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UBS On-Air: Paul Donovan Daily Audio 'Don’t blame the ISM'
Equity markets had one of their funny turns yesterday. Some commentators, searching for scapegoats, want to blame the US ISM manufacturing sentiment …
1 year, 4 months ago
Top of the Morning: Emerging Markets - Patiently awaiting the US elections
As Election Day in the US quickly approaches, Alejo stops by the studio to outline the implications of different outcome scenarios to emerging market…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'More economic nationalism'
Following Canada’s decision to dramatically tax Canadian consumers of electric vehicles made in China, China has launched anti-dumping investigations…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'The ongoing rise of prejudice politics'
In Germany, the far-right AfD won the largest share of the vote in Thuringia’s state elections. That and high support levels for the AfD and the far-…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Disinflation data'
Disinflation data continues today. The US July personal consumer expenditure deflator is expected to show fairly stable inflation rates. It is worth …
1 year, 4 months ago
CIO Global Livestream - After the correction
In this global CIO livestream, Global Chief Investment Officer Mark Haefele and his colleagues from around the world will delve into the recent marke…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'The (dis) inflation cycle starts again'
The cycle of European consumer price inflation data is about to start again (in reality, this is pretty much a perpetual cycle). The Spanish and Germ…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Micro and macro'
There is little macroeconomic data today. Asian markets have been moved by corporate news, with micro evidence of additional weakness from China’s co…
1 year, 4 months ago
ElectionWatch: ‘After the convention’ - DNC edition
We weigh in on the state of the race and investment implications following the Democratic National Convention (DNC). Featured are Tom McLoughlin, Co…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'The disappearance of dumping'
The rise of economic nationalism has encouraged a rise in accusations of export “dumping” (selling at a loss in foreign markets)—and China has been s…
1 year, 4 months ago