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UBS On-Air: Paul Donovan Daily Audio 'The employment roulette wheel'
Just one month ago, markets were panicked by the release of an unreliable labor market signal, distorted by seasonal peculiarities. Now, once again, …
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Constraining capital'
The Washington Post reports that US President Biden will prevent Japan’s Nippon Steel from acquiring US Steel, citing national security grounds. Ther…
1 year, 8 months ago
Washington Weekly Podcast: Legislative agenda, Decision 2024 update
As Congress returns from summer recess, and the race for the White House heats up, Shane drops by to outline legislative priorities over the next few…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Don’t blame the ISM'
Equity markets had one of their funny turns yesterday. Some commentators, searching for scapegoats, want to blame the US ISM manufacturing sentiment …
1 year, 8 months ago
Top of the Morning: Emerging Markets - Patiently awaiting the US elections
As Election Day in the US quickly approaches, Alejo stops by the studio to outline the implications of different outcome scenarios to emerging market…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'More economic nationalism'
Following Canada’s decision to dramatically tax Canadian consumers of electric vehicles made in China, China has launched anti-dumping investigations…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'The ongoing rise of prejudice politics'
In Germany, the far-right AfD won the largest share of the vote in Thuringia’s state elections. That and high support levels for the AfD and the far-…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Disinflation data'
Disinflation data continues today. The US July personal consumer expenditure deflator is expected to show fairly stable inflation rates. It is worth …
1 year, 9 months ago
CIO Global Livestream - After the correction
In this global CIO livestream, Global Chief Investment Officer Mark Haefele and his colleagues from around the world will delve into the recent marke…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'The (dis) inflation cycle starts again'
The cycle of European consumer price inflation data is about to start again (in reality, this is pretty much a perpetual cycle). The Spanish and Germ…
1 year, 9 months ago