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UBS On-Air: Paul Donovan Daily Audio 'And so it begins? '
US June consumer price inflation is the first number that might show trade tax effects. Only half the expected trade tax rise has hit the economy so …
6 months ago
Top of the Morning: CIO Strategy Snapshot - Don’t call it a comeback
Jason weighs in on range of top-of-mind topics to begin the week, including the resurgence of tariff and Fed independence concerns, along with a prev…
6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Randomness and the real world'
Financial markets seem content to assume US President Trump will default to retreating from their latest trade tax threats. If financial investors wa…
6 months 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…
6 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 40)
On this week’s episode of Viewpoints, Burkhard weighs whether investors are entering the summer season with a sense of complacency as markets hover n…
6 months, 1 week ago
Top of the Morning: The week in review and preview
Matt Tormey, Equity Strategist Americas from the UBS Chief Investment Office, joins Shiavon Chatman to recap the trading week - including an update o…
6 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'The retreat paradox'
The latest US tax increases were a 35% tax on products from Canada—in spite of Canadian concessions over digital taxes. It is not clear if the tax ap…
6 months, 1 week ago
Top of the Morning: Emerging Markets - Back in the spotlight
Alejo rejoins in studio for a mid-year conversation on the Emerging Markets, including a recap of first-half performance drivers, expectations for th…
6 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Masterful inactivity'
The Federal Reserve meeting minutes were a masterclass in the art of sitting on a fence. US President Trump’s trade tax inflation might be a one-off,…
6 months, 1 week ago
Navigating macroeconomic & geopolitical risks with Jordan Brooks, AQR Capital Management
Jordan Brooks serves as Principal and Co-Head of the Macro Strategies Group at AQR Capital Management. With no shortage of macroeconomic and geopoli…
6 months, 1 week ago