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UBS On-Air: Paul Donovan Daily Audio 'Barnier falls'
As expected, French Prime Minister Barnier lost a vote of confidence. That was the shortest-lived French government in over sixty years (he did outla…
1 year, 3 months ago
Top of the Morning: Asian markets and economies in 2025
With new trade policies expected from the incoming Trump administration in the year ahead, we examine the potential impacts and implications to econo…
1 year, 3 months ago
UBS On-Air: Paul Donovan Daily Audio 'Rule of law'
In the UK, 11pm is when pubs close and the risk of sending incoherent text messages increases. In South Korea, 11pm was when President Yoon decided t…
1 year, 3 months ago
Top of the Morning: Emerging Markets in the Roaring 20s
Our series of year ahead conversations continue with a look at expectations for emerging market assets in 2025, including equities, bonds, and curren…
1 year, 3 months ago
UBS On-Air: Paul Donovan Daily Audio 'Après moi, le déluge?'
The French government faces a vote of confidence tomorrow, with both the far right and the left pledging to vote against Prime Minister Barnier over …
1 year, 3 months ago
Top of the Morning: CIO Strategy Snapshot - Festive not frothy, yet
Are the markets getting too frothy, and have investors become too exuberant? Jason weighs these concerns, along with takes inventory of tariffs bein…
1 year, 3 months ago
UBS On-Air: Paul Donovan Daily Audio 'The importance of being the dollar'
US President-elect Trump has threatened to tax US consumers aggressively via tariffs, if countries “replace” the dollar. It is not clear what “replac…
1 year, 3 months ago
CIO Global CIO Livestream: Year Ahead 2025
The decade so far has been a “Roaring ‘20s” by many measures. Now, we’re getting set to navigate geopolitical uncertainty, lower interest rates, and …
1 year, 3 months ago
UBS On-Air: Paul Donovan Daily Audio 'Budgets and bonds'
The French budget and bond yields are attracting attention, with the media ever eager to spot another Truss debacle. This weekend will (presumably) s…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'The good life'
US data on income and spending confirms that the US consumer has money and is prepared to spend it. There was not, perhaps, much doubt of the latter …
1 year, 4 months ago