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CIO First Take: May CPI data & FOMC meeting
Join Jason Draho, Head of Asset Allocation Americas, and Brian Rose, Senior Economist Americas, for thoughts and reflections on May inflation data, a…
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'Overstimulation'
Economists are overstimulated by the US today. We have the excitement of US consumer price inflation. We have the excitement of a Federal Reserve pol…
1 year, 7 months ago
Top of the Morning: Fixed Income Strategist - First-Half Review
As mid-year approaches, we take time to reflect on fixed income performance drivers over 1H24, along with preview performance expectations for the ba…
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'Disliking uncertainty'
Financial markets dislike any increase in uncertainty. Politics in Europe was judged to have increased uncertainty, and markets responded accordingly…
1 year, 7 months ago
Top of the Morning: CIO Strategy Snapshot - And the beat goes on
With growth fears last week having eased, investor confidence in a soft-landing having been reinforced, and the S&P 500 having hit an all-time-high, …
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'The importance of participation rates'
In any society experiencing a period of economic upheaval, some people do better while others do worse. The causes are complex, but those suffering w…
1 year, 7 months ago
CIO House View Monthly Livestream (June)
Hear the latest thinking and investment recommendations from the UBS Chief Investment Office with Leslie Falconio, Head of Taxable Fixed Income Strat…
1 year, 7 months ago
Top of the Morning: May Jobs report, Fed preview, & the week ahead
As we close out another trading week, Brian Rose recaps the May employment data and provides a health check on the US labor market. We also preview …
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'The ECB creaks toward a cutting cycle'
As expected, the ECB offered a 0.25-percentage-point rate cut, with general vagueness about the future. The rationale was also as expected—interest r…
1 year, 7 months ago
Washington Weekly Podcast: Remembering D-day, Dr. Fauci testimony, US Southern border
This week Shane reflects on the 80th anniversary of D-day, recap’s Dr. Anthony Fauci’s Congressional testimony, updates on the latest executive actio…
1 year, 7 months ago