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UBS On-Air: Paul Donovan Daily Audio 'The Hormuz run'
Media reports suggest a China-owned tanker is attempting the Strait of Hormuz run (impressive, but can it do the Kessel run in 12 parsecs?). This def…
4 months, 1 week ago
Top of the Morning: CIO Strategy Snapshot - The next chapter
Following this past weekend’s US-Iran peace talks in Pakistan, investors are left with fresh uncertainty as to how the conflict evolves from here. A…
4 months, 1 week ago
Top of the Morning: CIO Strategy Snapshot - The next chapter
Following this past weekend’s US-Iran peace talks in Pakistan, investors are left with fresh uncertainty as to how the conflict evolves from here. A…
4 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Optimistic bias versus bad news'
The collapse of Iran-US talks predictably pushed oil prices higher and equities lower. US President Trump declared an “immediate” blockade of Hormuz—…
4 months, 2 weeks ago
Signal over Noise: SpaceX goes public-Mega-IPOs drive market rotation and index rebalancing
If confirmed, SpaceX’s record-setting IPO is set to reshape public markets-prompting investor reallocations and forcing index funds to revisit rebala…
4 months, 2 weeks ago
Across the Pond: A new normal after the ceasefire?
Events in the Middle East have moved swiftly, shifting markets from fears of escalation to cautious optimism following the announcement of a ceasefir…
4 months, 2 weeks ago
Across the Pond: A new normal after the ceasefire?
Events in the Middle East have moved swiftly, shifting markets from fears of escalation to cautious optimism following the announcement of a ceasefir…
4 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Affording a war'
US March consumer price inflation gives insight into US consumers’ war burden (albeit with some data accuracy concerns). Affordability is one investo…
4 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Fragile or failing?'
In economic terms, the Gulf ceasefire has not held. Iran has closed the Strait of Hormuz in response to significant Israeli strikes against Lebanon. …
4 months, 2 weeks ago
Top of the Morning: POTUS 47 - Ceasefire: Our investment perspectives
In the wake of the U.S., Israel, and Iran agreeing to a two-week ceasefire, Kurt Reiman, Head of Fixed Income Americas, and Shane Lieberman, Senior G…
4 months, 2 weeks ago