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Top of the Morning: Fixed Income - Keeping a credit eye on AI
We discuss how artificial intelligence (AI) is impacting credit markets, along with the drivers behind fixed income sector performance throughout Feb…
1 month ago
Top of the Morning: Chips Ahoy - The semiconductor
The 250 years of US innovation publication series highlights examples of how transformational innovation has been an engine of US economic growth sin…
1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Inflation (but not the really exciting sort)'
Assorted provinces of the Euro empire will be releasing their flash February consumer price inflation data. There is little expectation for any drama…
1 month ago
How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)
Torsten rejoins Jason to exchange thoughts on the health and direction of the U.S. economy, the road ahead for monetary policy (along with the implic…
1 month ago
UBS On-Air: Paul Donovan Daily Audio 'More tariff threats?'
The Bank of Korea left rates unchanged, as every economist predicted. There was forward guidance (regrettably, the Bank of Korea likes the Federal Re…
1 month ago
Top of the Morning: POTUS 47 - U.S. trade policy, Geopolitics, & State of the Union address
Kurt Reiman, Head of Fixed Income Americas, and Shane Lieberman, Senior Governmental Affairs Advisor, provide a comprehensive update on a range of ti…
1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Trying to change perceptions'
US President Trump’s State of the Union address defended the past year, seeking to reset the economic narrative of the past year. As such, it is not …
1 month ago
Top of the Morning: Quant Pathways - Quantitative equity investing
Our conversation focuses on considerations when it comes to quantitative equity investing, including a look a common misconceptions, how strategies h…
1 month ago
UBS On-Air: Paul Donovan Daily Audio 'The state of the world'
US President Trump delivers a State of the Union address to Congress. Normally, these are not market moving, but investors will look for two things: …
1 month ago
Top of the Morning: CIO Strategy Snapshot - A ?run it hot? verdict
After spending the past few weeks fixated on AI disruption risk and macroeconomic data, investors were reminded Friday morning that tariffs are still…
1 month, 1 week ago