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UBS On-Air: Paul Donovan Daily Audio 'Perceptions versus realities'
US President Trump has declared trade talks with China “not easy”. There may be a difference between the administration’s perception of its bargainin…
11 months, 3 weeks ago
Top of the Morning: CIO Strategy Snapshot - Labor data, Trade update, DC roundup
Jason rejoins in-studio to weigh in on a variety of factors that have (or have the potential to) move markets, including last week’s labor market dat…
11 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Perception of politics'
Media coverage of events in Los Angeles has been intense. There are economic and financial market consequences, but domestic and international invest…
11 months, 3 weeks ago
Top of the Morning: POTUS 47 - Has the worst of the tariff threat passed?
Kurt rejoins the conversation in studio to reflect on the latest developments surrounding US trade policy, along with how markets have reacted - plus…
11 months, 3 weeks ago
Top of the Morning: Emerging Markets - As goes the US dollar, so goes EM
We check back in on the emerging markets by discussing the headwinds facing the US dollar, and what it all means for emerging market assets. Plus, a…
11 months, 3 weeks ago
Top of the Morning: The week in review and preview
We close out the week by reflecting on the latest jobs numbers and what the results indicate about the health of the US labor market. We also review…
11 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Hiring, firing, and imprecise data'
The US May employment report is due, with the regular reminders that this data has become increasingly unreliable in recent years, and average earnin…
11 months, 4 weeks ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 36)
On this week’s episode of Viewpoints, Burkhard outlines the investment case for global markets to continue their climb higher and provides a performa…
11 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Powell's policy problem'
A total of 52 out of 52 surveyed economists expect a quarter point ECB rate reduction today. How could so many economists possibly be wrong?
11 months, 4 weeks ago
How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)
Rich rejoins the conversation with Jason to exchange thoughts around the evolution of US trade policy, the current market environment, the health of …
1 year ago