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UBS On-Air: Paul Donovan Daily Audio 'Policy and promises'
The ECB is almost certain to repeat its earlier policy rate error and unnecessarily raise interest rates. There is unlikely to be any inflation or ec…
1 month ago
Top of the Morning: State of the US Consumer & Back to School trends
Sunny Mehra, Consumer Strategist Americas with the UBS Chief Investment Office, drops by to provide a health check on the US consumer, including a lo…
1 month ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 72)
On this week’s episode, we catch up with Burkhard following his recent visit to Hamburg, Germany as he shares takeaways from meetings held with famil…
1 month, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Market and non-market inflation forces'
China’s August consumer and producer price inflation was slightly higher. The suggestion is not that better demand is driving up prices, but that glo…
1 month, 1 week ago
Top of the Morning: Election Watch 2026 - Something old, something new
Kurt and Shane drop by to discuss the two of the most consequential policy questions of the 2025 mid-term election cycle - something old (Social Secu…
1 month, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Trading carefully'
China’s July trade data showed ongoing growth in exports—some of this reflects re-exporting. The gap between what China says it is selling to the US …
1 month, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Monetary policy and forever wars'
Markets’ responses to last Friday’s US employment report rebuke US monetary policy communication. The report showed strong payrolls growth, but unemp…
1 month, 1 week ago
Signal over Noise: To hike or not to hike
With inflation and labor data providing a mixed picture on the Fed’s dual-mandate goals, the Fed faces a closely balanced decision between a rate hik…
1 month, 1 week ago
Washington Weekly Podcast: Open-Source AI Leadership Act, Funding Bill, US-Iran War
Shane drops by ahead of the Labor Day holiday weekend to update on this week’s developments up on Capitol Hill, including Congressional efforts to ke…
1 month, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Talking calmly'
In the unnecessarily uncertain world of US monetary policy, we heard from Federal Reserve Governor Waller. Waller signaled a desire for unchanged pol…
1 month, 1 week ago