Podcast Episodes
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Top of the Morning: Introducing the ‘Longer Term Themes Quarterly’
Each quarter we will dive into what’s new amongst the six thematic focuses of the UBS Chief Investment Office, as outlined within the new Longer Term…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Fed speakers confirm your beliefs'
The market calendar is mainly noise. Quite a lot of that noise has come from Federal Reserve members. Investors can pick whichever view they want, to…
1 year, 9 months ago
Fixed Income Conversation Corner with Clayton Triick (Angel Oak) and Leslie Falconio (UBS CIO)
Our conversation focuses on the landscape for residential mortgage-backed securities (RMBS), including thoughts around investment considerations. Fe…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Trade and tensions'
Markets await US March consumer price inflation data, due for release on Wednesday. Federal Reserve Chair Powell’s 2022 policy errors elevated the im…
1 year, 9 months ago
Washington Weekly Podcast: US-China meetings, Trade policy, Ukraine aid
Our conversation provides some takeaways from this week’s phone meeting between President’s Joe Biden and Xi Jinping, along with Treasury Secretary Y…
1 year, 9 months ago
Top of the Morning: The week in review and preview
Brian Rose joins to share his take on the March employment report, along with the health of the US labor market. We also review other key economic r…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Employment report Friday—do we care?'
It is US employment report Friday (or “average earnings are not wages” day). Since mid-last year, the US has added almost 1.60 million jobs, and has …
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'A pontification of central bankers'
Federal Reserve Chair Powell spoke yesterday. Today, no fewer than five members of the Fed are speaking on the economic outlook, presumably to clarif…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Did central banks reduce inflation?'
Federal Reserve Chair Powell is speaking on the economic outlook today. An explanation of how Fed policy transmitted (or failed to transmit) to infla…
1 year, 9 months ago
Top of the Morning: Unlocking opportunities in EM tech
With US equity markets trading near all-time-highs, we share considerations when it comes equity diversification via emerging markets, notably within…
1 year, 9 months ago