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Top of the Morning: Preferred yields not wilting in the market heat
A look at the performance landscape and outlook for preferred securities through 2H25, including a review of sector risks and opportunities. Feature…
5 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Trading around the US'
US manufacturers live in confusing times. Alongside the widespread increases in taxes on imports that took effect this morning, US President Trump su…
5 months, 1 week ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 42)
On this week’s episode of Viewpoints, Burkhard shares thoughts on a range of timely topics, including ongoing tariff negotiations, July US payroll da…
5 months, 1 week ago
Top of the Morning: CEO Macro Briefing Book - Themes for 2H25
Paul drops by the studio to outline the key themes that business owners should be mindful of throughout 2H25. We also cover the evolving macroeconom…
5 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Domestic demand drivers'
There is apparently a shortlist of four for the position of next governor of the Federal Reserve, and prospective nominee to be chair of the board of…
5 months, 1 week ago
Top of the Morning: The lines separating developed and emerging markets are blurring
What differentiates an emerging market from a developed one? Alejo drops by the studio to explain, as the lines separating developed and emerging ma…
5 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'The bigger picture on trade'
The US June trade balance is due—measuring both goods and services. For some bilateral relationships (e.g. trade with the EU), the US goods deficit i…
5 months, 1 week ago
Across the Pond: What a weaker greenback means for global investors
The US dollar has suffered its sharpest first-half decline in over 50 years, raising questions about its safe-haven status and long-term dominance. W…
5 months, 1 week ago
Top of the Morning: CIO Strategy Snapshot - Where to from here?
Coming off what was an eventful week for investors (in unexpected ways), and combined with a notable selloff in US equities, Jason drops by to weigh …
5 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Fragility'
Last Friday’s US employment report revisions were in line with a fragile labor market narrative. The story is still “not hiring, not firing.” Falling…
5 months, 2 weeks ago