Podcast Episodes
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Top of the Morning: Year Ahead (2025) Roaring ‘20s: The Next Stage
Learn about key developments that will shape the next stage of the decade, including political change in the US, economic stimulus in China, geopolit…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Ships and chips'
South Korean export data for early November rebounded from October’s decline, led by sales of microchips and ships—neither of these directly suggest …
1 year, 6 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 20)
On this episode of Viewpoints, Burkhard shares expectations for the year ahead, across global regions. We also spend time reflecting on this year’s …
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Inflation quirks'
UK consumer and producer price inflation data for October leads today’s data calendar. The headline numbers will be distorted by the weirdness of UK …
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Policy and politics, in the absence of economics'
There is a quiet data calendar. Eurozone final consumer price inflation data for October is the textbook definition of an economic non-event. The reg…
1 year, 6 months ago
Top of the Morning: CIO Strategy Snapshot - Supply-side economics
As we await President-elect Trump’s personnel selections to carry out US economic policy, Jason examines the mix of known intended supply-side fiscal…
1 year, 6 months ago
Fixed Income Conversation Corner with Scott DiMaggio (AllianceBernstein) and Leslie Falconio (UBS CIO)
Our conversation outlines the current landscape for fixed income investors in the wake of the US election outcome, and where to locate opportunity wi…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Broadening out'
Financial markets had, perhaps, hoped that the next US treasury secretary would serve as a defender of free trade in the administration, and at least…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'All the single ladies (and lads)'
China’s singles’ consumer spending festival may have helped support October retail sales data. Industrial production data was less surprising, althou…
1 year, 6 months ago
Washington Weekly Podcast: Cabinet nominations, DC visit, Congressional makeup
We recap President-elect Trump’s visit to Washington DC (including his White House meeting with President Biden), along with review the known staff p…
1 year, 6 months ago