Podcast Episodes
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UBS On-Air: Paul Donovan Daily Audio 'Old price data still interests'
US September import price inflation is old news, but will still be poured over by economists. Exporters do not pay tariffs in any economy—the legal l…
6 months ago
Top of the Morning: Emerging Markets - Where luck meets skill
Alberto rejoins the podcast for a macro and positioning update for the Emerging Markets, including a look at preferences across Emerging Market equit…
6 months ago
Washington Weekly Podcast: Russia-Ukraine, Venezuela, Congressional agenda
Shane drops by for a geopolitics roundup with updates on the latest developments with respect to the Russia-Ukraine War and Venezuela. We also revie…
6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Managing debt'
Japan’s 10-year government bond auction had solid demand. Normally, this would not merit attention, but international investors have been getting anx…
6 months ago
Top of the Morning: CIO Strategy Snapshot - The final stretch
With fifteen relevant trading days remaining for 2025, investors over the next few weeks will be watching for key economic data releases, a potential…
6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Is a name emerging?'
US President Trump indicated that a nominee for Chair of the Federal Reserve has been selected (though without giving a name). Senate confirmation is…
6 months ago
Talking Markets Podcast with Phil Orlando of Federated Hermes
Phil Orlando is the Chief Market Strategist and Global Head of Investment Directors at Federated Hermes. Phil reflects on the outcomes of the Novemb…
6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Paying for price increases'
Today, US consumers give thanks by spending money—cutting savings rates to buy things they don’t need. Retailers will discount prices, but those dis…
6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Something for everyone'
The Federal Reserve Beige Book of anecdotal evidence changed little—a stable outlook with some concerns. In the details, manufacturers and retailers …
6 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Consumers versus prices'
US September retail sales data were old news, but slightly softer. While it is tempting to blame the accelerating US inflation rate, retail sales are…
6 months, 1 week ago