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UBS On-Air: Paul Donovan Daily Audio 'Inflating trade’s importance'
China halted the import of Boeing planes; US President Trump asked China to call him, and then imposed permanent restrictions on NVIDIA chip sales to…
11 months, 2 weeks ago
Fixed Income Conversation Corner with Ed Al-Hussainy (Columbia Threadneedle) 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…
11 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Let’s try some more!'
US President Trump appears “very happy” with the economic consequences of trade taxes to date, and is therefore proposing to add to US consumers’ tax…
11 months, 2 weeks ago
Top of the Morning: CIO Strategy Snapshot - What Exactly is Trumponomics?
As investor uncertainty persists over the direction of US trade policy, Jason applies some definition to “Trumponomics”, along with explains the equi…
11 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Policy competence questions'
US President Trump retreated from more trade taxes on Friday, exempting iPhones and some other electronics from much of the 145% tax on imports from …
11 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Not entirely usual'
US President Trump’s administration clarified the 125% tax on imports from China was 145%. This increase will not shift demand patterns (it will cost…
11 months, 3 weeks ago
Top of the Morning: Why we're not worried - and you shouldn't be either
It’s natural to feel anxious during market drawdowns, which is why having a plan to weather market storms (and take advantage of market volatility) c…
11 months, 3 weeks ago
Washington Weekly Podcast: Tariff developments, Budget resolution & more
As US trade policy continues to evolve quickly, Shane drops by to update us on the latest, and what the near-term may consist of with respect to nego…
11 months, 3 weeks ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 31)
On this week’s episode of Viewpoints, Burkhard weighs in on the recent tariff-related volatility in the markets and shares guidance on how investors …
11 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Retreat, repeat, retreat, repeat'
US President Trump’s retreat from trade taxes took less than 24 hours. However, taxes on imports from China increased, and the universal 10% import t…
11 months, 3 weeks ago