Podcast Episodes
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UBS On-Air: Paul Donovan Daily Audio 'A tale of two consumers'
China’s long-awaited plan to boost domestic consumption is here (as yet without much detail). Unlike the 2024 stimulus, these proposals seem to direc…
10 months ago
Top of the Morning: The week in review and preview
We close out a turbulent week in the markets by recapping the factors that drove the selloff, along with share an outlook for US equities and review …
10 months ago
UBS On-Air: Paul Donovan Daily Audio 'The rising price of drowning sorrows'
The recurring risk of a US government shutdown has receded, with some Democrat senators looking to advance legislation. Against the backdrop of damag…
10 months ago
Washington Weekly Podcast: Latest on Gov’t funding, Tariffs, Ukraine, CHIPS Act
With the government funding deadline just hours away, Shane outlines what the proposed continuing resolution consists of, and updates on where negoti…
10 months ago
Top of the Morning: Gender-lens investment - The state of women in 2025
March is Women’s History Month - Carey Shuffman and Amantia Muhedini join the podcast to spotlight the Gender-lens investment: The state of women in …
10 months ago
UBS On-Air: Paul Donovan Daily Audio 'Cutting confidence more than spending'
ECB President Lagarde almost sounded like an economist yesterday, noting inflation pressures could go up or they could go down. While highlighting th…
10 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 28)
On this week’s episode of Viewpoints, Burkhard reflects on the absence of an anticipated “Trump-put” amidst a rotation occurring across global equiti…
10 months, 1 week ago
Top of the Morning: Navigating trade turbulence - China's perspective
We examine how China has been responding to challenges on the trade-front, along with highlight how ex-US markets (including China) have been perform…
10 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Powell is not a chicken farmer'
US President Trump imposed and retreated from aggressive taxes on US users of Canadian steel and aluminum, and Canada retreated from a surcharge on e…
10 months, 1 week ago
CIO House View Monthly Livestream - March
Join CIO for a discussion on tariff uncertainty, inflation, and the implications of the artificial intelligence rally, hosted by Anthony Pastore and …
10 months, 1 week ago