Podcast Episodes
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UBS On-Air: Paul Donovan Daily Audio 'Stories versus reality'
UK second-quarter GDP was stronger than expected. The numbers will of course be subject to revision (and lots of revision), but for the time being th…
5 months ago
Top of the Morning: POTUS 47 - Another brick in the tariff wall
Kurt rejoins in-studio for the latest POTUS 47 update where we discuss the developments surrounding US trade policy, concerns over Fed autonomy, and …
5 months ago
UBS On-Air: Paul Donovan Daily Audio 'Seeping taxes, suspending data'
Yesterday’s July US consumer price inflation data showed trade taxes seeping into prices. US appliance prices are higher than in March—in most other …
5 months ago
Top of the Morning: Fixed Income Strategist - Back to school prep
In this month’s Fixed Income Strategist, we review foundational elements of the fixed income market and outline rationale for maintaining a diversifi…
5 months ago
UBS On-Air: Paul Donovan Daily Audio 'Can US inflation be hedged? '
US July consumer price inflation is due. The details will show more of the April trade taxes seeping into consumer prices—although a 10% tariff equat…
5 months ago
Top of the Morning: CIO Strategy Snapshot - Macro thoughts
As markets continue to shrug off risk factors, Jason shares thoughts on the current environment and how to position within. We discuss the week’s no…
5 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'A chaotic trade tax process'
The US administration has promised to clarify “misinformation” about trade taxes on gold following an official ruling from customs officials suggesti…
5 months, 1 week ago
Ahead of the curve with Ulrike Hoffmann-Burchardi
Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth…
5 months, 1 week ago
House Call: Talking Equity Markets with UBS Asset Management
Join Jeremy Zirin, Senior Portfolio Manager and Head of the Private Client US Equity Team with UBS Asset Management, as he shares a performance updat…
5 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'All that’s gold does not glitter'
The Financial Times reports that the US has declared imports of one kilogram and 100 ounce bars of gold are subject to trade taxes. If true, US citiz…
5 months, 1 week ago