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UBS On-Air: Paul Donovan Daily Audio 'From inflation to labor markets'
US July consumer price inflation data continued recent trends. Most sectors of the US economy have deflation somewhere (furniture prices seem to be p…
1 year, 5 months ago
UBS On-Air: Paul Donovan Daily Audio 'Disinflation and what it means'
The publication of US consumer price inflation forces economists to become used car salespeople and real estate fantasists. Part of the disinflationa…
1 year, 5 months ago
UBS On-Air: Paul Donovan Daily Audio 'Real real rates'
US July producer price data are due. Producer prices better represent corporate pricing power than consumer prices. (Consumer prices are a combinatio…
1 year, 5 months ago
Top of the Morning: CIO Strategy Snapshot: The calm - that refreshes?
Jason explains last week’s market evolution, and what this week might deliver for the markets as we anticipate key economic readings on consumer spen…
1 year, 5 months ago
UBS On-Air: Paul Donovan Daily Audio 'Inflation anticipation'
At the risk of tempting fate, financial markets seem to have got the past week’s hysteria out of their systems and are prepared to go back to looking…
1 year, 5 months ago
Top of the Morning: The week in review and preview
As we close out another trading week, Matt recaps the drivers behind the volatile swings within US equity markets over the past four sessions, along …
1 year, 5 months ago
UBS On-Air: Paul Donovan Daily Audio 'Missing demand'
China’s July consumer price inflation rose a little more than expected, but this was not a signal of better demand. Excluding food prices inflation m…
1 year, 5 months ago
Top of the Morning: Navigating market volatility in Asia
Following a period of volatility across Asian equity markets, notably Japan, and within the technology sector, Xingchen stops by the studio to explai…
1 year, 5 months ago
How should I be positioned? with Jeffrey Sherman (DoubleLine) and Jason Draho (UBS CIO)
In the wake of the recent episode of global market volatility, Jeffrey rejoins Jason on the podcast to exchange views on the volatility drivers, an o…
1 year, 5 months ago
UBS On-Air: Paul Donovan Daily Audio 'US employment data you can count'
There is an eerie calm over the economic calendar. Weekly US initial jobless claims data may get more attention than normal. This is not survey evide…
1 year, 5 months ago