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UBS On-Air: Paul Donovan Daily Audio 'Setting rates'
The Bank of Japan raised interest rates a quarter point, as had been signaled in the media in advance. The BoJ appears to have confidence in rising w…
11 months, 3 weeks ago
Top of the Morning: Roaring 20s - Roaring at the Midpoint
Jason and Paul rejoin in-studio to share their revised assessment as to whether the US economy is still on track to mirror a “Roaring 20s” scenario t…
11 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Tariffs may not “solve” everything'
Japan’s December trade data had weaker imports and stronger exports than had been expected. Exports to the US declined, which rather argues against p…
11 months, 3 weeks ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 23)
On the first episode of Viewpoints for 2025, Burkhard shares some boots-on-the-ground perspective from the annual World Economic Forum in Davos, Swit…
11 months, 4 weeks ago
Top of the Morning: Sustainable Investing - 10 expectations for 2025 and beyond
Amantia rejoins the conversation in-studio to share some thoughts around the implications of recently signed executive orders by President Trump as i…
11 months, 4 weeks ago
House Call: Talking Equity Markets with UBS Asset Management
Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client U…
11 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Threats and freezes'
UK government borrowing rose in December. Higher interest payments on inflation-linked debt were a significant part of this. Inflation-linked debt is…
11 months, 4 weeks ago
Top of the Morning: CIO Strategy Snapshot - Fit check
As President Trump’s second term is now underway, Jason performs a “fit check” assessment of the US economy and markets. Tune in for the takeaways, …
11 months, 4 weeks ago
Across the Pond: Getting back into the fast lane
Amid the woes, where are the opportunities in Europe’s car industry? President-elect Trump has threatened to slap higher tariffs on European carmake…
11 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Scripted versus unscripted'
South Korea’s trade data for the first 20 days of January showed a decline in exports—there were more holidays this year than last, affecting the dat…
11 months, 4 weeks ago