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UBS On-Air: Paul Donovan Daily Audio '100 days of uncertainty'
US President Trump is to mark their 100th day in office with a partial retreat on auto-part trade taxes, and a speech. The speech risks further errat…
8 months, 3 weeks ago
Top of the Morning: CIO Strategy Snapshot - An exceptional debate
Coming off of one of the best weeks for US equities in 2025, Jason considers whether investors are getting ahead of themselves as macro uncertainty r…
8 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'When does reality bite?'
Last Friday’s US data showed a notable improvement in late April consumer sentiment, but only for registered Republicans. Consumers today are buying …
8 months, 3 weeks ago
House Call: Talking Equity Markets with UBS Asset Management
Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client U…
8 months, 3 weeks ago
Around the Horn: Fixed Income Roundtable with UBS Asset Management
Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on…
8 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Uncertainty about talking'
China said it was not negotiating with the US over trade. US President Trump avowed that the US was talking with someone (who they are talking to is …
8 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Make America Uncertain Again'
The Federal Reserve’s Beige Book has biases. The businesses that provide anecdotal evidence will have an agenda, and the Fed economists who edit the …
8 months, 3 weeks ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 32)
How much longer will uncertainty last, and where might it all settle? Burkhard weighs in as investors continue to navigate everything from policy pi…
8 months, 3 weeks ago
CIO Fixed Income Roundtable Series: 2Q25 performance update
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…
8 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'The art of the retreat'
With investor concerns growing, US President Trump demonstrated the art of the retreat. They stated they had “no intention” of firing Federal Reserve…
8 months, 3 weeks ago