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Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 19)
On this episode of Viewpoints, Burkhard weighs the latest US inflation data, along with considers the potential impact of US-imposed tariffs (to nati…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Disinflation beneath inflation'
US October producer price inflation is due. These numbers better reflect corporate pricing power than does the consumer price data. The tone should b…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'The future of inflation and interest rates'
We get US consumer price inflation data today. In one sense, the numbers are curiously unimportant. There are potentially competing forces at work on…
1 year, 6 months ago
Top of the Morning: Long-term care costs and solutions
We spotlight the latest Modern Retirement Monthly publication which breaks down the associated costs of long-term care, along with solutions to consi…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Prices, perceptions, and policy'
The New York Federal Reserve survey of inflation expectations is of little economic relevance, but may be of future political interest. Inflation exp…
1 year, 6 months ago
Top of the Morning: CIO Strategy Snapshot - Reacting, fast and slow
In the wake of the US election outcome, Jason breaks down what a second Trump term means for the markets, the US economy, and monetary policy. Plus,…
1 year, 6 months ago
CIO House View Monthly Livestream - November
Kurt Reiman, Head of Fixed Income and ElectionWatch Co-lead, provides an update on the vote count and outcome, while Jay Dobson, Energy and Utilities…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Holding back?'
China’s fiscal stimulus plans underwhelmed financial markets. There is a sense that consumer weakness has not been addressed directly (the weekend’s …
1 year, 6 months ago
Top of the Morning: The week in review and preview
As we close out another trading week, Brian recaps the FOMC policy meeting, along with notable economic data releases from over the past few days. W…
1 year, 6 months ago
CIO ElectionWatch Livestream: Day after
John Savercool, Head of Governmental Affairs US, David Lefkowitz, Head of US Equities, and Leslie Falconio, Head of Taxable Fixed Income provide our …
1 year, 6 months ago