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UBS On-Air: Paul Donovan Daily Audio 'Can the Fed be saved?'
US Commerce Secretary Lutnick suggested US rates should be cut now, and Federal Reserve Chair Powell should resign or be fired. Do investors want to …
10 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Who to scapegoat when trade deals are done?'
The proposed US-Japan trade deal means US buyers of Japanese goods (including autos) face a 15% tax. Steel is still taxed at 50%. Of course, deals ar…
10 months, 1 week ago
Top of the Morning: CEO Macro Briefing Book - Insights on taxes
Paul rejoins in-studio to spotlight a special edition of the CEO Macro Briefing Book publication series which covers tax and economic considerations …
10 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Independence in focus'
US Treasury Secretary Bessent suggested a “wholesale review” of the Federal Reserve was necessary (while supporting central bank independence). In th…
10 months, 1 week ago
Top of the Morning: CIO Strategy Snapshot - Summer slowdown?
Despite relatively low trading volumes and narrow trading ranges as of late, there is still plenty factors top of mind for investors that could stir …
10 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Trade continues elsewhere'
South Korean export data for the first part of July showed growth, adjusted for differences in working days. Semiconductor sales were strong, and exp…
10 months, 2 weeks 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, 2 weeks ago
How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)
Torsten rejoins Jason in the New York podcast studio to exchange thoughts on Fed independence (and the course for monetary policy), the direction of …
10 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Can anyone argue for rate cuts?'
After this week’s events, the question is whether anyone can advocate for US rate cuts without being seen as a political puppet? Yesterday, Federal R…
10 months, 2 weeks ago
UBS AI Podcast - CEO Series - Ep. 4 (Dr. Kai-Fu Lee, CEO of 01.AI)
The UBS AI Podcast explores the fascinating and evolving world of artificial intelligence, how it's transforming industries, redefining what's possib…
10 months, 2 weeks ago