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UBS On-Air: Paul Donovan Daily Audio 'Masterful inactivity'
The Federal Reserve meeting minutes were a masterclass in the art of sitting on a fence. US President Trump’s trade tax inflation might be a one-off,…
8 months, 3 weeks ago
Navigating macroeconomic & geopolitical risks with Jordan Brooks, AQR Capital Management
Jordan Brooks serves as Principal and Co-Head of the Macro Strategies Group at AQR Capital Management. With no shortage of macroeconomic and geopoli…
8 months, 3 weeks ago
Top of the Morning: Emerging Markets - Investing in Brazil
A look at the investment case for Brazil, and why the environment of today differs from that of the past. We also discuss the implications of a weak…
8 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'The new tax wave'
US President Trump announced the start of a new wave of taxes on US consumers, with a 25% tax on US citizens who want to buy products from South Kore…
8 months, 3 weeks ago
Top of the Morning: POTUS 47 - One Big Beautiful Bill & US trade policy
Kurt rejoins the conversation to outline the notable takeaways and investment implications of One Big Beautiful Bill, which was signed into law by Pr…
8 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Delays and retreats'
The additional taxes US President Trump intended to impose on US consumers from Wednesday will now be delayed until 1 August. That means that, allowi…
8 months, 3 weeks ago
Across the Pond: America is not the only AI game in town
The US has been at the vanguard of the global AI revolution, having been responsible for the bulk of innovation, capital spending, and adoption. But …
8 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Trade tax timing, and inflation'
The US June employment report was strong enough in the headline to dispel ideas of a sudden US interest rate cut. It was troubling enough in the deta…
8 months, 4 weeks ago
Tariffs, de-dollarization, and gold: Navigating market volatility
While optimism over easing tariff risks has buoyed markets so far, the US administration’s tough trade stance and the Israel-Iran conflict continue t…
8 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Hints of labor market weakness?'
Tomorrow’s US holiday means US labor market data appears today. There is a hint today’s report may be weak. US presidents normally see the data the n…
8 months, 4 weeks ago