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Washington Weekly Podcast: Geopolitical & Capitol Hill round-up
As the US-Iran conflict widens across the region, Shane updates on this week’s developments and how the conflict could evolve over the near-term. We…
2 weeks, 5 days ago
Top of the Morning: The evolution of Emerging Markets
A look at the factors behind the outperformance of emerging market assets over the past year, along with how the rise of AI and semiconductors has ch…
2 weeks, 5 days ago
UBS On-Air: Paul Donovan Daily Audio 'How to conduct monetary policy'
Japan’s Ministry of Finance seemingly intervened in foreign exchange markets in defense of the yen. Such attempts to prop up a currency’s level only …
2 weeks, 5 days ago
Top of the Morning: FOMC - Warsh signals a period of watchful thinking
Andrew drops by the studio for an assessment of this week’s July FOMC meeting statement, and Q&A session with Chairman Kevin Warsh. We also discuss …
2 weeks, 6 days ago
UBS On-Air: Paul Donovan Daily Audio 'What was Warsh thinking?'
The Federal Reserve left interest rates (and the accompanying policy “statement”) unchanged yesterday. Fed Chair Warsh appeared to try and speak to s…
2 weeks, 6 days ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 68)
Burkhard drops by to share his thoughts on the pattern with oil prices and the US-Iran conflict, how this week’s FOMC meeting outcome could set the t…
3 weeks ago
How should I be positioned? with Dan Ivascyn (PIMCO) and Jason Draho (UBS CIO)
Dan rejoins the conversation with Jason to exchange thoughts on how to approach asset allocation in today’s market and macro environment. We also sp…
3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Precious opinions'
Iran’s missile strikes against US Gulf military bases pushed oil prices modestly higher. It is a reminder of the challenge for investors—Iranians are…
3 weeks ago
CIO Fixed Income Roundtable Podcast Series - 3Q26 update and outlook
Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance and positioning update across fixed income sub-s…
3 weeks, 1 day ago
Top of the Morning: CEO Macro Briefing Book Q3 update
A quarterly check-up on the US macroeconomic environment, including consumer spending trends, the condition of the labor market, the road ahead for m…
3 weeks, 1 day ago