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Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 12)
This week on the Viewpoints podcast, Burkhard returns following a late-summer hiatus to bring us up to speed on how the global market and macro lands…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Politics, and prices'
The market consequences of the US presidential debate rested on whether it changed probabilities around the election, and whether more substantial po…
1 year, 4 months ago
CIO House View Monthly Livestream (Sep)
Hear insights from David Lefkowitz, Head of Equities, CIO Americas, and Kurt Reiman, Head of Fixed Income and Municipal Securities, CIO Americas. Ho…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Shouting matches'
The only scheduled US presidential debate is after US markets have closed today. This is near enough to the election for investors to care. Investors…
1 year, 4 months ago
Top of the Morning: CIO Strategy Snapshot - Back to school
The Snapshot is back in session with a busy stretch of weeks ahead - Jason reflects on the current state of the US economy and recent market performa…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'The US and China – different consumers'
The US has more people employed, working longer hours, for more pay. Last Friday’s employment report essentially summarized a soft economic landing. …
1 year, 4 months ago
Top of the Morning: August Jobs Report, and the week ahead
The latest employment report is in - Brian stops by to provide thoughts around the health of the US labor market, and what this latest data means for…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'The employment roulette wheel'
Just one month ago, markets were panicked by the release of an unreliable labor market signal, distorted by seasonal peculiarities. Now, once again, …
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Constraining capital'
The Washington Post reports that US President Biden will prevent Japan’s Nippon Steel from acquiring US Steel, citing national security grounds. Ther…
1 year, 4 months ago
Washington Weekly Podcast: Legislative agenda, Decision 2024 update
As Congress returns from summer recess, and the race for the White House heats up, Shane drops by to outline legislative priorities over the next few…
1 year, 4 months ago