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UBS On-Air: Paul Donovan Daily Audio 'Micro and macro'
There is little macroeconomic data today. Asian markets have been moved by corporate news, with micro evidence of additional weakness from China’s co…
1 year, 9 months ago
ElectionWatch: ‘After the convention’ - DNC edition
We weigh in on the state of the race and investment implications following the Democratic National Convention (DNC). Featured are Tom McLoughlin, Co…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'The disappearance of dumping'
The rise of economic nationalism has encouraged a rise in accusations of export “dumping” (selling at a loss in foreign markets)—and China has been s…
1 year, 9 months ago
Top of the Morning: CIO Strategy Snapshot - Jackson Hole & UBS House View
As we begin a new trading week, investors do so with further clarity around the course for monetary policy, namely the prospects for rate cuts in the…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Central bankers speaking, everywhere'
Bank of Japan Governor Ueda spoke to the Japanese Diet, and was inclined to be somewhat hawkish. There was an acknowledgement of the instability of f…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Policy works with a lag'
The Federal Reserve minutes make it clear that rate cuts are coming (some wanted to cut in July). The Fed is late, and is now going to have to scramb…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Getting it wrong'
The US will be revising last year’s non-farm payrolls data. Markets have a heightened interest in the labor market, and these revisions are likely to…
1 year, 9 months ago
Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management
Tune in monthly to hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income and Liquidity teams. W…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Political theater, economic muttering'
US politicians are politicking. At the margin, Vice President Harris’s endorsement of the proposed increase in US corporate tax rates might seem to b…
1 year, 9 months ago
Top of the Morning: CIO Strategy Snapshot - Mo’ Momentum Markets
Jason explains why financial markets have become more prone to rollercoaster swings that result in positive momentum and sharp reversals. We also pr…
1 year, 9 months ago