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UBS On-Air: Paul Donovan Daily Audio 'Dissent and discontent'
The Federal Reserve once again mimicked the style of the Bank of England. There were multiple dissents. Governor Miran presumably has a bleak outlook…
1 month ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 54)
On this week’s episode of Viewpoints, Burkhard talks about the renaissance of European stocks and banks, and spotlights the roaring markets and econo…
1 month ago
Top of the Morning: CEO Macro Briefing Book - Year ahead
As 2026 quickly approaches, Paul drops by to discuss what small business owners should know about the policy and macro environment heading into the n…
1 month ago
UBS On-Air: Paul Donovan Daily Audio 'One Federal Reserve, many voices?'
The Federal Reserve’s December 2025 policy decision is finally revealed. The Fed has seemingly not attempted to change general expectations of a rate…
1 month ago
Muni Panel - 2026 outlook discussion with UBS & Nuveen
Tune in for a timely year-end and yeah-ahead conversation on the municipal bond market, which include 2025 performance reflections and 2026 performan…
1 month, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Twelve billion dollars'
Germany’s October trade surplus was larger than expected, principally because of a steeper fall in import demand. Globally, trade away from the US re…
1 month, 1 week ago
Top of the Morning: CIO Strategy Snapshot - Running it hot
We preview this week’s economic data releases, along with the December FOMC meeting. Plus, a look at some potential market-moving events to watch ou…
1 month, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'One trillion dollars'
China’s trade surplus exceeded one trillion US dollars in the 11 months to November. Round numbers do not matter in economics, but trends do. This su…
1 month, 1 week ago
Signal over Noise with Ulrike Hoffmann-Burchardi
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities fo…
1 month, 1 week ago
How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)
As 2025 draws to a close, we cap off the year with Rich and Jason exchanging expectations for the market and macro environment in 2026 - including th…
1 month, 1 week ago