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Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 55)
As we soon conclude 2025, Burkhard reflects on what was expected in the markets and what came as a surprise. Plus, a look at eight lessons learned. …
4 weeks, 2 days ago
UBS On-Air: Paul Donovan Daily Audio 'Trends not changing '
The US employment data yesterday raised several red flags. Existing data quality problems were compounded by the government shutdown. Looking at year…
4 weeks, 2 days ago
Top of the Morning: POTUS 47 - Affordability, Monetary policy
Kurt drops by for the final POTUS 47 conversation of 2025 as we discuss how affordability could influence policy efforts by both the White House and …
1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Sending surveys into a void'
It is US employment report Tuesday, with a bowdlerized October report (no household survey) and a rushed November report of dubious quality. Response…
1 month ago
Top of the Morning: Eurozone equities - Positioning and outlook
We turn focus to Eurozone equities and highlight positioning considerations heading into 2026, along with risks and headwinds investors should be min…
1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Ignorance is not bliss'
This week, the veil of ignorance shrouding the US economy is lifted a little—but only a little. US employment data (due Tuesday) was already low qual…
1 month ago
Signal over Noise with Ulrike Hoffmann-Burchardi
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities fo…
1 month ago
Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management
Tune in to hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income and Liquidity teams, as they sh…
1 month ago
Washington Weekly Podcast: Healthcare, Defense, Congressional stock trading
As we close out the series for 2025, Shane drops by for a Capitol Hill roundup as we cover developments surrounding Congressional votes on healthcare…
1 month ago
Top of the Morning: U.S. macro update & FOMC takeaways
Paul drops by for timely reflections on the December FOMC meeting and provides a health-check on the U.S. economy. We also cover upcoming data-point…
1 month ago