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Top of the Morning: The week in review and preview
As we conclude another trading week, we reflect on the start of the Q1 corporate earnings season, and recent activity within US equity markets. We a…
1 year, 8 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 3)
On this week’s episode, Burkhard explains how a young statistician saved the lives of many Air Force pilots during WWII - while the famous anecdote d…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Safe havens sought—for now'
Financial markets are having to assess political risks—something markets are ill-equipped to do. US officials confirmed Israel had attacked Iran, wit…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'The destructive power of economic nationalism'
US President Biden called China “xenophobic” in comments highlighting China’s structural economic challenges. Biden also pledged higher taxes on US c…
1 year, 8 months ago
How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)
Torsten rejoins Jason in the studio for a discussion around the US macroeconomic environment, including an outlook for growth, inflation and Fed rate…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'The problems with Powell'
Federal Reserve Chair Powell is not an economist. Not everyone can be an economist, but central bank heads probably should be economists. Yesterday, …
1 year, 9 months ago
ElectionWatch 2024: The race, the world, and investments
Listen to our first ElectionWatch virtual event, where Solita Marcelli, Chief Investment Officer Americas, was joined by Frank Kelly, Founder & Manag…
1 year, 9 months ago
3 Levels Podcast: The basics of investing and financial planning
This new monthly podcast focuses on topics that help families understand the basics of investing and financial planning at three different levels of …
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Unsurprisingly surprising'
China’s official first quarter GDP data reported surprising strength. Unsurprisingly, this surprise will make the official 2024 growth target easier …
1 year, 9 months ago
Top of the Morning: CIO Strategy Snapshot - Putting up with it
Following an eventful couple of weeks in the markets, spanning upside surprises in macro data to geopolitical developments, Jason Draho brings us up …
1 year, 9 months ago