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Top of the Morning: Into the wild blue yonder - Aviation
The 250 years of U.S. innovation publication series highlights examples of how transformational innovation has been an engine of U.S. economic growth…
5 months, 2 weeks ago
Top of the Morning: CIO Strategy Snapshot - Word of the year 2025
On the final CIO Strategy Snapshot for 2025, Jason reflects on recent economic data-point releases, along with the December FOMC meeting, and assesse…
5 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Perception > reality > reported?'
The ECB and the Bank of England meet. The ECB decision can be dismissed with a shrug of indifference. The Bank of England is expected to cut rates, b…
5 months, 2 weeks ago
Top of the Morning: By the dawn's early light - Electrification
The 250 years of U.S. innovation publication series highlights examples of how transformational innovation has been an engine of U.S. economic growth…
5 months, 2 weeks ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 55)
As we soon conclude 2025, Burkhard reflects on what was expected in the markets and what came as a surprise. Plus, a look at eight lessons learned. …
5 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Trends not changing '
The US employment data yesterday raised several red flags. Existing data quality problems were compounded by the government shutdown. Looking at year…
5 months, 2 weeks ago
Top of the Morning: POTUS 47 - Affordability, Monetary policy
Kurt drops by for the final POTUS 47 conversation of 2025 as we discuss how affordability could influence policy efforts by both the White House and …
5 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Sending surveys into a void'
It is US employment report Tuesday, with a bowdlerized October report (no household survey) and a rushed November report of dubious quality. Response…
5 months, 2 weeks ago
Top of the Morning: Eurozone equities - Positioning and outlook
We turn focus to Eurozone equities and highlight positioning considerations heading into 2026, along with risks and headwinds investors should be min…
5 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Ignorance is not bliss'
This week, the veil of ignorance shrouding the US economy is lifted a little—but only a little. US employment data (due Tuesday) was already low qual…
5 months, 2 weeks ago