Podcast Episodes
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Top of the Morning: CIO Strategy Snapshot - Running it hot
We preview this week’s economic data releases, along with the December FOMC meeting. Plus, a look at some potential market-moving events to watch ou…
5 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'One trillion dollars'
China’s trade surplus exceeded one trillion US dollars in the 11 months to November. Round numbers do not matter in economics, but trends do. This su…
5 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…
5 months, 3 weeks ago
How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)
As 2025 draws to a close, we cap off the year with Rich and Jason exchanging expectations for the market and macro environment in 2026 - including th…
5 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Consuming savings'
Today we get information on the US consumer—but unfortunately it is a mix of old data and misdirection. September personal income and spending number…
5 months, 4 weeks ago
Fixed Income Conversation Corner with Clayton Triick (Angel Oak) and Leslie Falconio (UBS CIO)
A look at the landscape for Agency RMBS and the Housing Market, including a look at the prospects for and implications of the 50-yr and portable mort…
5 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Labor pains?'
The US labor market is, rightly, a key focus. Low fear of unemployment gave US consumers the confidence to reduce savings rates. That reduction in sa…
5 months, 4 weeks ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 53)
On this week’s episode of Viewpoints, Burkhard contemplates whether the “Santa Rally” is still alive, or if investors should pack-up for the holiday …
6 months ago
Municipal Brief: New York City - Looking ahead
In the wake of Zohran Mamdani's recent win as New York City's 111th mayor, Jeannine and Ted discuss CIO’s Risk Categories for the city's debt, and wh…
6 months ago
House Call: Talking Equity Markets with UBS Asset Management
Join Jeremy Zirin, Head of the Private Client U.S. Equity Teams with UBS Asset Management, as he shares a performance update and outlook for U.S. equ…
6 months ago