Podcast Episodes
Back to Search
Top of the Morning: Fixed Income Strategist - A bumpy ride into 2025
Leslie rejoins the podcast to share CIO’s outlook for fixed income in 2025, including thoughts around the road ahead for monetary policy, what has be…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Trade taxes and boiling frogs'
Markets have reacted to media reports suggesting that the next US administration will impose trade taxes on US consumers gradually, month by month. R…
1 year, 4 months ago
Top of the Morning: CIO Strategy Snapshot - The trend is your friend
What does a combination of good economic data and higher rates mean for the markets? Following a strong December jobs report, and with yields contin…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Buy before prices rise'
China’s December trade data showed even more strength in exports than had been anticipated. This is being attributed to US companies stockpiling ahea…
1 year, 4 months ago
Top of the Morning: Dec Jobs Report, FOMC, and the week ahead
We close out the first trading week of 2025 by reflecting on the December employment report, along with the minutes from the December FOMC meeting. …
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Dullness, and bias'
US employment report Friday brings the regular reminder that average earnings are not wages (changing labor force structures change the average). The…
1 year, 4 months ago
Top of the Morning: 2025 Retirement Guide
With a new year underway, Ainsley and Justin rejoin the conversation to explain what retirees, along with those preparing for retirement, should know…
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Ninety one days'
The Federal Reserve meeting minutes reflect the rather chaotic swings of view that occur under Fed Chair Powell. After an emergency rate cut without …
1 year, 4 months ago
UBS On-Air: Paul Donovan Daily Audio 'US rates paths'
The minutes of the last Federal Reserve meeting are due. Investors’ concerns are less about the current state of play of the US economy (reasonable g…
1 year, 4 months ago
Washington Weekly Podcast: First 100 days, Legislative agenda, President Carter
We kick-off 2025 by previewing President-elect Trump’s first 100 days in office, along with the legislative focuses and priorities of Congress in the…
1 year, 4 months ago