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Top of the Morning: The week in review and preview
Matt Tormey, Equity Strategist Americas from the UBS Chief Investment Office, joins Shiavon Chatman to recap the trading week - including an update o…
10 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'The retreat paradox'
The latest US tax increases were a 35% tax on products from Canada—in spite of Canadian concessions over digital taxes. It is not clear if the tax ap…
10 months, 3 weeks ago
Top of the Morning: Emerging Markets - Back in the spotlight
Alejo rejoins in studio for a mid-year conversation on the Emerging Markets, including a recap of first-half performance drivers, expectations for th…
10 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Masterful inactivity'
The Federal Reserve meeting minutes were a masterclass in the art of sitting on a fence. US President Trump’s trade tax inflation might be a one-off,…
10 months, 3 weeks ago
Navigating macroeconomic & geopolitical risks with Jordan Brooks, AQR Capital Management
Jordan Brooks serves as Principal and Co-Head of the Macro Strategies Group at AQR Capital Management. With no shortage of macroeconomic and geopoli…
10 months, 3 weeks ago
Top of the Morning: Emerging Markets - Investing in Brazil
A look at the investment case for Brazil, and why the environment of today differs from that of the past. We also discuss the implications of a weak…
10 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'The new tax wave'
US President Trump announced the start of a new wave of taxes on US consumers, with a 25% tax on US citizens who want to buy products from South Kore…
10 months, 4 weeks ago
Top of the Morning: POTUS 47 - One Big Beautiful Bill & US trade policy
Kurt rejoins the conversation to outline the notable takeaways and investment implications of One Big Beautiful Bill, which was signed into law by Pr…
10 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Delays and retreats'
The additional taxes US President Trump intended to impose on US consumers from Wednesday will now be delayed until 1 August. That means that, allowi…
10 months, 4 weeks ago
Across the Pond: America is not the only AI game in town
The US has been at the vanguard of the global AI revolution, having been responsible for the bulk of innovation, capital spending, and adoption. But …
10 months, 4 weeks ago