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Jump Start - Trump's inauguration, earnings season & the BoJ update
Will Trump's policy changes lead to near-term market volatility? Can earnings season stay solid amid anticipated market volatility? Will the Bank of …
11 months, 4 weeks ago
Around the Horn: Fixed Income Roundtable with UBS Asset Management
Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on…
11 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Competitiveness considerations'
German December producer price inflation is due. This is not normally a major market concern, but as trade taxes and relative competitiveness become…
11 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Trade taxes and the US Treasury'
US Treasury Secretary-nominee Bessent is a more orthodox cabinet nominee. Yesterday’s confirmation hearings saw generally articulate answers. The res…
1 year ago
Fixed Income Conversation Corner with Ken Shinoda (DoubleLine) & Leslie Falconio (UBS CIO)
Our first conversation of the year begins with thoughts around the recent rise in yields, along with where pockets of vulnerability and opportunity e…
1 year ago
UBS On-Air: Paul Donovan Daily Audio 'Benign inflation; now, what about growth?'
Yesterday’s US consumer price inflation data was benign. Consumer durable goods prices fell for a majority of the Biden administration. Although cons…
1 year ago
How should I be positioned? with Rick Rieder (BlackRock) and Jason Draho (UBS CIO)
Rick rejoins Jason to begin a new year as the two discuss and share their views on the US macroeconomic environment, monetary policy and rates, along…
1 year ago
UBS On-Air: Paul Donovan Daily Audio 'Shell shocked'
US December consumer price inflation should show modest headline gains. It is worth distinguishing inflation pressures and relative price changes. Eg…
1 year ago
Top of the Morning: Fixed Income Strategist - A bumpy ride into 2025
Leslie rejoins the podcast to share CIO’s outlook for fixed income in 2025, including thoughts around the road ahead for monetary policy, what has be…
1 year ago
UBS On-Air: Paul Donovan Daily Audio 'Trade taxes and boiling frogs'
Markets have reacted to media reports suggesting that the next US administration will impose trade taxes on US consumers gradually, month by month. R…
1 year ago