Podcast Episodes
Back to Search
UBS On-Air: Paul Donovan Daily Audio 'Make America Uncertain Again'
The Federal Reserve’s Beige Book has biases. The businesses that provide anecdotal evidence will have an agenda, and the Fed economists who edit the …
1 year, 1 month ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 32)
How much longer will uncertainty last, and where might it all settle? Burkhard weighs in as investors continue to navigate everything from policy pi…
1 year, 1 month ago
CIO Fixed Income Roundtable Series: 2Q25 performance update
Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance and positioning update across fixed income sub-s…
1 year, 1 month ago
UBS On-Air: Paul Donovan Daily Audio 'The art of the retreat'
With investor concerns growing, US President Trump demonstrated the art of the retreat. They stated they had “no intention” of firing Federal Reserve…
1 year, 1 month ago
Top of the Morning: Muni Market - Dislocation brings opportunities
Despite near-term headwinds and elevated volatility, the market dislocation brings opportunities for muni investors. Sudip and Jeannine provide a mu…
1 year, 1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Real slowdown risks'
US President Trump again called for lower US interest rates. Markets interpreted this as undermining Federal Reserve independence, and markets do not…
1 year, 1 month ago
Top of the Morning: CIO Strategy Snapshot - No news is news
Following a relatively calm holiday shortened trading week with little to no developments on the tariff front, Jason updates on where tariff negotiat…
1 year, 1 month ago
UBS On-Air: Paul Donovan Daily Audio 'In Fed we trust?'
US National Economic Council Director Hassett said US President Trump was investigating whether they could fire Federal Reserve Chair Powell. Investo…
1 year, 1 month ago
Across the Pond: What comes next for global trade?
In the short period following early April’s “Liberation Day” announcement of tariffs by the White House, questions remain amongst global investors as…
1 year, 1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Self-inflicted slowdowns and the Fed'
Federal Reserve Chair Powell noted US President Trump’s trade taxes would raise inflation and lower economic growth. Markets have already worked this…
1 year, 1 month ago