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Top of the Morning: The week in review and preview
As we close out another trading week, Danny Kessler drops by to reflect on this week’s abundance of Q2 corporate earnings results, notable economic d…
1 year, 5 months ago
UBS On-Air: Paul Donovan Daily Audio 'Spending real money'
Yesterday’s second quarter US GDP release showed the US consumer is alive and well, and spending money. Some of the GDP data reflected a bounce back …
1 year, 5 months ago
Washington Weekly Podcast: What’s next for President Biden and the Democratic Party?
In the wake of Sunday’s announcement from President Biden, Shane outlines what comes next for the Democratic Party and the 2024 election cycle, inclu…
1 year, 5 months ago
How should I be positioned? with Jason Thomas (Carlyle) and Jason Draho (UBS CIO)
Jason Thomas rejoins Jason Draho for a discussion around the US macroeconomic environment, including an outlook for growth, inflation and Fed rate cu…
1 year, 5 months ago
UBS On-Air: Paul Donovan Daily Audio 'Guessing growth (badly)'
Equity markets exhibited some volatility yesterday. This is not the fault of economists (there was no news of any economic note). The nature of the m…
1 year, 5 months ago
Top of the Morning: Emerging Markets - US dollar centricity, revisited
The US Dollar has been the undisputed global reserve currency for decades, though can this standing sustain? Alejo joins to weigh in on this pressin…
1 year, 5 months ago
UBS On-Air: Paul Donovan Daily Audio 'More politics, less market interest'
Assorted business sentiment opinion polls are published, in an otherwise quiet data calendar. This, unfortunately, means that the surveys will get mo…
1 year, 5 months ago
CIO Global Livestream: What is driving markets - Elections or earnings?
Join Kiran Ganesh, Global Head of Investment Communications, Tom McLoughlin, Head of Fixed Income & Municipal Securities, Nadia Lovell, Senior US Equ…
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
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, 5 months ago