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Across the Pond: Is gold’s remarkable run over?
Until recently, gold’s rally seemed unstoppable. In an environment where perceived safe havens were scarce, gold stood out. However, in recent week…
1 year ago
UBS On-Air: Paul Donovan Daily Audio 'Uncertainty hits forecasts'
The US long weekend was marked by aggressive policies and then a retreat, but that still leaves its mark on financial markets. The US dollar remains …
1 year ago
UBS On-Air: Paul Donovan Daily Audio 'Three reasons why'
US President Trump has retreated from their threat to aggressively tax US consumers of European products, delaying the suggested 50% tariff to July. …
1 year ago
UBS On-Air: Paul Donovan Daily Audio 'Better German growth'
Administration comments suggest US President Trump is willing to increase taxes on US consumers of EU-made products, if the EU does not make unilater…
1 year ago
UBS On-Air: Paul Donovan Daily Audio 'BBB'
US President Trump labelled the budget proposal trying to pass Congress a “Big Beautiful Bill.” BBB might be an unfortunate alliteration given concer…
1 year ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 30)
On this week’s episode of Viewpoints, Burkhard reflects on the latest with respect to trade, tariffs, and the markets, along with previews what inves…
1 year ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 30)
On this week’s episode of Viewpoints, Burkhard reflects on the latest with respect to trade, tariffs, and the markets, along with previews what inves…
1 year ago
UBS On-Air: Paul Donovan Daily Audio 'Big. Beautiful. Also bankrupt?'
US President Trump urged Congress to pass the “big, beautiful” budget. An International Monetary Fund (IMF) official urged the US to consider its uns…
1 year ago
Top of the Morning: Muni Market - A sigh of relief
The team spotlights the factors behind the recent rally in munis, along with improving technicals, and the return of inflows. We also review the Hou…
1 year ago
Fireside chat with Bill Ackman and Ryan Israel
Mark Axelowitz, Managing Director and UBS Private Wealth Advisor, and Solita Marcelli, Chief Investment Officer Americas, hosted a special fireside c…
1 year ago