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Top of the Morning: CIO Strategy Snapshot - The Great Risk Transfer
Jason drops by the studio to preview a busy week that includes an abundance of Q2 earnings results, the July FOMC meeting, and the July employment re…
8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Bad news or good news?'
The EU and the US agreed that US consumers should pay more tax—levied at 15% for imports from the EU. EU President von der Leyen made vague pledges t…
8 months 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…
8 months ago
Navigating macroeconomic & geopolitical risks with Arif Joshi, Lazard Asset Management
Arif Joshi serves as a Portfolio Manager and Analyst on Lazard Asset Management's Emerging Markets Debt team. Our conversation focuses on recent and…
8 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Independence Day'
From time to time, these comments might have given the impression of dissatisfaction with Federal Reserve Chair Powell. While one can (very) credibly…
8 months, 1 week ago
Washington Weekly Podcast: Trade deals, Congressional redistricting, Early recess
Shane drops by to share the latest developments on trade, spanning Japan to the European Union. We also touch on efforts by both sides of the isle t…
8 months, 1 week ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 41)
On this week’s episode of Viewpoints, Burkhard shares some boots-on-the-ground insights from Germany, as he explains the drivers behind Germany’s mar…
8 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Can the Fed be saved?'
US Commerce Secretary Lutnick suggested US rates should be cut now, and Federal Reserve Chair Powell should resign or be fired. Do investors want to …
8 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Who to scapegoat when trade deals are done?'
The proposed US-Japan trade deal means US buyers of Japanese goods (including autos) face a 15% tax. Steel is still taxed at 50%. Of course, deals ar…
8 months, 1 week ago
Top of the Morning: CEO Macro Briefing Book - Insights on taxes
Paul rejoins in-studio to spotlight a special edition of the CEO Macro Briefing Book publication series which covers tax and economic considerations …
8 months, 1 week ago