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UBS On-Air: Paul Donovan Daily Audio 'Cuts, continuity, clarification'
There is a strong consensus about today’s ECB policy rate decision. A total of 53 out of 55 surveyed economists expect a 0.25% rate cut, and ECB Chie…
1 year, 9 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 8)
On this week’s episode of Viewpoints, Burkhard explains the underestimated importance of the upcoming European elections, football championships, and…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Polling problems'
Japan published some labor market data, with April cash earnings. On a like-for-like comparison, these were somewhat weaker than expected (and they r…
1 year, 9 months ago
How should I be positioned? with Paula Campbell Roberts (KKR) and Jason Draho (UBS CIO)
Paula joins Jason in-studio for a discussion around the US macroeconomic environment, including an outlook for growth, inflation and Fed rate cuts. …
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Immigration and consequences'
The US provides the main data releases. JOLTS data on job vacancies is expected to continue to decline. The initial surge in vacancies in 2021 was st…
1 year, 9 months ago
Top of the Morning: CIO Strategy Snapshot - Convergence
To begin the week (and a new month), Jason reflects on May market performance drivers, and outlines what investors should be mindful of throughout th…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'policy-politics-and-prices'
Federal Reserve President Kashkari has advocated a significant tightening of central bank policy, by raising real interest rates (keeping nominal rat…
1 year, 9 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 7)
Markets and life are full of conundrums. This week, our Viewpoints podcast addresses at least three current ones. Some of them have unexpected reso…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'An important day in the US'
We get fresh evidence on the hedonism of the US consumer, with personal income and spending numbers. The personal consumer expenditure deflator will …
1 year, 9 months ago
Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management
Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income and Liquidity teams. Together, they provi…
1 year, 10 months ago