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UBS On-Air: Paul Donovan Daily Audio 'US inflation in isolation'
UBS On-Air: Paul Donovan Daily Audio 'US inflation in isolation'

The Federal Reserve offered no surprises on rates. Fed Chair Powell tried to present the two dissenting views as being rationally based, but investor…

10 months ago

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UBS On-Air: Paul Donovan Daily Audio 'Perceptions of political puppeteering'
UBS On-Air: Paul Donovan Daily Audio 'Perceptions of political puppeteering'

The Federal Reserve meets to decide interest rates—over a hundred economists expect no change. The question is whether one can credibly disagree, wit…

10 months ago

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UBS On-Air: Paul Donovan Daily Audio 'The data in focus'
UBS On-Air: Paul Donovan Daily Audio 'The data in focus'

The US June trade balance is due—a number once overlooked but which politics has made it matter. Are international investors rushing to buy more US-m…

10 months ago

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Top of the Morning: CIO Strategy Snapshot - The Great Risk Transfer
Top of the Morning: CIO Strategy Snapshot - The Great Risk Transfer

Jason drops by the studio to preview a busy week that includes an abundance of Q2 earnings results, the July FOMC meeting, and the July employment re…

10 months, 1 week ago

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UBS On-Air: Paul Donovan Daily Audio 'Bad news or good news?'
UBS On-Air: Paul Donovan Daily Audio 'Bad news or good news?'

The EU and the US agreed that US consumers should pay more tax—levied at 15% for imports from the EU. EU President von der Leyen made vague pledges t…

10 months, 1 week ago

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Ahead of the curve with Ulrike Hoffmann-Burchardi
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, 1 week ago

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Navigating macroeconomic & geopolitical risks with Arif Joshi, Lazard Asset Management
Navigating macroeconomic & geopolitical risks with Arif Joshi, Lazard Asset Management

Arif Joshi serves as a Portfolio Manager and Analyst on Lazard Asset Management's Emerging Markets Debt team. Our conversation focuses on recent and…

10 months, 1 week ago

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UBS On-Air: Paul Donovan Daily Audio 'Independence Day'
UBS On-Air: Paul Donovan Daily Audio 'Independence Day'

From time to time, these comments might have given the impression of dissatisfaction with Federal Reserve Chair Powell. While one can (very) credibly…

10 months, 1 week ago

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Washington Weekly Podcast: Trade deals, Congressional redistricting, Early recess
Washington Weekly Podcast: Trade deals, Congressional redistricting, Early recess

Shane drops by to share the latest developments on trade, spanning Japan to the European Union. We also touch on efforts by both sides of the isle t…

10 months, 1 week ago

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Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 41)
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 41)

On this week’s episode of Viewpoints, Burkhard shares some boots-on-the-ground insights from Germany, as he explains the drivers behind Germany’s mar…

10 months, 1 week ago

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