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UBS On-Air: Paul Donovan Daily Audio 'Bad policy waits for “good data”'
Perhaps Federal Reserve Chair Powell has opened an economics book (possibly “How the world really works—the economy”). Powell told the Senate banking…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Powell, policy, and perceptive questions'
Federal Reserve Chair Powell is testifying to the Senate Banking Committee today. The issue is whether Powell (who is not an economist) will be able …
1 year, 6 months ago
Top of the Morning: CIO Strategy Snapshot - US Labor Market
In the wake of the June Jobs Report, we take a pulse on the state of the US Labor Market and how the Fed might be interpreting the latest round of da…
1 year, 6 months ago
Fixed Income Conversation Corner with Ashok Bhatia (Neuberger Berman) and Leslie Falconio (UBS CIO)
On the mid-year outlook edition, we spend time reflecting on the drivers of fixed income performance over the first-half of the year, and outline exp…
1 year, 6 months ago
UBS ElectionWatch 2024: After the debate - Reaction and implications
Tune in for to hear commentary on the first debate between President Biden and former President Trump. How might the debate impact the election in No…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'A fiscal can’t can’t?'
France’s second-round legislative election produced an unexpected result, with the far right Rassemblement National pushed into third place. This hig…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Political iceberg'
The UK general election result is now clear (for the benefit of US readers, many countries are able to get a definitive result within hours of voting…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Stable democracy'
US markets are closed as the country celebrates its attempt to escape rule by a monarch. There has been media speculation about US President Biden’s …
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Taking time means tightening'
Federal Reserve Chair Powell said yesterday that the strength of the US economy and labor market meant the Fed could take its time in cutting rates. …
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'The end of profit-led inflation?'
The British Retail Consortium shop price index (measuring prices in selected stores in the UK) sank to a 0.2% y/y rate. Is this the end of profit-led…
1 year, 6 months ago