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Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management
Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income and Liquidity teams. Together, they provi…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Rate cuts are coming?'
The Bank of England offers some excitement as investors await the start of the UK interest rate easing cycle. That start is probably not today, but s…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'The EU’s naughty list'
May UK inflation data was as expected across the multiple measures released today. Headline consumer price inflation was 2%. The decline in inflation…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Eight points down'
Eurozone final May consumer price inflation is very unlikely to change from the initial report. At 2.6% y/y, the rate is above the ECB’s target, but …
1 year, 6 months ago
Top of the Morning: CIO Strategy Snapshot - Connecting other dots
This week Jason ‘connects the dots’ to make sense of market performance, this in the wake of last week’s inflation data, along with the outcome of th…
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'Fun times'
China’s May data dump showed weaker-than-expected industrial production, despite earlier reports of stronger exports. Domestic retail sales were stro…
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'More disinflation, but distorted perceptions'
Yesterday’s US producer price inflation numbers added to a general sense of disinflation. However, the lower inflation reported in consumer and produ…
1 year, 7 months ago
Washington Weekly Podcast: SCOTUS rulings, Decision 2024 update & more
This week Shane highlights a slate of rulings expected to be delivered in June by the Supreme Court, updates on the campaign trail (including recent …
1 year, 7 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 9)
On this week’s episode of Viewpoints, Burkhard covers a range of topics, including a potential timeline for higher for longer rates in the US, the ga…
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'US rate cuts are still coming'
The Federal Reserve did nothing on rates. Investors have desperately sought additional guidance on policy, putting the fabled dot plots in focus. The…
1 year, 7 months ago