Podcast Episodes
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Top of the Morning: CIO Strategy Snapshot - What if?
Jason joins the podcast this week from Zurich as we discuss the drivers behind the recent upside momentum across US equities. Plus, we weigh the ups…
8 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Doing nothing in an uncertain world'
Investors await the Federal Reserve’s Wednesday policy decision. There is little expectation of a rate change. Preliminary April employment data show…
8 months, 2 weeks ago
Washington Weekly Podcast: First 100 days, Reconciliation bill, Russia-Ukraine
Shane reflects on the first 100 days of the Trump administration, along with updates on where efforts and negotiations stand on Capitol Hill surround…
8 months, 2 weeks ago
Top of the Morning: April Jobs Report, Q1 GDP, & the week ahead
We close out a busy macro week with thoughts from Brian on the latest US employment and GDP data. Plus, a look at what to expect in the week ahead. …
8 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio '“Temu tax” time'
The US “Temu tax” takes effect at midnight, whereby US consumers pay their government for the privilege of buying low cost products directly from Chi…
8 months, 2 weeks ago
Top of the Morning: Emerging Markets - Digesting regime change
Having just attended the IMF-World Bank meetings in Washington DC, Alejo rejoins the conversation for some boots-on-the ground takeaways around the i…
8 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'President Trump’s economy'
The only certainty economists have about yesterday’s first-quarter GDP data is that it is wrong. Declining survey response rates and economies that s…
8 months, 2 weeks ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 33)
As the Trump administration marks 100 days in office, Burkhard reflects on how global markets have performed during this span. Plus, we dive into th…
8 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Did Amazon increase inflation risks?'
Online retailer Amazon denied reports it would publish the tariff impact on the price of each item sold on its US website. The general lack of tariff…
8 months, 2 weeks ago
Top of the Morning: Annuity income as part of your retirement strategy
Justin and Ainsely outline the considerations for adding annuity income as part of one’s retirement strategy, along with explain the current appeal o…
8 months, 3 weeks ago