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UBS On-Air: Paul Donovan Daily Audio 'Employment without consensus'
US employment report Friday looms, when markets get excited about what an unreliable survey tells us about the economic outlook. The aftermath of str…
1 year, 5 months ago
Washington Weekly Podcast: Government Funding, Farm Bill, Cabinet picks, & more
In this episode, Shane updates on several key legislative priorities of Congress before year-end, including a government funding bill, a Farm bill, a…
1 year, 5 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 21)
On this episode of Viewpoints, Burkhard acknowledges the momentum across US equity markets, and weighs how a range of risk-factors could impact the l…
1 year, 5 months ago
UBS On-Air: Paul Donovan Daily Audio 'Barnier falls'
As expected, French Prime Minister Barnier lost a vote of confidence. That was the shortest-lived French government in over sixty years (he did outla…
1 year, 5 months ago
Top of the Morning: Asian markets and economies in 2025
With new trade policies expected from the incoming Trump administration in the year ahead, we examine the potential impacts and implications to econo…
1 year, 5 months ago
UBS On-Air: Paul Donovan Daily Audio 'Rule of law'
In the UK, 11pm is when pubs close and the risk of sending incoherent text messages increases. In South Korea, 11pm was when President Yoon decided t…
1 year, 5 months ago
Top of the Morning: Emerging Markets in the Roaring 20s
Our series of year ahead conversations continue with a look at expectations for emerging market assets in 2025, including equities, bonds, and curren…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Après moi, le déluge?'
The French government faces a vote of confidence tomorrow, with both the far right and the left pledging to vote against Prime Minister Barnier over …
1 year, 6 months ago
Top of the Morning: CIO Strategy Snapshot - Festive not frothy, yet
Are the markets getting too frothy, and have investors become too exuberant? Jason weighs these concerns, along with takes inventory of tariffs bein…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'The importance of being the dollar'
US President-elect Trump has threatened to tax US consumers aggressively via tariffs, if countries “replace” the dollar. It is not clear what “replac…
1 year, 6 months ago