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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
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, 2 weeks ago
Top of the Morning: July Jobs Report, FOMC takeaways, & the week ahead
We close out a busy macro week by examining the current health of the US labor market, and what the July Jobs Report might mean for the course of mon…
5 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'The taxation burden descends'
The global economy is reverberating with the dull thud of the yoke of taxation dropping onto the shoulders of US consumers. These taxes do not show u…
5 months, 2 weeks ago
Talking Markets Podcast with Patricia Zobel of Guggenheim Partners
Patricia Zobel serves as Head of Macroeconomic Research and Market Strategy for Guggenheim Partners Investment Management, and previously served as a…
5 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'US inflation in isolation'
The Federal Reserve offered no surprises on rates. Fed Chair Powell tried to present the two dissenting views as being rationally based, but investor…
5 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Perceptions of political puppeteering'
The Federal Reserve meets to decide interest rates—over a hundred economists expect no change. The question is whether one can credibly disagree, wit…
5 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'The data in focus'
The US June trade balance is due—a number once overlooked but which politics has made it matter. Are international investors rushing to buy more US-m…
5 months, 2 weeks ago
Top of the Morning: CIO Strategy Snapshot - The Great Risk Transfer
Jason drops by the studio to preview a busy week that includes an abundance of Q2 earnings results, the July FOMC meeting, and the July employment re…
5 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Bad news or good news?'
The EU and the US agreed that US consumers should pay more tax—levied at 15% for imports from the EU. EU President von der Leyen made vague pledges t…
5 months, 3 weeks ago