Podcast Episodes
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CIO Fixed Income Roundtable Podcast - July update
A look at the performance of fixed income sub-sectors, along with a review of positioning recommendations. Leslie Falconio, Head of Taxable Fixed In…
1 year, 8 months ago
Top of the Morning: CIO Strategy Snapshot - 180 or 360? (Election update)
Following Sunday’s development of President Biden withdrawing from the 2024 race for the White House, Jason speaks to the implications to the markets…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Inevitable, but what does it change?'
The decision of the People’s Bank of China to cut rates by 0.1 percentage point was perhaps inevitable—even on official data, the domestic economy is…
1 year, 8 months ago
Washington Weekly Podcast: RNC takeaways, Assassination investigation, Sen. Menendez
After an eventful week in Milwaukee Wisconsin, Shane recaps the RNC events and speeches. We also spend time discussing what comes next in the invest…
1 year, 8 months ago
Top of the Morning: Q2 earnings checkup, Fed’s Beige Book & the week ahead
With the first week of Q2 corporate earnings now behind us, we reflect on how the initial round of reporting is coming in. We also spend some time r…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Slight disappointments'
UK June retail sales were soggy, coming in below consensus (although not that many economists bother to forecast these numbers, so “consensus” is not…
1 year, 8 months ago
Top of the Morning: Fixed Income Strategist - A shorter runway
As growth and inflation trend lower, coupled with the next rate cutting cycle on the horizon, we discuss how fixed income investors should position a…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Rate cuts are coming'
Two Federal Reserve speakers signalled that interest rate cuts are coming (the tone is consistent with a September rate cut). The Federal Reserve’s B…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Is BoE Governor Bailey a Swiftie'
UK June inflation was broadly as expected, and on target. However, the popular music artist Taylor Swift had several UK concerts in June. Swifties ne…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Does the vice president matter?'
Former US President Trump’s selection of Senator Vance as his running mate is not immediately market moving but it is market relevant. In a televisio…
1 year, 8 months ago