Podcast Episodes
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Across the Pond: What a weaker greenback means for global investors
The US dollar has suffered its sharpest first-half decline in over 50 years, raising questions about its safe-haven status and long-term dominance. W…
7 months, 4 weeks ago
Top of the Morning: CIO Strategy Snapshot - Where to from here?
Coming off what was an eventful week for investors (in unexpected ways), and combined with a notable selloff in US equities, Jason drops by to weigh …
7 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Fragility'
Last Friday’s US employment report revisions were in line with a fragile labor market narrative. The story is still “not hiring, not firing.” Falling…
7 months, 4 weeks ago
Ahead of the curve with Ulrike Hoffmann-Burchardi
Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth…
7 months, 4 weeks ago
Top of the Morning: July Jobs Report, FOMC takeaways, & the week ahead
We close out a busy macro week by examining the current health of the US labor market, and what the July Jobs Report might mean for the course of mon…
8 months ago
UBS On-Air: Paul Donovan Daily Audio 'The taxation burden descends'
The global economy is reverberating with the dull thud of the yoke of taxation dropping onto the shoulders of US consumers. These taxes do not show u…
8 months ago
Talking Markets Podcast with Patricia Zobel of Guggenheim Partners
Patricia Zobel serves as Head of Macroeconomic Research and Market Strategy for Guggenheim Partners Investment Management, and previously served as a…
8 months ago
UBS On-Air: Paul Donovan Daily Audio 'US inflation in isolation'
The Federal Reserve offered no surprises on rates. Fed Chair Powell tried to present the two dissenting views as being rationally based, but investor…
8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Perceptions of political puppeteering'
The Federal Reserve meets to decide interest rates—over a hundred economists expect no change. The question is whether one can credibly disagree, wit…
8 months ago
UBS On-Air: Paul Donovan Daily Audio 'The data in focus'
The US June trade balance is due—a number once overlooked but which politics has made it matter. Are international investors rushing to buy more US-m…
8 months ago