Podcast Episodes
Back to Search
UBS On-Air: Paul Donovan Daily Audio 'Central bankers speaking, everywhere'
Bank of Japan Governor Ueda spoke to the Japanese Diet, and was inclined to be somewhat hawkish. There was an acknowledgement of the instability of f…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Policy works with a lag'
The Federal Reserve minutes make it clear that rate cuts are coming (some wanted to cut in July). The Fed is late, and is now going to have to scramb…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Getting it wrong'
The US will be revising last year’s non-farm payrolls data. Markets have a heightened interest in the labor market, and these revisions are likely to…
1 year, 4 months ago
Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management
Tune in monthly to hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income and Liquidity teams. W…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Political theater, economic muttering'
US politicians are politicking. At the margin, Vice President Harris’s endorsement of the proposed increase in US corporate tax rates might seem to b…
1 year, 4 months ago
Top of the Morning: CIO Strategy Snapshot - Mo’ Momentum Markets
Jason explains why financial markets have become more prone to rollercoaster swings that result in positive momentum and sharp reversals. We also pr…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'More politics. More policy.'
The data calendar today is so quiet even ECB President Lagarde does not appear to be speaking. The lack of economic data to guide investors might be …
1 year, 4 months ago
Top of the Morning: The week in review and preview
We close out another trading week by recapping some notable economic data releases that could influence the Fed’s decision on rate cuts for the Septe…
1 year, 5 months ago
UBS On-Air: Paul Donovan Daily Audio 'The politicization of inflation'
The US middle-income consumer is doing just fine, with yesterday’s retail sales data showing little fear of unemployment and a willingness to indulge…
1 year, 5 months ago
Macro Monthly Podcast with UBS Asset Management
Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global macro environment, and markets.
1 year, 5 months ago