Podcast Episodes
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Fixed Income Conversation Corner with Scott DiMaggio (AllianceBernstein) and Leslie Falconio (UBS CIO)
Our conversation outlines the current landscape for fixed income investors, and where to locate opportunity within the asset class. We also touch on…
7 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Up and down the supply chain'
While official US July producer price inflation numbers were higher than expected, the signs of the progression of trade taxes were as expected. Supp…
7 months, 2 weeks ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 43)
On this week’s episode of Viewpoints, Burkhard shares thoughts on how key forces such as the labor market, inflation, and political pressure are shap…
7 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Stories versus reality'
UK second-quarter GDP was stronger than expected. The numbers will of course be subject to revision (and lots of revision), but for the time being th…
7 months, 2 weeks ago
Top of the Morning: POTUS 47 - Another brick in the tariff wall
Kurt rejoins in-studio for the latest POTUS 47 update where we discuss the developments surrounding US trade policy, concerns over Fed autonomy, and …
7 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Seeping taxes, suspending data'
Yesterday’s July US consumer price inflation data showed trade taxes seeping into prices. US appliance prices are higher than in March—in most other …
7 months, 2 weeks ago
Top of the Morning: Fixed Income Strategist - Back to school prep
In this month’s Fixed Income Strategist, we review foundational elements of the fixed income market and outline rationale for maintaining a diversifi…
7 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Can US inflation be hedged? '
US July consumer price inflation is due. The details will show more of the April trade taxes seeping into consumer prices—although a 10% tariff equat…
7 months, 2 weeks ago
Top of the Morning: CIO Strategy Snapshot - Macro thoughts
As markets continue to shrug off risk factors, Jason shares thoughts on the current environment and how to position within. We discuss the week’s no…
7 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'A chaotic trade tax process'
The US administration has promised to clarify “misinformation” about trade taxes on gold following an official ruling from customs officials suggesti…
7 months, 3 weeks ago