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UBS On-Air: Paul Donovan Daily Audio 'Keeping trade in the spotlight'
Selected European countries are meeting in Paris to discuss the Russia-Ukraine war. This is not likely to be market moving. Europe has allocated abou…
11 months ago
UBS On-Air: Paul Donovan Daily Audio 'Protectionist, or pushover?'
Yesterday was US President Trump’s very big announcement on reciprocal tariffs, which turned out to be a plan to investigate taxing US consumers at a…
11 months ago
UBS On-Air: Paul Donovan Daily Audio 'The damage of data dependency'
Yesterday’s US consumer price data provoked some unease in bond markets. This is mainly the fault of Federal Reserve Chair Powell—not because Powell’…
11 months ago
UBS On-Air: Paul Donovan Daily Audio 'The wider politics of price rises'
US January consumer price inflation will be largely unaffected by US President Trump’s trade taxes (though prices are occasionally raised in anticipa…
11 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Time to plead for exceptions?'
US President Trump stated there will be no exceptions to aggressively taxing US buyers of foreign metals (due to start on 4 March, giving time for US…
11 months, 1 week ago
Top of the Morning: CIO Strategy Snapshot - Latest on tariffs & the economy
We begin the week by assessing the latest developments surrounding tariffs, recapping the January jobs report, and previewing upcoming inflation data…
11 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'What tariff retreats teach us'
US President Trump (temporarily) retreated from ending de minimis tariff exemptions. De minimis rules mean US consumers do not pay trade taxes on imp…
11 months, 1 week ago
Jump Start - Chinese tariffs on the US set to take effect, Fed speak & US AI security policy
In this episode, CIO's Jon Gordon provides an update on Chinese tariffs on the US coming into effect, Fed speak & US AI security policy under Preside…
11 months, 1 week ago
Top of the Morning: January Jobs report, week ahead
Brian shares his thoughts on the current health of the US labor market following today’s release of the January employment report. Plus, a look at t…
11 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Revising history'
Today witnesses the extreme hype of US employment data. Today’s data also has annual benchmark revisions, which will confuse the headlines. Weirdly, …
11 months, 1 week ago