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UBS On-Air: Paul Donovan Daily Audio 'No recession, but possible resentment'
The US employment report last week was wrong, because the data always is. However, the general direction of US employment signals an economy very far…
1 year, 7 months ago
Top of the Morning: September Jobs Report, and the week ahead
As we close out the trading week, Brian and Paul weigh in on the latest jobs data, and what it means for the health of the US economy, along with the…
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'Thrilling times'
It is US employment report Friday, the monthly celebration of dubious quality data that always thrills markets. Looking at the broad picture of the U…
1 year, 7 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 15)
On this episode of Viewpoints, Burkhard turns focus to the notable rally across Chinese markets in recent time, and speaks to how investors should in…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Confirming expectations'
The economic calendar is strewn with irrelevancies in the form of business sentiment opinion polls. For-profit polls crave the oxygen of publicity, b…
1 year, 8 months ago
CIO Global Livestream: Rates, votes and volatility
Hear from Mark Haefele, GWM Chief Investment Officer, Kiran Ganesh, Global Head of Investment Communications, Jason Draho, Head of Asset Allocation f…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Escalating violence'
Markets have responded to escalating violence in the Middle East. Overnight missile attacks by Iran against Israel differed from those in April—there…
1 year, 8 months ago
Top of the Morning: Emerging Markets - A supportive Fed easing at last
With the Fed’s easing cycle underway, we examine how central banks across the EM landscape are moving toward accommodative policies, and the implicat…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Scrambling (with more dignity)'
The US vice-presidential debate is more political entertainment than market relevant. Investors are interested in policy details, and election probab…
1 year, 8 months ago
Top of the Morning: CIO Strategy Snapshot - Coming up roses
As the third quarter concludes, we take stock of the US economy and financial markets heading into the fourth quarter, as well as other geopolitical …
1 year, 8 months ago