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Across the Pond: Trump’s next truce?
The returning US president has already helped broker a ceasefire between Israel and Hamas. He is now attempting to do the same for Russia and Ukraine…
11 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Policy and policy uncertainty'
The Federal Reserve did nothing on rates, which seemingly displeased US President Trump. Uncertainty about the inflationary impact Trump’s policies m…
11 months, 2 weeks ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 24)
On this week’s episode of Viewpoints, Burkhard reflects on the developments surrounding DeepSeek and the impact felt by US technology and energy comp…
11 months, 3 weeks ago
CIO Global Livestream: From tariffs to AI: how to navigate market volatility
Host, Kiran Ganesh, and colleagues present updated tariff scenarios, explore the implications of recent advancements in AI for investors, and share s…
11 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Rates and spending'
The Federal Reserve decides on rates—the market consensus is for unchanged rates today. US President Trump advocates for rate cuts, but that view poi…
11 months, 3 weeks ago
Fixed Income Conversation Corner with Gene Tannuzzo (Columbia Threadneedle) & Leslie Falconio (UBS CIO)
A wide-ranging fixed income discussion on yields, along with where pockets of vulnerability and opportunity exist within fixed income as we enter 202…
11 months, 3 weeks ago
Washington Weekly Podcast: Tarriff timetable, Cabinet hearings, Week one recap
Following what has been a busy first week in office for President Trump, Shane recaps some of the notable executive actions, developments, and travel…
11 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Efficiency versus GDP'
Investors’ sudden discovery of China’s DeepSeek arguably reminds markets of the Fukushima Effect —people adapt when facing adversity (e.g. restrictio…
11 months, 3 weeks ago
Top of the Morning: CIO Strategy Snapshot - Better Than Expected, Eh?
Despite markets reacting favorably to week one of Trump 2.0, Jason explains why expectations should be managed when it comes to market price action. …
11 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Reassuring signals?'
China’s industrial profits grew in December, with profit margins seemingly more or less stable. This has a bearing beyond China’s borders because if …
11 months, 3 weeks ago