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UBS On-Air: Paul Donovan Daily Audio 'Not blinking. Possibly winking'
India conducted military strikes against Pakistan, and Pakistan’s defense minister has pledged retaliation. Investors appear to be expecting a relati…
1 year ago
Top of the Morning: Emerging Market equities - Impacts of US trade policy
As US trade policy continues to evolve and uncertainty remains in the markets, Xingchen drops by the podcast to provide a performance update and outl…
1 year ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 36)
On this week’s episode of Viewpoints, Burkhard outlines the investment case for global markets to continue their climb higher and provides a performa…
1 year ago
UBS On-Air: Paul Donovan Daily Audio 'It’s a Barbie world'
The manufacturer of Barbie dolls has warned that higher prices are coming to US consumers, as a direct consequence of tariffs. Moving production to t…
1 year ago
Top of the Morning: CIO Strategy Snapshot - What if?
Jason joins the podcast this week from Zurich as we discuss the drivers behind the recent upside momentum across US equities. Plus, we weigh the ups…
1 year ago
UBS On-Air: Paul Donovan Daily Audio 'Doing nothing in an uncertain world'
Investors await the Federal Reserve’s Wednesday policy decision. There is little expectation of a rate change. Preliminary April employment data show…
1 year ago
Washington Weekly Podcast: First 100 days, Reconciliation bill, Russia-Ukraine
Shane reflects on the first 100 days of the Trump administration, along with updates on where efforts and negotiations stand on Capitol Hill surround…
1 year, 1 month ago
Top of the Morning: April Jobs Report, Q1 GDP, & the week ahead
We close out a busy macro week with thoughts from Brian on the latest US employment and GDP data. Plus, a look at what to expect in the week ahead. …
1 year, 1 month ago
UBS On-Air: Paul Donovan Daily Audio '“Temu tax” time'
The US “Temu tax” takes effect at midnight, whereby US consumers pay their government for the privilege of buying low cost products directly from Chi…
1 year, 1 month ago
Top of the Morning: Emerging Markets - Digesting regime change
Having just attended the IMF-World Bank meetings in Washington DC, Alejo rejoins the conversation for some boots-on-the ground takeaways around the i…
1 year, 1 month ago