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UBS On-Air: Paul Donovan Daily Audio 'The damage of data dependency'
Finally, several months later than it should, the Federal Reserve will cut rates today. Stressing data dependency when data are not dependable has le…
1 year, 8 months ago
Top of the Morning: Should you harvest capital gains at today’s rate?
Our conversation focuses on considerations around tax management, namely if the capital gains tax rates go higher, does it make sense to harvest capi…
1 year, 8 months ago
Top of the Morning: Election 2024 - Critical takeaways for global entrepreneurs
As Election Day in the US quickly approaches, Paul drops by the studio to outline the economic agendas of both candidates, and reviews the implicatio…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Hedonism day'
It is hedonism day in the US, with the release of August retail sales data. Two limits to the data. This is a value measure, and US goods prices have…
1 year, 8 months ago
Washington Weekly Podcast: Post-debate polling, China legislation, Government funding
We begin by updating on the second assassination attempt of former President Trump, and where that investigation stands. We also discuss where negot…
1 year, 8 months ago
Top of the Morning: CIO Strategy Snapshot - The most important question
The big event this week is the anticipated commencement of Fed rate cuts. Joining us to discuss outcome expectations, potential market response, and…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Rate cuts are coming'
Market attention is focused on the Federal Reserve meeting this week. A rate cut is clearly expected (and long overdue), as inflation pressures conti…
1 year, 8 months ago
Top of the Morning: The week in review and preview
As we close out another trading week, Matt drops by the podcast to reflect on recent equity market return drivers, along with recaps this week’s infl…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'The US and China – different consumers'
The US has more people employed, working longer hours, for more pay. Last Friday’s employment report essentially summarized a soft economic landing. …
1 year, 8 months ago
UBS ElectionWatch 2024: After the debate - Reaction and implications
The team discusses takeaways from the first presidential debate between Vice President Harris and former President Trump, CIO’s latest views on the s…
1 year, 8 months ago