Podcast Episodes
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UBS On-Air: Paul Donovan Daily Audio 'Disinflation (not in the US)'
Japan exhibited some disinflation with the June Tokyo consumer price data. Using the international definition of core inflation, the rate slowed to 1…
9 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 39)
On this week’s episode of Viewpoints, Burkhard shares his thoughts on recent geopolitical developments, and how global markets (including oil) have r…
9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Independence Day'
The Wall Street Journal reports US President Trump may announce the next Federal Reserve Chair in September or October. The Senate needs to confirm t…
9 months, 1 week ago
How should I be positioned? with Dan Ivascyn (PIMCO) and Jason Draho (UBS CIO)
Dan rejoins the conversation with Jason in studio to exchange thoughts on how to approach asset allocation in today’s market and macro environment. …
9 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'No cuts for now'
In the US yesterday, Federal Reserve Chair Powell delivered a speech to members of the House of Representatives (most of whom are not economists). Th…
9 months, 1 week ago
Fixed Income Conversation Corner with Amanda Lynam (BlackRock) 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 discuss t…
9 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'As you were'
Iran and Israel seem to be saying “if they stop, I’ll stop”, although there were some missile exchanges overnight. That is enough for markets, with o…
9 months, 1 week ago
Top of the Morning: CIO Strategy Snapshot - Start of the summer
With the summer season now officially underway, it is already shaping up to be an eventful one for investors. In addition to this past weekend’s geo…
9 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Beware the deckchair generals'
We live in a world of political polarization and soundbite economics. That encourages sensationalism. Deckchair generals will offer extreme opinions …
9 months, 1 week ago
Across the Pond: The Israel-Iran crisis and beyond
UBS WM Chief Economist Paul Donovan discusses the current hostilities between Israel and Iran and what they might mean for the global economy and mar…
9 months, 1 week ago