Podcast Episodes
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UBS On-Air: Paul Donovan Daily Audio 'Overwhelmed with politics'
Japan’s governing coalition lost its majority in the Diet lower house. Prime Minister Ishida signaled that he does not intend to resign, but a third …
1 year, 7 months ago
CIO Global Livestream - How will the US economy land?
In this livestream, Global Head of Investment Communications Kiran Ganesh and colleagues discussed the implications for Fed easing and US equities, w…
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'A lesson in why data are not dependable'
US Michigan consumer sentiment is due, including the inflation expectations reading. Is this useful information? It is not. The data will be distorte…
1 year, 7 months ago
Talking Markets Podcast with Patricia Zobel of Guggenheim Partners
Patricia Zobel serves as Head of Macroeconomic Research and Market Strategy for Guggenheim Partners Investment Management, and previously served as a…
1 year, 7 months ago
Top of the Morning: Emerging Markets - Opportunities ahead
Our conversation revisits the emerging markets as we explore opportunities across equities and bonds, along with touch on what investors should keep …
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'Very modest, very mindful, very demure'
The authors of the latest Federal Reserve Beige Book are clearly followers of TikTok memes. The economy was described as being modest and demure (act…
1 year, 7 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 16)
On this episode of Viewpoints, Burkhard weighs diverging viewpoints when it comes to the condition and health of the US economy, along with whether t…
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'Cutting rates, and signaling rate cuts'
ECB President Lagarde is set to speak again. It is very unlikely that the last 24 hours have changed the world view of the ECB president. The tone of…
1 year, 7 months ago
Top of the Morning: UBS CEO Macro Briefing Book - Quarterly update
We spotlight the latest edition of the quarterly UBS CEO Macro Briefing book as we explore how business owners and investors feel about the upcoming …
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'Central bankers and bonds'
Yesterday’s pontification of Federal Reserve speakers created a stir in bond markets. There were a range of views expressed, from “keep on cutting” t…
1 year, 7 months ago