Podcast Episodes
Back to Search
UBS On-Air: Paul Donovan Daily Audio 'Talking in a trade war'
Reports in Washington suggest US President Trump may talk directly with China’s President Xi later this week (after several days of more heated rheto…
9 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'No Trump retreat yet'
US President Trump doubled taxes on US consumers of imported steel on Friday, and (so far) has not retreated from that tax increase. Trump reacted an…
10 months ago
Top of the Morning: The week in review and preview
We close out the trading week by reviewing the latest developments surrounding US trade policy, recapping notable macro data releases (including a lo…
10 months ago
UBS On-Air: Paul Donovan Daily Audio 'More uncertainty in an uncertain world'
There is yet more uncertainty in the US economy. US President Trump appealed the ruling that their trade taxes were illegal. While this is decided, t…
10 months ago
Across the Pond: Trump’s trade rollercoaster
There has been no letup in the trade drama, with a US federal court striking down much of President Trump’s recent tariff hikes. That followed a sudd…
10 months ago
Top of the Morning: Tariffs, the dollar, and diversification
A timely review of overnight trade developments, plus a look at positioning recommendations within EM equities, and thoughts on the dollar. We also …
10 months ago
UBS On-Air: Paul Donovan Daily Audio 'No reset to factory settings'
The US trade court ruled that about half of US President Trump’s trade tax increases are illegal. Markets reacted positively, but the US has not been…
10 months ago
UBS On-Air: Paul Donovan Daily Audio 'Power and its limits'
Equity markets seemingly rallied on optimistic comments from US President Trump around trade. So much focus on the words of one individual is unusual…
10 months ago
Across the Pond: Is gold’s remarkable run over?
Until recently, gold’s rally seemed unstoppable. In an environment where perceived safe havens were scarce, gold stood out. However, in recent week…
10 months ago
UBS On-Air: Paul Donovan Daily Audio 'Uncertainty hits forecasts'
The US long weekend was marked by aggressive policies and then a retreat, but that still leaves its mark on financial markets. The US dollar remains …
10 months ago