Podcast Episodes
Back to Search
UBS On-Air: Paul Donovan Daily Audio 'Revising history'
Today witnesses the extreme hype of US employment data. Today’s data also has annual benchmark revisions, which will confuse the headlines. Weirdly, …
1 year, 3 months ago
Talking Markets Podcast with Kristina Hooper (Invesco)
Kristina Hooper is the Chief Global Market Strategist at Invesco. We cover a wide range of topics, including a macroeconomic outlook, expectations f…
1 year, 3 months ago
UBS On-Air: Paul Donovan Daily Audio 'Right person, right job, right time'
New US Attorney General Bondi issued a flurry of memos, allegedly including a request to investigate companies pursuing diverse and inclusive workfor…
1 year, 3 months ago
Top of the Morning: Emerging market equities - Trade uncertainty and DeepSeek
As headline developments surrounding trade uncertainty and DeepSeek persist, Xingchen drops by to discuss what this all means for emerging market equ…
1 year, 3 months ago
UBS On-Air: Paul Donovan Daily Audio 'Trivialities and perceptions'
The US postal service has stopped receiving parcels from mainland China and Hong Kong after US President Trump taxed buyers of goods from mainland C…
1 year, 3 months ago
UBS On-Air: Paul Donovan Daily Audio 'Retreat repeat'
US President Trump again retreated from imposing aggressive taxes on US consumers. Although taxes on goods from Mexico and Canada are in theory delay…
1 year, 3 months ago
Top of the Morning: CIO Strategy Snapshot - Keeping it straight
Investors are weighing the announcement of new tariffs from the Trump administration, and the risks of a trade war, along with the implications of De…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'The Phantom Menace?'
Economists are geeks. Star Wars parallels are tempting: US President Trump as the Trade Federation leader; Trump’s largest donor Musk as Chancellor P…
1 year, 4 months ago
Top of the Morning: Q4 earnings update, US equity positioning
As the Q4 corporate reporting season continues, Matt updates us on how the results have been coming in across equity sectors. We also discuss recent…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Time for more taxes'
US President Trump reiterated their intention to aggressively tax US consumers of products from Canada and Mexico, possibly excepting oil consumers. …
1 year, 4 months ago