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UBS On-Air: Paul Donovan Daily Audio 'Japan offers a hope of growth'
US January consumer price inflation data had several moderating influences. Used car prices (the curse of every economist) fell sharply. The fictitio…
1 month, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'What can consumers afford?'
US January consumer price data is due. The focus should be on the details more than the headline. The largest part of the consumer price calculation …
1 month, 2 weeks ago
Top of the Morning: Muni Markets - The January effect
In this episode, we discuss the municipal bond market and its, so far, strong start to the year. Plus, a look at California munis and the impact from…
1 month, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Cooling cut expectations'
The January US employment report signaled sufficient strength to cool market expectations of an urgent US rate reduction. There is no evidence of pol…
1 month, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Employment report Wednesday'
We get the delayed January US employment report and benchmark revisions for the past two years. For markets what is important is that economies respo…
1 month, 2 weeks ago
CIO Livestream: Eye-watering moves in gold - What's next for precious metals?
Gold prices have swung with rare intensity in recent days, surging to a record all-time high only to drop as much as 12% in a single session. Is the …
1 month, 2 weeks ago
House Call: Talking Equity Markets with UBS Asset Management
Join Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios and Head of the Private Client US Equity Team with UBS Asset Manageme…
1 month, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'The ?Heated Rivalry? threat'
US President Trump?s social media accounts published an attack on Canada, threatening to block the opening of a US-Canada bridge (named after a Canad…
1 month, 2 weeks ago
Signal over Noise with Ulrike Hoffmann-Burchardi
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities fo…
1 month, 3 weeks ago
Politics impacts markets
Japan's governing LDP looks to have won a two-thirds majority in the lower house, which means the upper house cannot stop legislation. The next focus…
1 month, 3 weeks ago