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UBS On-Air: Paul Donovan Daily Audio 'Consumers consuming'
Japan’s April consumer price inflation was a little dull—the inflation rate slowed more or less as expected, as food prices offered disinflation. So…
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'The Philosophy of Politics and Economics'
US President Clinton’s admonition “It’s the economy, stupid” puts economists in their proper (superior) place. But which economy? Economists get exci…
1 year, 7 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 6)
With US equity indices having recently reached record levels, many investors are wondering how long this momentum can continue (and what might disrup…
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'Cutting comments'
European Central Bank President Lagarde did, after all, offer policy comments yesterday—in an Irish TV interview. Lagarde signaled a June Euro area r…
1 year, 7 months ago
Fixed Income Roundtable with the UBS Chief Investment Office
Join the CIO fixed income team every other month for a discussion around the drivers behind asset class trends and performance, rates, positioning, a…
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'Russian income – let it go?'
US Treasury Secretary Yellen receives an honorary doctorate today, which gives ECB President Lagarde an opportunity to speak in public. It would be p…
1 year, 7 months ago
Top of the Morning: CIO Strategy Snapshot - Hard over soft
With US equity markets having reached all-time record closes, Jason weighs the ‘sell in May, and go away’ narrative, and discusses how investors shou…
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'Middle East politics'
Iranian President Raisi has been killed in a helicopter crash. The first vice president becomes interim president, and elections will be called withi…
1 year, 7 months ago
Washington Weekly Podcast: Presidential debates, FAA Bill, Ukraine update
We preview the current calendar for US Presidential debates, unpack the FAA Bill and the implications for consumers, and share takeaways from Secreta…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'China’s vulnerabilities'
China reported stronger industrial production and weaker domestic retail sales. If these figures are accurate, they present some risks to China’s pol…
1 year, 8 months ago