Podcast Episodes
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UBS On-Air: Paul Donovan Daily Audio 'Exuberance and the Fed'
A single, dubious quality US data report last Friday was enough to send bond and equity markets into paroxysms of delight. One month’s employment rep…
1 year, 8 months ago
Top of the Morning: April Jobs Report, Fed takeaways & week ahead
We recap the week that was, including today’s release of the April employment report, Wednesday’s Fed statement and press conference, along with prev…
1 year, 8 months ago
Washington Weekly Podcast: US Southern border, Middle East tour, House Speaker Johnson
Our conversation covers recent developments and potential executive action surrounding the US-Mexico border, Secretary of State Blinken’s Middle East…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Employment and trend growth'
US employment report Friday looms. Around 119,000 companies will be asked about their employees. Around 67,000 companies will not bother to reply. Ma…
1 year, 8 months ago
Top of the Morning: Positioning within Emerging Market debt
Our series of emerging markets conversations continues as we expand on CIO’s view on emerging market debt, along with risks and positioning considera…
1 year, 8 months ago
CIO Global Livestream: Rising geopolitical tensions and inflation concerns
Chief Investment Officer, Mark Haefele, and colleagues around the world discuss inflation expectations, the outlook and implications of the situation…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'US policy changes'
The Federal Reserve announced a slower pace of shrinking its balance sheet. Context is important here—quantitative policy is about the balance betwee…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Profits of the world, unite'
A large part of the world is not working today, in celebration of workers. But the old order is changing—and increasingly we may need to celebrate pr…
1 year, 8 months ago
House Call: Talking Equity Markets with UBS Asset Management
A monthly check on US equity market performance and positioning considerations with Jeremy Zirin, Senior Portfolio Manager, and Head of the Private C…
1 year, 8 months ago
Top of the Morning: Muni Market - Trending tax topics
Our conversation outlines some trending tax considerations and developments associated with the muni market. We also spend time reviewing muni-relat…
1 year, 8 months ago