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UBS On-Air: Paul Donovan Daily Audio 'Diminished guidance'
US President Trump posted on social media that the US will “guide” commercial shipping through the Strait of Hormuz. Media reports suggest this will …
4 weeks, 2 days ago
Signal over Noise: What the Fed transition means for the US fixed income markets
The end of Jerome Powell’s term as Fed chair brings a shift in US monetary policy, with a divided committee and new leadership on the horizon. We bre…
4 weeks, 2 days ago
Top of the Morning: FOMC takeaways & US economic update
Andrew Dubinsky, Senior US Economist, joins to reflect on this week’s FOMC meeting and the likely final press conference held by Chairman Jerome Powe…
1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Crashing economies'
US President Trump vowed to keep the (US) Hormuz blockade, declaring the Iranian economy was “crashing,” which would force negotiations. Investors ar…
1 month ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 62)
On this episode of Viewpoints, Burkhard reflects on the factors that are contributing to global equity markets grinding higher, despite continued unc…
1 month ago
UBS On-Air: Paul Donovan Daily Audio 'The British are coming'
Despite King Charles reassuring US members of Congress that there was no “rearguard action” to re-establish control, the Federal Reserve has acquired…
1 month ago
Talking Markets Podcast (Geopolitics & Emerging Markets) with Arif Joshi of Bramshill Investments
Arif Joshi is a Senior Managing Director and Head of the Emerging Markets platform at Bramshill Investments. Arif shares boots-on-the-ground insight…
1 month ago
UBS On-Air: Paul Donovan Daily Audio 'UAE cashes out of OPEC'
The UAE’s imminent departure from the OPEC oil cartel is the most significant to date. Near term, there is little impact—oil prices are primarily inf…
1 month ago
Top of the Morning: 250 years of US innovation - Credit Cards
The seventh edition of CIO’s 250 years of US innovation series, A great future in plastics, examines how credit cards evolved from a simple piece of …
1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Reality slowly creeps in'
The longer the Strait of Hormuz is closed, the less market impact US President Trump’s early morning social media posts are likely to have. While phy…
1 month ago