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UBS On-Air: Paul Donovan Daily Audio 'Consuming savings'
Today we get information on the US consumer—but unfortunately it is a mix of old data and misdirection. September personal income and spending number…
1 month, 1 week ago
Fixed Income Conversation Corner with Clayton Triick (Angel Oak) and Leslie Falconio (UBS CIO)
A look at the landscape for Agency RMBS and the Housing Market, including a look at the prospects for and implications of the 50-yr and portable mort…
1 month, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Labor pains?'
The US labor market is, rightly, a key focus. Low fear of unemployment gave US consumers the confidence to reduce savings rates. That reduction in sa…
1 month, 1 week ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 53)
On this week’s episode of Viewpoints, Burkhard contemplates whether the “Santa Rally” is still alive, or if investors should pack-up for the holiday …
1 month, 1 week ago
Municipal Brief: New York City - Looking ahead
In the wake of Zohran Mamdani's recent win as New York City's 111th mayor, Jeannine and Ted discuss CIO’s Risk Categories for the city's debt, and wh…
1 month, 1 week ago
House Call: Talking Equity Markets with UBS Asset Management
Join Jeremy Zirin, Head of the Private Client U.S. Equity Teams with UBS Asset Management, as he shares a performance update and outlook for U.S. equ…
1 month, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Old price data still interests'
US September import price inflation is old news, but will still be poured over by economists. Exporters do not pay tariffs in any economy—the legal l…
1 month, 2 weeks ago
Top of the Morning: Emerging Markets - Where luck meets skill
Alberto rejoins the podcast for a macro and positioning update for the Emerging Markets, including a look at preferences across Emerging Market equit…
1 month, 2 weeks ago
Washington Weekly Podcast: Russia-Ukraine, Venezuela, Congressional agenda
Shane drops by for a geopolitics roundup with updates on the latest developments with respect to the Russia-Ukraine War and Venezuela. We also revie…
1 month, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Managing debt'
Japan’s 10-year government bond auction had solid demand. Normally, this would not merit attention, but international investors have been getting anx…
1 month, 2 weeks ago