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UBS On-Air: Paul Donovan Daily Audio 'Investment by armchair generals'
Investment by armchair generals seems to be the fashion. Markets are reacting to political comments about the length of the Gulf war. With uncertaint…
5 months ago
UBS On-Air: Paul Donovan Daily Audio 'Longer-term concerns'
Attacks on Gulf energy infrastructure impacted financial markets. Investors have partially looked through short-term increases in energy prices, assu…
5 months ago
UBS On-Air: Paul Donovan Daily Audio 'Three and one from the Fed'
The Federal Reserve is universally expected to leave policy unchanged. Fed Chair Powell’s press conference excites attention for three reasons. 1. Po…
5 months ago
Top of the Morning: Muni Market Guide - A balancing act
Muni tax-equivalent yields are attractive and credit is resilient but elevated geopolitical uncertainties and weaker technicals in March call for bal…
5 months ago
Top of the Morning: Muni Market Guide - A balancing act
Muni tax-equivalent yields are attractive and credit is resilient but elevated geopolitical uncertainties and weaker technicals in March call for bal…
5 months ago
UBS On-Air: Paul Donovan Daily Audio 'War see-saw'
Energy infrastructure in the United Arab Emirates has seemingly been hit by Iranian attacks—the UAE recently stopped sharing missile and drone interc…
5 months ago
Top of the Morning: CIO Strategy Snapshot - US-Iran conflict: Assessing the market & macro impacts
We are now in the third week of the US-Iran conflict and investors remain focused on how long it could last and the potential economic consequences. …
5 months ago
Top of the Morning: CIO Strategy Snapshot - US-Iran conflict: Assessing the market & macro impacts
We are now in the third week of the US-Iran conflict and investors remain focused on how long it could last and the potential economic consequences. …
5 months ago
UBS On-Air: Paul Donovan Daily Audio 'Fear of fake news'
Economic theory often assumes perfect information. This is obviously only true in economic fantasies. Social media and fake news risk distorting real…
5 months ago
UBS On-Air: Paul Donovan Daily Audio 'Perceptions on the cost of war'
The US government’s views on the Gulf war and its consequences seem to be contradictory. US Treasury Secretary Bessent said the Strait of Hormuz was …
5 months, 1 week ago