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Across the Pond: Political gridlock at the heart of Europe
France has just installed its fifth prime minister in just two years, after another government lost a vote of confidence over its efforts to cut the …
8 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'What difference does it make?'
The US courts have confirmed Fed Governor Cook will participate in tomorrow’s policy decision. The US Senate has confirmed Council of Economic Adviso…
8 months, 2 weeks ago
Top of the Morning: CIO Strategy Snapshot - All eyes on the Fed
Jason returns following a brief late-summer hiatus to share thoughts on recent market performance, expectations for this week's FOMC meeting, and wha…
8 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'The Fed and the future'
Investors await this week’s Federal Reserve meeting, less for the decision (a cut is expected) and more for signals about the Fed’s worries for the f…
8 months, 2 weeks ago
Ahead of the curve 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…
8 months, 2 weeks ago
Washington Weekly Podcast: Government Funding, Private Sector equity stakes, & more
Shane drops by to update on government funding efforts ahead of the upcoming shutdown deadline, along with efforts in the Senate around the National …
8 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Price perception problems'
The August US consumer price inflation data was not surprising. Durable goods prices continue to rise—after 29 months of deflation, their inflation r…
8 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Pricing data shaping policy expectations'
US official producer price inflation data was weaker than expected, but the details presented an interesting story. US assembled computers, electroni…
8 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Details matter'
Geopolitics is making headlines, but is generally ignored by markets. Israel’s air strike in Qatar moved the oil price a small amount, but investors …
8 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Aprés nous, le déluge?'
French Prime Minister Bayrou is expected to resign, having lost a parliamentary vote of confidence related to fiscal proposals. Assuming someone can …
8 months, 3 weeks ago