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CIO Fixed Income Roundtable Series: 2024 in review
As 2024 comes to a close, the CIO Fixed Income team reflects on performance across sub-sectors (including Municipals, Investment Grade, and Preferred…
1 year, 1 month ago
Top of the Morning: US Healthcare - 2025 outlook & themes
Our series of year-ahead conversations continue with a look at performance expectations and themes in focus for the US healthcare sector in 2025. We…
1 year, 1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Real talk'
US consumer price inflation data is due for November. These numbers are something of a mess. A quarter of the index is a fantasy price no one pays. I…
1 year, 1 month ago
Top of the Morning: CEO Macro Briefing - 12 questions ahead of 2025
In this special edition of the CEO Macro Briefing Book series, Paul Hsiao outlines some of the top questions on the minds of business owner clients a…
1 year, 1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Taxing US consumers, cutting China’s taxes'
China’s consumers have been unenthusiastic, and exports are not necessarily dependable. Yesterday, China’s politburo signaled additional monetary and…
1 year, 1 month ago
Top of the Morning: CIO Strategy Snapshot - What risks?
Despite the emergence of growing global political risks in recent days and weeks, markets and investors appear to be unfazed - Jason offers thoughts …
1 year, 1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Taxing via tariffs'
US President-elect Trump gave a wide ranging interview, touching on several points that matter to investors. Trump seemed to acknowledge the independ…
1 year, 1 month ago
Top of the Morning: Nov Jobs Report, Fed roundup, & the week ahead
As we close out another trading week, Mike Gourd drops by to recap the latest employment data, along with the remarks from several Fed officials this…
1 year, 1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Employment without consensus'
US employment report Friday looms, when markets get excited about what an unreliable survey tells us about the economic outlook. The aftermath of str…
1 year, 1 month ago
Washington Weekly Podcast: Government Funding, Farm Bill, Cabinet picks, & more
In this episode, Shane updates on several key legislative priorities of Congress before year-end, including a government funding bill, a Farm bill, a…
1 year, 1 month ago