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UBS On-Air: Paul Donovan Daily Audio 'Inflation quirks'
UK consumer and producer price inflation data for October leads today’s data calendar. The headline numbers will be distorted by the weirdness of UK …
1 year, 1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Policy and politics, in the absence of economics'
There is a quiet data calendar. Eurozone final consumer price inflation data for October is the textbook definition of an economic non-event. The reg…
1 year, 2 months ago
Top of the Morning: CIO Strategy Snapshot - Supply-side economics
As we await President-elect Trump’s personnel selections to carry out US economic policy, Jason examines the mix of known intended supply-side fiscal…
1 year, 2 months ago
Fixed Income Conversation Corner with Scott DiMaggio (AllianceBernstein) and Leslie Falconio (UBS CIO)
Our conversation outlines the current landscape for fixed income investors in the wake of the US election outcome, and where to locate opportunity wi…
1 year, 2 months ago
UBS On-Air: Paul Donovan Daily Audio 'Broadening out'
Financial markets had, perhaps, hoped that the next US treasury secretary would serve as a defender of free trade in the administration, and at least…
1 year, 2 months ago
UBS On-Air: Paul Donovan Daily Audio 'All the single ladies (and lads)'
China’s singles’ consumer spending festival may have helped support October retail sales data. Industrial production data was less surprising, althou…
1 year, 2 months ago
Washington Weekly Podcast: Cabinet nominations, DC visit, Congressional makeup
We recap President-elect Trump’s visit to Washington DC (including his White House meeting with President Biden), along with review the known staff p…
1 year, 2 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 19)
On this episode of Viewpoints, Burkhard weighs the latest US inflation data, along with considers the potential impact of US-imposed tariffs (to nati…
1 year, 2 months ago
UBS On-Air: Paul Donovan Daily Audio 'Disinflation beneath inflation'
US October producer price inflation is due. These numbers better reflect corporate pricing power than does the consumer price data. The tone should b…
1 year, 2 months ago
UBS On-Air: Paul Donovan Daily Audio 'The future of inflation and interest rates'
We get US consumer price inflation data today. In one sense, the numbers are curiously unimportant. There are potentially competing forces at work on…
1 year, 2 months ago