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UBS On-Air: Paul Donovan Daily Audio 'Policy versus emotion'
Policy interests markets, but few voters. Emotion tends to be more important in elections. The global rise of economic nationalism is rooted in emoti…
1 year, 8 months ago
Top of the Morning: US election implications for sustainability
It’s Climate Week in New York! Amantia drops by the studio to outline the focus items of Climate Week, this as part of the annual United Nations Gen…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Drama, or just theater?'
China’s central bank cut interest rates and reserve requirements, eased home ownership regulation, and proposed support for equity markets. The measu…
1 year, 8 months ago
Top of the Morning: CIO Strategy Snapshot - Get Ready (UBS House View)
We kick off the trading week by reviewing the latest UBS House View and positioning recommendations. Jason also weighs whether the Fed’s aggressive …
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Scrambling, not panicking'
There are a few Federal Reserve speakers scheduled, freed from the self-imposed silence that precedes a policy decision. Fed President Bostic, talkin…
1 year, 8 months ago
CIO Fixed Income Roundtable Series: Post-FOMC edition
In the wake of the Fed’s decision to cut interest rates for the first time in four years, the CIO fixed income team spends time reflecting on the pol…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Economists versus politicians'
US politics keeps resurrecting ideas from the 1970s—most recently questioning central bank independence. Some economists argue that Federal Reserve C…
1 year, 8 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 13)
On this week’s episode of Viewpoints, Burkhard reacts to yesterday’s decision by the FOMC to cut interest-rates for the first time in four years, and…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'An emergency cut without an emergency'
The US rate-cutting cycle began with a 50bp cut—the sort of move normally reserved for an economic emergency. The US has near full employment, steady…
1 year, 8 months ago
CIO First Take: September FOMC meeting
Join Jason Draho, Head of Asset Allocation Americas, and Brian Rose, Senior Economist Americas, for thoughts and reflections on the outcome of the Se…
1 year, 8 months ago