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UBS On-Air: Paul Donovan Daily Audio 'US President Trump’s confusion'
US President Trump confused investors by appearing to delay taxing US consumers of Mexican and Canadian goods. The White House then “clarified” that …
10 months, 3 weeks ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 26)
On this week’s episode of Viewpoints, Burkhard explains how and why market activity (and performance) has started to shift from the US to the rest of…
10 months, 3 weeks ago
Top of the Morning: Strategies to improve your after-tax wealth potential
Many investors want to know the possibility of changes to federal income tax policies, and what the changes might mean for their personal tax burden.…
10 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Panem or Panglossian?'
US equity markets were a little disturbed by a sharp decline in a consumer confidence survey—but these surveys are distorted by partisan politics. De…
10 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Is an avocado tax credible?'
US President Trump repeated their intention to aggressively tax US consumers of goods from Canada and Mexico, starting next week. Markets do not enti…
10 months, 3 weeks ago
Top of the Morning: CIO Strategy Snapshot - Policy put or policy error
Jason weighs whether the main macroeconomic debate in 2025 relevant for the markets may be whether a Trump policy put is more or less likely than a p…
10 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Breaking with the past'
As with many other elections in the past 12 months, the Germans voted against their incumbent government. The CDU’s Merz is expected to become the ne…
10 months, 3 weeks ago
Washington Weekly Podcast: Capitol Hill & Geopolitics roundup
Against the backdrop of a potential shutdown of the US government next month, Shane updates us on a range of priorities being addressed by Congress. …
10 months, 4 weeks ago
Sustainable Investing Perspectives with Dan Roarty (AllianceBernstein) & Amantia Muhedini (UBS CIO)
We discuss the European Union Omnibus regulations, along with Trump administration executive orders that have attracted attention to the sustainabili…
10 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'The risk of fantastic savings'
US Treasury Secretary Bessent signaled that former US Treasury Secretary Yellen’s debt issuance plan would continue, implying no increase in longer-d…
10 months, 4 weeks ago