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Washington Weekly Podcast: Government funding, Syria, 2025 Congressional priorities
For the final episode of 2024, Shane shares the latest on government funding negotiations, along with other year-end legislative priorities of Congre…
1 year, 5 months ago
UBS On-Air: Paul Donovan Daily Audio 'The end of the rate cut scramble'
US inflation has fallen this year. A lot of this is due to the fantasy owners’ equivalent rent price, which no one pays. Declining fantasy prices do …
1 year, 5 months ago
How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)
Torsten rejoins Jason in the New York podcast studio to exchange 2024 reflections, and 2025 expectations - spanning market returns, monetary policy, …
1 year, 5 months ago
Top of the Morning: Munis in 2025 - Strength amid policy uncertainties
We wrap up our year-ahead series with a look at expectations for the municipal bond market in 2025, including how policy uncertainties and macro fact…
1 year, 5 months ago
UBS On-Air: Paul Donovan Daily Audio 'Political noise, again'
While we wait for the perfection of economists running everything, politicians are creating background noise. To the surprise of absolutely no one, G…
1 year, 5 months ago
Top of the Morning: CIO Strategy Snapshot - Word of the year IV
As we conclude the CIO Strategy Snapshot series for 2024, Jason unveils and explains his choice for 2024 “finance word of the year”. We also spend t…
1 year, 5 months ago
UBS On-Air: Paul Donovan Daily Audio 'Shuffling demand around'
China’s November retail sales disappointed. Some of this can be blamed on the timing of the singles shopping festival. The pattern of sales showed co…
1 year, 5 months ago
CIO House View Monthly Livestream (December)
The decade so far has been a “Roaring ‘20s” by many measures. Now we’re getting set to navigate geopolitical uncertainty, lower interest rates, and t…
1 year, 5 months ago
Fixed Income Conversation Corner with Kew Yuoh (Lord Abbett) and Leslie Falconio (UBS CIO)
Our conversation outlines the current landscape for fixed income investors as we approach 2025, and where to locate opportunity within the asset clas…
1 year, 5 months ago
Top of the Morning: US Information Technology - 2025 outlook & themes
Our series of year-ahead conversations continue with a look at performance expectations and themes in focus (including Artificial Intelligence) for t…
1 year, 5 months ago