Podcast Episodes
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UBS On-Air: Paul Donovan Daily Audio 'Scripted versus unscripted'
South Korea’s trade data for the first 20 days of January showed a decline in exports—there were more holidays this year than last, affecting the dat…
1 year, 2 months ago
Jump Start - Trump's inauguration, earnings season & the BoJ update
Will Trump's policy changes lead to near-term market volatility? Can earnings season stay solid amid anticipated market volatility? Will the Bank of …
1 year, 2 months ago
Around the Horn: Fixed Income Roundtable with UBS Asset Management
Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on…
1 year, 2 months ago
UBS On-Air: Paul Donovan Daily Audio 'Competitiveness considerations'
German December producer price inflation is due. This is not normally a major market concern, but as trade taxes and relative competitiveness become…
1 year, 2 months ago
UBS On-Air: Paul Donovan Daily Audio 'Trade taxes and the US Treasury'
US Treasury Secretary-nominee Bessent is a more orthodox cabinet nominee. Yesterday’s confirmation hearings saw generally articulate answers. The res…
1 year, 2 months ago
Fixed Income Conversation Corner with Ken Shinoda (DoubleLine) & Leslie Falconio (UBS CIO)
Our first conversation of the year begins with thoughts around the recent rise in yields, along with where pockets of vulnerability and opportunity e…
1 year, 2 months ago
UBS On-Air: Paul Donovan Daily Audio 'Benign inflation; now, what about growth?'
Yesterday’s US consumer price inflation data was benign. Consumer durable goods prices fell for a majority of the Biden administration. Although cons…
1 year, 2 months ago
How should I be positioned? with Rick Rieder (BlackRock) and Jason Draho (UBS CIO)
Rick rejoins Jason to begin a new year as the two discuss and share their views on the US macroeconomic environment, monetary policy and rates, along…
1 year, 2 months ago
UBS On-Air: Paul Donovan Daily Audio 'Shell shocked'
US December consumer price inflation should show modest headline gains. It is worth distinguishing inflation pressures and relative price changes. Eg…
1 year, 2 months ago
Top of the Morning: Fixed Income Strategist - A bumpy ride into 2025
Leslie rejoins the podcast to share CIO’s outlook for fixed income in 2025, including thoughts around the road ahead for monetary policy, what has be…
1 year, 2 months ago