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UBS On-Air: Paul Donovan Daily Audio 'The good life'
US data on income and spending confirms that the US consumer has money and is prepared to spend it. There was not, perhaps, much doubt of the latter …
1 year, 1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Rate cuts and tax hikes'
The Federal Reserve meeting minutes signalled a gradual series of rate reductions next year (a quarter point each quarter seems reasonable). A Decemb…
1 year, 1 month ago
How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)
As 2025 quickly approaches, Rich rejoins Jason for a year-ahead discussion, spanning the macroeconomic environment, to markets, to the landscape acro…
1 year, 1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Orthodoxy does not have influence'
Government by social media—US President-elect Trump pledged to hit US consumers with aggressive consumption tax hikes immediately on taking office. A…
1 year, 1 month ago
Top of the Morning: CIO Strategy Snapshot - The other “Trump put”
As we commence a shortened holiday trading week, Jason reflects on Friday’s announcement of global macro hedge fund investor Scott Bessent being nomi…
1 year, 1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Does orthodoxy also mean influence?'
Markets reacted positively to US President-elect Trump nominating the financier Bessent as treasury secretary. Investors prefer orthodoxy, predictabi…
1 year, 1 month ago
Top of the Morning: Key messages and investment themes for 2025
Our series of year ahead conversations continue as Mike Gourd stops by the studio to outline the key messages and investment themes from the UBS Chie…
1 year, 1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Political checks and balances'
Former US Congressperson Gaetz withdrew from the nomination to be US attorney general. This is not a post with much direct importance to investors (b…
1 year, 1 month ago
Top of the Morning: Year Ahead (2025) Roaring ‘20s: The Next Stage
Learn about key developments that will shape the next stage of the decade, including political change in the US, economic stimulus in China, geopolit…
1 year, 1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Ships and chips'
South Korean export data for early November rebounded from October’s decline, led by sales of microchips and ships—neither of these directly suggest …
1 year, 1 month ago