is generally ignored by markets. Israel’s air strike in Qatar moved the oil price a small amount, but investors …
4 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Aprés nous, le déluge?'
French Prime Minister Bayrou is expected to resign, having lost a parliamentary vote of confidence related to fiscal proposals. Assuming someone can …
4 months, 1 week ago
Ahead of the curve 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…
4 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Payrolls without precision'
US August employment data is due. Falling survey response rates, rising complexity, and less funding for data collection have caused data quality to …
4 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Beige or red flags?'
The Federal Reserve has to decide policy based on how far it believes labor markets will weaken, how high inflation will go, and whether higher infla…
4 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'A gilded age'
Gold prices hit a new record overnight. The gold rally has its foundations in central bank accumulation. Central banks that hold gold still hold a do…
4 months, 2 weeks ago
Ahead of the curve 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…
4 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'The rate debate'
US July personal income and spending data is due. The middle income consumers’ relatively strong starting point for the year has helped to sustain co…
4 months, 2 weeks ago