Podcast Episodes
Back to Search
Top of the Morning: CIO Strategy Snapshot - The final stretch
With fifteen relevant trading days remaining for 2025, investors over the next few weeks will be watching for key economic data releases, a potential…
1 month, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Is a name emerging?'
US President Trump indicated that a nominee for Chair of the Federal Reserve has been selected (though without giving a name). Senate confirmation is…
1 month, 2 weeks ago
Talking Markets Podcast with Phil Orlando of Federated Hermes
Phil Orlando is the Chief Market Strategist and Global Head of Investment Directors at Federated Hermes. Phil reflects on the outcomes of the Novemb…
1 month, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Paying for price increases'
Today, US consumers give thanks by spending money—cutting savings rates to buy things they don’t need. Retailers will discount prices, but those dis…
1 month, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Something for everyone'
The Federal Reserve Beige Book of anecdotal evidence changed little—a stable outlook with some concerns. In the details, manufacturers and retailers …
1 month, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Consumers versus prices'
US September retail sales data were old news, but slightly softer. While it is tempting to blame the accelerating US inflation rate, retail sales are…
1 month, 3 weeks ago
Top of the Morning: CIO Strategy Snapshot - Further adjustment
Jason drops by to explain the contributing factors to recent volatility and pullbacks across parts of the equity market, and shares expectations for …
1 month, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Rate cut speculation'
Federal Reserve Governor Waller advocated a December rate cut, citing labor markets. If Waller is seriously concerned about employment, this would be…
1 month, 3 weeks ago
Macro Monthly Podcast with UBS Asset Management
Join Evan Brown, Head of Multi-Asset Strategy and Portfolio Manager for UBS Asset Management, for an assessment of the current macro and geopolitical…
1 month, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Fiscal largesse for no progress'
1 month, 3 weeks ago