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Across the Pond: Is wealth reshaping the housing market?
Housing affordability is under pressure across many major cities. Yet the UBS Global Real Estate Bubble Index 2026 shows that housing markets are fol…
1 week, 6 days ago
UBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'
The US employment report has a wide range of estimates around the payrolls data. This is not surprising—labor market data precision is challenged by …
2 weeks ago
Top of the Morning: China at two speeds - Reflections from the ground
Xingchen Yu, Senior Investment Strategist from the UBS Chief Investment Office, shares reflections from his latest trip to China, where AI ambition a…
2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Saving the US consumer'
The important point from yesterday’s US data was not the larger-than-expected downward pressures on reported inflation—these are technical changes th…
2 weeks, 1 day ago
UBS On-Air: Paul Donovan Daily Audio 'The power of saving more, or less'
UK second quarter GDP was revised stronger, as new methods reveal how much new economic activity has been missed from the data. Rising real disposabl…
2 weeks, 2 days ago
Top of the Morning: CIO Strategy Snapshot - Implications of higher rates
The rise in treasury yields continues to be top of mind for investors - Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment …
2 weeks, 2 days ago
UBS On-Air: Paul Donovan Daily Audio 'Bonding oil prices to yields'
Bond yields and oil prices continue their close relationship. Central banks are supposed to look through an oil price shock as being beyond their con…
2 weeks, 3 days ago
Washington Weekly Podcast: UN General Assembly, US-China summit
Following what was a busy week in both New York and Washington DC, Shane drops by to share some takeaways and reflections on the UN General Assembly,…
2 weeks, 3 days ago
Top of the Morning: Emerging Markets - Fed hikes matter, but global liquidity matters more
In the wake of the September FOMC rate-hike, we discuss the implications of a Fed hiking cycle to emerging market assets, including equities and fixe…
2 weeks, 3 days ago
UBS On-Air: Paul Donovan Daily Audio 'Camels through the eyes of fishhooks'
China and the US agreed to lower tariffs on USD 30bn of each other’s products. China’s consumers will pay lower taxes when buying camels from the US.…
2 weeks, 4 days ago