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UBS On-Air: Paul Donovan Daily Audio 'A US day today'
The US releases revised second quarter GDP data. The market consensus is for no change (given data quality problems, “no change” in the details may b…
6 months, 1 week ago
Meet Ulrike Hoffmann-Burchardi, CIO Americas and Global Head of Equities
On 1 July Ulrike Hoffmann-Burchardi assumed the role of Chief Investment Officer Americas, while continuing as Global Head of Equities for UBS Wealth…
6 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Adding uncertainty in uncertain times'
Yesterday saw some increase in macro uncertainty, in case investors thought the world was getting predictable. US President Trump’s comments on Ukrai…
6 months, 1 week ago
Top of the Morning: POTUS 47 - Banking on regulatory reform
We examine regulatory reforms being implemented by the Trump administration to the US banking sector, including a look at potential changes to capita…
6 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Quite like old times'
Federal Reserve Chair Powell is to speak on the economic outlook at the Greater Providence Chamber of Commerce. The outlook is not likely to stray fa…
6 months, 1 week ago
Top of the Morning: CIO Strategy Snapshot - What’s next for rate cuts?
Jason drops by the studio to reflect on last week’s FOMC rate decision and market response. We then discuss expectations for rate cuts through the b…
6 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'More policy insights'
South Korean exports fell in the first part of September (when adjusting for the number of working days). Exports to the US and China (which often ul…
6 months, 1 week 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…
6 months, 1 week ago
Washington Weekly Podcast: UK state visit, Privatizing GSEs, Government funding
Shane drops by to recap this week’s UK state visit by President Trump and a variety of economic agreements that were announced. We also cover effort…
6 months, 1 week ago
Top of the Morning: Investing in China & EM Equities - Themes, opportunities, risks
Xingchen rejoins to cover three key themes for China investors to watch, followed by investment opportunities, including China tech. We then explore…
6 months, 1 week ago