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UBS On-Air: Paul Donovan Daily Audio 'Domestic demand drivers'
There is apparently a shortlist of four for the position of next governor of the Federal Reserve, and prospective nominee to be chair of the board of…
9 months, 4 weeks ago
Top of the Morning: The lines separating developed and emerging markets are blurring
What differentiates an emerging market from a developed one? Alejo drops by the studio to explain, as the lines separating developed and emerging ma…
9 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'The bigger picture on trade'
The US June trade balance is due—measuring both goods and services. For some bilateral relationships (e.g. trade with the EU), the US goods deficit i…
9 months, 4 weeks ago
Across the Pond: What a weaker greenback means for global investors
The US dollar has suffered its sharpest first-half decline in over 50 years, raising questions about its safe-haven status and long-term dominance. W…
10 months ago
Top of the Morning: CIO Strategy Snapshot - Where to from here?
Coming off what was an eventful week for investors (in unexpected ways), and combined with a notable selloff in US equities, Jason drops by to weigh …
10 months ago
UBS On-Air: Paul Donovan Daily Audio 'Fragility'
Last Friday’s US employment report revisions were in line with a fragile labor market narrative. The story is still “not hiring, not firing.” Falling…
10 months ago
Ahead of the curve with Ulrike Hoffmann-Burchardi
Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth…
10 months ago
Top of the Morning: July Jobs Report, FOMC takeaways, & the week ahead
We close out a busy macro week by examining the current health of the US labor market, and what the July Jobs Report might mean for the course of mon…
10 months ago
UBS On-Air: Paul Donovan Daily Audio 'The taxation burden descends'
The global economy is reverberating with the dull thud of the yoke of taxation dropping onto the shoulders of US consumers. These taxes do not show u…
10 months ago
Talking Markets Podcast with Patricia Zobel of Guggenheim Partners
Patricia Zobel serves as Head of Macroeconomic Research and Market Strategy for Guggenheim Partners Investment Management, and previously served as a…
10 months ago