Podcast Episodes
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UBS On-Air: Paul Donovan Daily Audio 'Does the vice president matter?'
Former US President Trump’s selection of Senator Vance as his running mate is not immediately market moving but it is market relevant. In a televisio…
1 year, 6 months ago
Top of the Morning: CIO Strategy Snapshot - Market check
Jason rejoins the podcast to share his take on recent economic data and what it means for the timing of Fed rate cuts in the months ahead. We also s…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Violence and consequences'
The shooting at former US President Trump’s election rally during the weekend has provoked only a limited market reaction. Markets are concerned abou…
1 year, 6 months ago
Top of the Morning: Q2 earnings preview, Equity valuations, week ahead
We close out the week by sharing expectations for Q2 corporate earnings reporting, along with thoughts around equity valuations and positioning. We …
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'More on inflation (and deflation)'
US consumer price inflation details continue to suggest that US rate cuts are overdue. Harmonized inflation slowed again (to 1.85% y/y). Durable good…
1 year, 6 months ago
Washington Weekly Podcast: RNC preview, Polling update, NATO Summit
With the Republican National Convention set to commence, we preview the themes that will be covered, along with a look at potential VP picks. We als…
1 year, 6 months ago
CIO First Take: June CPI data & Market response
Join members of the UBS Chief Investment Office for some timely thoughts and reflections around the June Consumer Price Index (CPI) print, and what t…
1 year, 6 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 11)
This week on the Viewpoints podcast, Burkhard spends time reviewing performance trends across global markets, and what they tell us about investor se…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Disinflationary details'
We have US June consumer price inflation data. Federal Reserve Chair Powell thinks this matters, because politicians think this matters, and Powell t…
1 year, 6 months ago
Top of the Morning: Emerging Market equities - Looking back and looking forward
As we have made our way into the second-half of the year, Xingchen drops by to reflect on Emerging Market equities performance drivers over the first…
1 year, 6 months ago