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UBS On-Air: Paul Donovan Daily Audio '….not well'
Financial markets expected a significant tax increase from US President Trump. Yesterday’s reaction shows the tax increase was worse than anticipated…
1 year, 2 months ago
Washington Weekly Podcast: The latest on tariffs, Special election takeaways
In the wake of the latest tariff news out of the White House, Shane reflects on the impacts to US trading relationships around the globe, along with …
1 year, 2 months ago
Top of the Morning: ‘POTUS 47 Series: Latest on tariffs, the economic and market impact’
An inventory of Wednesday’s tariff announcement by the Trump administration, along with an assessment of potential economic impacts, and reflections …
1 year, 2 months ago
UBS On-Air: Paul Donovan Daily Audio 'Well….'
US President Trump unveiled a massive tax increase for US companies and consumers. Tariffs were set at (0.5 x bilateral trade deficit / US imports). …
1 year, 2 months ago
UBS On-Air: Paul Donovan Daily Audio 'Economists’ ignorance is the problem'
Economists know what they don’t know. US President Trump is expected to announce the largest peacetime tax increase in US history. The erratic nature…
1 year, 2 months ago
UBS On-Air: Paul Donovan Daily Audio 'United fronts'
A social media post from a semi-official China account suggested that China, Japan, and South Korea would present a united front against US trade tax…
1 year, 2 months ago
Top of the Morning: CIO Strategy Snapshot - From uncertainty to Risk
Jason previews what will be a busy few days ahead for the markets, including an impending announcement of reciprocal tariffs by the Trump administrat…
1 year, 2 months ago
UBS On-Air: Paul Donovan Daily Audio 'End the Fed'
Overnight US President Trump’s influential donor Musk reiterated a desire to “end the Fed.” Abolishing the Federal Reserve is part of the reported Pr…
1 year, 2 months ago
Market outlook: Is the glass still half full? with Henry McVey (KKR) & Solita Marcelli (UBS CIO)
Hear from Henry McVey, Head of Global Macro, Balance Sheet & Risk and CIO of KKR’s Balance Sheet, and Solita Marcelli, CIO Americas for UBS Global We…
1 year, 2 months ago
Washington Weekly Podcast: Latest on tariffs, Signal, Geopolitics roundup
Shane recaps this week’s developments surrounding auto tariffs and previews potential additional tariff-related announcements set for next week. We …
1 year, 2 months ago