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UBS On-Air: Paul Donovan Daily Audio 'More politics. More policy.'
The data calendar today is so quiet even ECB President Lagarde does not appear to be speaking. The lack of economic data to guide investors might be …
1 year, 9 months ago
Top of the Morning: The week in review and preview
We close out another trading week by recapping some notable economic data releases that could influence the Fed’s decision on rate cuts for the Septe…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'The politicization of inflation'
The US middle-income consumer is doing just fine, with yesterday’s retail sales data showing little fear of unemployment and a willingness to indulge…
1 year, 9 months ago
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, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'From inflation to labor markets'
US July consumer price inflation data continued recent trends. Most sectors of the US economy have deflation somewhere (furniture prices seem to be p…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Disinflation and what it means'
The publication of US consumer price inflation forces economists to become used car salespeople and real estate fantasists. Part of the disinflationa…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Real real rates'
US July producer price data are due. Producer prices better represent corporate pricing power than consumer prices. (Consumer prices are a combinatio…
1 year, 9 months ago
Top of the Morning: CIO Strategy Snapshot: The calm - that refreshes?
Jason explains last week’s market evolution, and what this week might deliver for the markets as we anticipate key economic readings on consumer spen…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Inflation anticipation'
At the risk of tempting fate, financial markets seem to have got the past week’s hysteria out of their systems and are prepared to go back to looking…
1 year, 9 months ago
Top of the Morning: The week in review and preview
As we close out another trading week, Matt recaps the drivers behind the volatile swings within US equity markets over the past four sessions, along …
1 year, 9 months ago