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UBS On-Air: Paul Donovan Daily Audio 'A disturbance in the force'
US President Trump’s address to Congress echoed speeches at campaign rallies. Markets have limited interest in much of the content. Trump did suggest…
10 months, 2 weeks ago
Washington Weekly Podcast: Trade policy, Ukraine, Government funding
We cover a wide range of timely topics, including tariffs and US trade policy, efforts for a Russia-Ukraine peace agreement, along with US government…
10 months, 2 weeks ago
CIO Fixed Income Roundtable Series: 1Q25 performance update
Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance and positioning update across fixed income sub-s…
10 months, 2 weeks ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 39)
On this week’s episode of Viewpoints, Burkhard shares his thoughts on recent geopolitical developments, and how global markets (including oil) have r…
10 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Tax attacks'
US President Trump lashed out in several directions yesterday, suspending military aid to Ukraine and aggressively taxing US consumers of imports fro…
10 months, 2 weeks ago
Top of the Morning: CIO Strategy Snapshot - What we know
While there is a lot of noise for investors to sift through, there are some things we know with relative confidence. As for other things, we will hav…
10 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Taxes and data tampering'
The idea of a coalition of the willing pushing for a one-month ceasefire in the Russia-Ukraine war is probably neutral, economically. Things like def…
10 months, 2 weeks ago
Fixed Income Conversation Corner with Alex Obaza (T.Rowe Price) and Leslie Falconio (UBS CIO)
Our conversation outlines the current landscape for fixed income investors and where to locate opportunity within the asset class. We also discuss t…
10 months, 2 weeks ago
Around the Horn: Fixed Income Roundtable with UBS Asset Management
Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on…
10 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Markets start to fret'
Equity markets reacted to social media posts from US President Trump. Trump is often more coherent on social media than in off-the-cuff comments, and…
10 months, 3 weeks ago