Podcast Episodes
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Macro Monthly Podcast with UBS Asset Management
Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global macro environment, and markets.
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Real world spending power and soft landings'
The European Central Bank is expected to ease rates a quarter point today, as it continues its policy of following inflation lower. Seen over a prope…
1 year, 8 months ago
Top of the Morning: Energy Transition(s)
Our conversation revisits the progress of energy transitions across the globe, as growing global energy demand and regional geopolitics are making tr…
1 year, 8 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 12)
This week on the Viewpoints podcast, Burkhard returns following a late-summer hiatus to bring us up to speed on how the global market and macro lands…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Politics, and prices'
The market consequences of the US presidential debate rested on whether it changed probabilities around the election, and whether more substantial po…
1 year, 8 months ago
CIO House View Monthly Livestream (Sep)
Hear insights from David Lefkowitz, Head of Equities, CIO Americas, and Kurt Reiman, Head of Fixed Income and Municipal Securities, CIO Americas. Ho…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Shouting matches'
The only scheduled US presidential debate is after US markets have closed today. This is near enough to the election for investors to care. Investors…
1 year, 8 months ago
Top of the Morning: CIO Strategy Snapshot - Back to school
The Snapshot is back in session with a busy stretch of weeks ahead - Jason reflects on the current state of the US economy and recent market performa…
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
Top of the Morning: August Jobs Report, and the week ahead
The latest employment report is in - Brian stops by to provide thoughts around the health of the US labor market, and what this latest data means for…
1 year, 8 months ago