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UBS On-Air: Paul Donovan Daily Audio 'Supporting consumers'
The ECB cut rates by 25bps as was expected. The ECB does not want to be running a restrictive monetary policy at the moment, and more rate cuts are e…
1 year, 5 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 22)
On the final episode of Viewpoints for 2024, Burkhard reflects on what has been a busy year, spanning market and macro developments, along with share…
1 year, 5 months ago
CIO Fixed Income Roundtable Series: 2024 in review
As 2024 comes to a close, the CIO Fixed Income team reflects on performance across sub-sectors (including Municipals, Investment Grade, and Preferred…
1 year, 5 months ago
Top of the Morning: US Healthcare - 2025 outlook & themes
Our series of year-ahead conversations continue with a look at performance expectations and themes in focus for the US healthcare sector in 2025. We…
1 year, 5 months ago
UBS On-Air: Paul Donovan Daily Audio 'Real talk'
US consumer price inflation data is due for November. These numbers are something of a mess. A quarter of the index is a fantasy price no one pays. I…
1 year, 5 months ago
Top of the Morning: CEO Macro Briefing - 12 questions ahead of 2025
In this special edition of the CEO Macro Briefing Book series, Paul Hsiao outlines some of the top questions on the minds of business owner clients a…
1 year, 5 months ago
UBS On-Air: Paul Donovan Daily Audio 'Taxing US consumers, cutting China’s taxes'
China’s consumers have been unenthusiastic, and exports are not necessarily dependable. Yesterday, China’s politburo signaled additional monetary and…
1 year, 5 months ago
Top of the Morning: CIO Strategy Snapshot - What risks?
Despite the emergence of growing global political risks in recent days and weeks, markets and investors appear to be unfazed - Jason offers thoughts …
1 year, 5 months ago
UBS On-Air: Paul Donovan Daily Audio 'Taxing via tariffs'
US President-elect Trump gave a wide ranging interview, touching on several points that matter to investors. Trump seemed to acknowledge the independ…
1 year, 5 months ago
Top of the Morning: Nov Jobs Report, Fed roundup, & the week ahead
As we close out another trading week, Mike Gourd drops by to recap the latest employment data, along with the remarks from several Fed officials this…
1 year, 5 months ago