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UBS On-Air: Paul Donovan Daily Audio 'The state of the world'
US President Trump delivers a State of the Union address to Congress. Normally, these are not market moving, but investors will look for two things: …
5 months, 3 weeks ago
Top of the Morning: CIO Strategy Snapshot - A ‘run it hot’ verdict
After spending the past few weeks fixated on AI disruption risk and macroeconomic data, investors were reminded Friday morning that tariffs are still…
5 months, 3 weeks ago
Top of the Morning: CIO Strategy Snapshot - A ‘run it hot’ verdict
After spending the past few weeks fixated on AI disruption risk and macroeconomic data, investors were reminded Friday morning that tariffs are still…
5 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Welcome back uncertainty'
US trade policy uncertainty increased over the weekend. The Supreme Court ruling against IEEPA tariffs was not unexpected. US President Trump imposin…
5 months, 3 weeks 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…
5 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Giving weight to risks'
US President Trump suggested that Iran had 10 or 15 days to do a deal, or face (unspecified) negative consequences. The US military presence in the G…
5 months, 4 weeks ago
Fixed Income Conversation Corner with Scott DiMaggio (AllianceBernstein) and Leslie Falconio (UBS CIO)
Our conversation outlines the current landscape for fixed income investors, and where to locate opportunity within the asset class. We also touch on…
6 months ago
Fixed Income Conversation Corner with Scott DiMaggio (AllianceBernstein) and Leslie Falconio (UBS CIO)
Our conversation outlines the current landscape for fixed income investors, and where to locate opportunity within the asset class. We also touch on…
6 months ago
UBS On-Air: Paul Donovan Daily Audio 'The Fed will cut, stay unchanged, or raise rates'
The Federal Reserve’s meeting minutes showcased a full range of opinion, with advocates of rate cuts, a long pause, and the possibility of rate incre…
6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Après Lagarde, un économiste?'
The Financial Times reports ECB President Lagarde will leave office before their term ends—allowing a successor to be appointed before next year’s Fr…
6 months ago