Podcast Episodes
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UBS On-Air: Paul Donovan Daily Audio 'Pricing imprecision'
US December consumer price inflation is not likely to push the Federal Reserve into cutting rates immediately. The numbers were not especially threat…
4 months, 2 weeks ago
Top of the Morning: Munis 2026 Outlook - On a strong foundation
The CIO municipal research team drops by to share a 2026 muni market outlook, along with their performance expectations across muni sub-sectors. Fea…
4 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Affording prices'
4 months, 3 weeks ago
Top of the Morning: CIO Strategy Snapshot - Starting with a bang
We start the week by reflecting on market performance in the early days of 2026, along with last week’s flurry of policy announcements and economic d…
4 months, 3 weeks ago
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 months, 3 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…
4 months, 3 weeks 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…
4 months, 3 weeks 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…
4 months, 3 weeks 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 …
4 months, 3 weeks 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…
4 months, 3 weeks ago