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UBS On-Air: Paul Donovan Daily Audio 'Marshmallows and monetary policy'
Amidst the toasting of marshmallows at the Jackson Hole summer camp for economists, there are some hopes Federal Reserve Chair Warsh will offer a sen…
1 month, 2 weeks ago
Top of the Morning: The investment implications of data center regulation
AI data-center development is unlikely to stop, but the rules of engagement are changing. Local opposition, ratepayer concerns, and permitting scruti…
1 month, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Toll time'
The Iranian Revolutionary Guard reported that Iran and Oman have agreed to share revenues from tolls on shipping passing through the Strait of Hormuz…
1 month, 3 weeks ago
Top of the Morning: CIO Strategy Snapshot - Policy Endgame
Higher interest rates and government finances have been in the spotlight over the past week, with investor attention focused on possible policy respo…
1 month, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'How to survive an affordability crisis'
Iran and Oman are close to agreeing on a shipping route through the Strait of Hormuz. While this may not signal an immediate reopening of the strait,…
1 month, 3 weeks ago
Top of the Morning: CEO Macro Briefing Book - Insights on AI
This special edition of the CEO Macro Briefing Book presentation series outlines how businesses are embracing AI adoption, the implications of AI usa…
1 month, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'D-day or Light Brigade?'
The US affordability crisis stays in the headlines, with US President Trump suggesting a doubling of tariffs paid by US importers of Canadian cars. H…
1 month, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Canada, Iran, and US affordability'
The collapse of trade talks between Canada and the US resulted in US importers being charged tariffs on a further USD 20bn of imports. Import prices …
1 month, 3 weeks ago
Signal over Noise: Navigating Scylla and Charybdis at Jackson Hole
Jackson Hole puts the Federal Reserve’s policy trade-off into focus: a rate-sensitive housing market is under pressure, while AI investment remains e…
1 month, 3 weeks ago
Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover…
1 month, 3 weeks ago