Signal over Noise with Ulrike Hoffmann-Burchardi
24 Nov 2025
Contributed by Lukas
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burch...
UBS On-Air: Paul Donovan Daily Audio 'Still not hiring'
21 Nov 2025
Contributed by Lukas
The September US employment report was finally released. This data’s quality has deteriorated dram...
UBS Year Ahead 2026 - Escape velocity?
20 Nov 2025
Contributed by Lukas
As 2025 nears an end, Jason Draho outlines the market and macro expectations of the UBS Chief Invest...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 52)
20 Nov 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard shares his thoughts on what’s driving recent mark...
UBS On-Air: Paul Donovan Daily Audio 'The exciting tale of the Federal Reserve'
20 Nov 2025
Contributed by Lukas
The Federal Reserve minutes offered some excitement, and it is not often that an economist gets to w...
UBS On-Air: Paul Donovan Daily Audio 'Markets, not macroeconomics'
19 Nov 2025
Contributed by Lukas
Market volatility does not necessarily reflect shifts in the economic outlook. While some companies...
Top of the Morning: CIO Strategy Snapshot - Analyzing the data
18 Nov 2025
Contributed by Lukas
With the U.S. government now reopen, investors are anxious to receive economic data that was halted ...
UBS On-Air: Paul Donovan Daily Audio 'To and fro'
18 Nov 2025
Contributed by Lukas
The latest rhetoric from Federal Reserve members is not changing policy uncertainty. Fed Governor Wa...
Talking Markets Podcast with Rohit Chopra of Lazard Asset Management
17 Nov 2025
Contributed by Lukas
Rohit Chopra is a Portfolio Manager and Analyst on the Emerging Markets Equity and Emerging Markets ...
Top of the Morning: Fixed Income Strategist - Reaching for yield
17 Nov 2025
Contributed by Lukas
Leslie and Letty join to share reflections on recent asset class performance, including a look at th...
UBS On-Air: Paul Donovan Daily Audio 'Deals and delays'
17 Nov 2025
Contributed by Lukas
The Swiss-US trade deal marks another potential reduction in tariffs paid by US importers, following...
Signal over Noise with Ulrike Hoffmann-Burchardi
16 Nov 2025
Contributed by Lukas
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burch...
UBS On-Air: Paul Donovan Daily Audio 'Tying tariffs to inflation perceptions'
14 Nov 2025
Contributed by Lukas
There are more reports of the US administration scrambling to cut tariffs using framework trade deal...
Life Sciences: Industry trends & investment considerations with Nick Galakatos, Blackstone
13 Nov 2025
Contributed by Lukas
Nick Galakatos, Senior Managing Director, & Global Head of Life Sciences at Blackstone joins Dan...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 51)
13 Nov 2025
Contributed by Lukas
On this week’s episode of Viewpoints, in recognition of the 30th UN Climate Summit, Burkhard refle...
UBS On-Air: Paul Donovan Daily Audio 'Inflation fears without inflation'
13 Nov 2025
Contributed by Lukas
US October consumer price inflation should have been published today. It is unlikely the number will...
UBS On-Air: Paul Donovan Daily Audio 'Fiscal boosts and bonds'
12 Nov 2025
Contributed by Lukas
US President Trump has suggested that most US households could receive a USD2,000 cheque from the go...
Top of the Morning: CIO Strategy Snapshot - Data backlog
11 Nov 2025
Contributed by Lukas
As the U.S. government nears reopening, Jason outlines the terms of the deal, though more importantl...
UBS On-Air: Paul Donovan Daily Audio 'Do tariff cuts cut prices?'
11 Nov 2025
Contributed by Lukas
Media reports suggest US importers may face a lower tariff on products from Switzerland (the suggest...
Top of the Morning: From sea to shining sea - The transcontinental railroad
10 Nov 2025
Contributed by Lukas
The 250 years of US innovation publication series highlights examples of how transformational innova...
Signal over Noise with Ulrike Hoffmann-Burchardi
10 Nov 2025
Contributed by Lukas
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burch...
Across the Pond: Bubble fears meet FOMO
07 Nov 2025
Contributed by Lukas
Investors have been caught between the fear of missing the AI revolution and growing worries about a...
UBS On-Air: Paul Donovan Daily Audio 'Trade trends?'
07 Nov 2025
Contributed by Lukas
Yesterday, the Bank of England did what it does best and disagreed with itself over policy. The fine...
How should I be positioned? with Dr. David Kelly (JPMorgan Asset Management) and Jason Draho (UBS CIO)
06 Nov 2025
Contributed by Lukas
Jason is joined in studio by Dr. David Kelly for an engaging conversation about the potential path f...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 50)
06 Nov 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard shares some boots-on-the-ground perspectives from C...
UBS On-Air: Paul Donovan Daily Audio 'The Supremes'
06 Nov 2025
Contributed by Lukas
The US Supreme Court hearing on the legality of the majority of the US administration’s tariffs pr...
Top of the Morning: Year-end planning priorities - Retirement and tax strategies
05 Nov 2025
Contributed by Lukas
Join Justin Waring, Head of UBS Wealth Way Strategy and Solutions, as he outlines year-end planning ...
UBS On-Air: Paul Donovan Daily Audio 'Talk and taxes'
05 Nov 2025
Contributed by Lukas
The economic calendar includes several central bank announcements, as well as the release of the Ban...
Top of the Morning: POTUS 47 - IEEPA hearing, Election Day, Government shutdown
04 Nov 2025
Contributed by Lukas
Kurt drops by the studio to update on a variety of timely topics, including the implications of pote...
UBS On-Air: Paul Donovan Daily Audio 'Credit where credit’s due?'
04 Nov 2025
Contributed by Lukas
If the US had a functioning federal government, we would be getting September trade data today. In t...
House Call: Talking Equity Markets with UBS Asset Management
03 Nov 2025
Contributed by Lukas
Join Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios and Head of the Priv...
Top of the Morning: CEO Macro Briefing Book - 4Q25 update
03 Nov 2025
Contributed by Lukas
Paul drops by the studio for an assessment of the market and macroeconomic environment as we make ou...
UBS On-Air: Paul Donovan Daily Audio 'Polls and politics'
03 Nov 2025
Contributed by Lukas
The October US ISM manufacturing sentiment poll is due. Falling survey repose rates and rising poli...
Signal over Noise with Ulrike Hoffmann-Burchardi
02 Nov 2025
Contributed by Lukas
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burch...
How should I be positioned? with Paula Campbell Roberts (KKR) and Jason Draho (UBS CIO)
31 Oct 2025
Contributed by Lukas
Paula re-joins Jason in studio for a discussion around the US macroeconomic environment, including a...
UBS On-Air: Paul Donovan Daily Audio 'Fearing fear'
31 Oct 2025
Contributed by Lukas
We should be getting US personal income and spending data today, but because the US lacks a properly...
Fixed Income Conversation Corner Podcast with Leslie Falconio (UBS CIO) and Mike Contopoulos (Richard Bernstein Advisors)
30 Oct 2025
Contributed by Lukas
Mike Contopoulos rejoins Leslie Falconio for a discussion around year-end asset class performance ex...
UBS On-Air: Paul Donovan Daily Audio 'British style'
30 Oct 2025
Contributed by Lukas
The Federal Reserve spoke with an almost British accent yesterday, cutting rates a quarter point wit...
Top of the Morning: Fixed Income Strategist - Almost ample
29 Oct 2025
Contributed by Lukas
Leslie and John stop by on Fed Day for an update on fixed income markets, positioning views, and an ...
UBS On-Air: Paul Donovan Daily Audio 'Another little cut'
29 Oct 2025
Contributed by Lukas
The Federal Reserve is expected to cut rates a quarter point. The absence of credible short-term dat...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 49)
28 Oct 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard reflects on the current upward equity market moment...
Top of the Morning: Venezuela - Visualizing the day after tomorrow
28 Oct 2025
Contributed by Lukas
We examine the current situation in Venezuela, including a look at the opportunities and challenges ...
UBS On-Air: Paul Donovan Daily Audio 'The Italian States of America'
28 Oct 2025
Contributed by Lukas
The IMF suggested that the US government debt-to-GDP ratio will exceed that of Italy by the end of t...
Top of the Morning: CIO Strategy Snapshot - The two most important numbers in economics
27 Oct 2025
Contributed by Lukas
Jason sets the table for a busy week ahead which includes several Mag 7 Q3 earnings reports, the hig...
UBS On-Air: Paul Donovan Daily Audio 'Less tense?'
27 Oct 2025
Contributed by Lukas
Trade tensions between the US and China appear to have moved into a “dial down” phase after the ...
Signal over Noise with Ulrike Hoffmann-Burchardi
27 Oct 2025
Contributed by Lukas
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burch...
Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management
26 Oct 2025
Contributed by Lukas
Tune in to hear from top portfolio managers and business heads from UBS Asset Management’s Muni, T...
Top of the Morning: Seek opportunities in China
24 Oct 2025
Contributed by Lukas
Dan Cassidy welcomes Xingchen Yu, Emerging Markets Strategist Americas, for a timely update on China...
UBS On-Air: Paul Donovan Daily Audio 'Trade talk turmoil'
24 Oct 2025
Contributed by Lukas
US President Trump announced trade negotiations with Canada would end. Trump is unhappy with the Pro...
Talking Markets Podcast (Investing in China) with Andrew Mattock, Matthews Asia
23 Oct 2025
Contributed by Lukas
Andrew Mattock is a Portfolio Manager focused on Chinese equities at Matthews Asia. We discuss the ...
UBS On-Air: Paul Donovan Daily Audio 'Blips'
23 Oct 2025
Contributed by Lukas
There has been a small blip in the oil price following the US announcement that two Russian energy c...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 48)
22 Oct 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard shares his thoughts on the performance of gold and ...
Top of the Morning: Muni Market update - Flows gather momentum
22 Oct 2025
Contributed by Lukas
Mindful of a flattening yield curve, Sudip and Jeannine join to explain where opportunities exist wi...
UBS On-Air: Paul Donovan Daily Audio 'Choppy markets, in choppy waters'
22 Oct 2025
Contributed by Lukas
UK September consumer price inflation was lower than expected. Air fares and fuel prices added, but ...
Top of the Morning: Emerging Market Equities - Positioning update & outlook
21 Oct 2025
Contributed by Lukas
Tune in for a performance update and outlook for emerging market equities. We also explain the thin...
UBS On-Air: Paul Donovan Daily Audio 'Trading patterns offer few surprises'
21 Oct 2025
Contributed by Lukas
South Korea’s early October export data showed strength when adjusted for differences in working d...
Top of the Morning: CIO Strategy Snapshot - A better risk-reward distribution
20 Oct 2025
Contributed by Lukas
Jason joins to outline the current positioning recommendations and investment outlook from CIO (per ...
UBS On-Air: Paul Donovan Daily Audio 'Back and forth on trade'
20 Oct 2025
Contributed by Lukas
Financial markets have been pushed around by trade, again. This time the reaction has been positive,...
Signal over Noise with Ulrike Hoffmann-Burchardi
19 Oct 2025
Contributed by Lukas
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burch...
Macro Monthly Podcast with UBS Asset Management
19 Oct 2025
Contributed by Lukas
Join Evan Brown, Portfolio Manager and Head of Multi-Asset Strategy with UBS Asset Management, as he...
House Call: Talking Equity Markets with UBS Asset Management
18 Oct 2025
Contributed by Lukas
Join Jeff Hans, Senior Portfolio Manager of the House View Equity Portfolios with UBS Asset Manageme...
Top of the Morning: POTUS 47 - Government gridlock, Trade update
17 Oct 2025
Contributed by Lukas
Kurt drops by to update on where negotiations stand to end the U.S. government shutdown, which has n...
UBS On-Air: Paul Donovan Daily Audio 'More changes to policy'
17 Oct 2025
Contributed by Lukas
There are reports that the US administration will extend the delay in implementing tariffs on car pa...
UBS On-Air: Paul Donovan Daily Audio 'Beige flags'
16 Oct 2025
Contributed by Lukas
The Federal Reserve’s Beige Book of economic anecdotes was not affected by the absence of a functi...
Washington Weekly Podcast: Government shutdown update, US-China trade talks
15 Oct 2025
Contributed by Lukas
Shane joins mid-week for an update on the US government shutdown, including a look at impacted servi...
UBS On-Air: Paul Donovan Daily Audio 'Labor weakness still beats inflation increases'
15 Oct 2025
Contributed by Lukas
Federal Reserve Chair Powell reiterated that labor market concerns dominate inflation concerns in cu...
Industrial Real Estate: Outlook & opportunities with Dave Fazekas, Ares Management
14 Oct 2025
Contributed by Lukas
Dave Fazekas is Partner & Head of North American Logistics with Ares Real Estate. Dave joins th...
UBS On-Air: Paul Donovan Daily Audio 'Taking down the trade temperature'
14 Oct 2025
Contributed by Lukas
Markets have detected some shifting around in the US approach to trade with China. US Treasury Secre...
Top of the Morning: CIO Strategy Snapshot - Navigating volatility
13 Oct 2025
Contributed by Lukas
As investors begin a new week they are faced with the prospect of more trade uncertainty, the ongoin...
UBS On-Air: Paul Donovan Daily Audio 'Where to start?'
13 Oct 2025
Contributed by Lukas
After US President Trump’s threat to impose additional significant tariffs on US buyers of goods f...
Signal over Noise with Ulrike Hoffmann-Burchardi
12 Oct 2025
Contributed by Lukas
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burch...
Talking Markets Podcast with Jan van Eck of VanEck
10 Oct 2025
Contributed by Lukas
Jan van Eck is the Chief Executive Officer of VanEck. We cover a wide range of top of mind topics f...
UBS On-Air: Paul Donovan Daily Audio 'Inflation (data) is coming'
10 Oct 2025
Contributed by Lukas
The US government has announced that, regardless of the government shutdown, the September consumer ...
Top of the Morning: US Financials - Sector update & outlook
09 Oct 2025
Contributed by Lukas
We cover a range of sector-related topics, spanning concerns over subprime consumer credit and priva...
UBS On-Air: Paul Donovan Daily Audio 'Policy discussion in a data vacuum'
09 Oct 2025
Contributed by Lukas
French politicians have been doing politics. This week’s prime minister, Lecornu, has suggested th...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 47)
08 Oct 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard acknowledges the third birthday of the current bull...
UBS On-Air: Paul Donovan Daily Audio 'How bouncy is the bounce back?'
08 Oct 2025
Contributed by Lukas
Economists traditionally do not worry too much about the growth impact of US government shutdowns, a...
Across the Pond: Dream Home or Bubble Trouble?
07 Oct 2025
Contributed by Lukas
Buying a second property overseas is dream for many. But can it also make financial sense? Our lates...
UBS On-Air: Paul Donovan Daily Audio 'French lettuce?'
07 Oct 2025
Contributed by Lukas
French Prime Minister Lecornu resigned, but will work for 48 hours—President Macron wants Lecornu ...
Top of the Morning: CIO Strategy Snapshot - What’s driving the markets?
06 Oct 2025
Contributed by Lukas
Jason drops by the studio to explain why markets recently have continued their move higher, despite ...
UBS On-Air: Paul Donovan Daily Audio 'Pro-growth policies?'
06 Oct 2025
Contributed by Lukas
The Liberal Democratic Party of Japan elected former economic security minister Takaichi as its lead...
Signal over Noise with Ulrike Hoffmann-Burchardi
05 Oct 2025
Contributed by Lukas
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burch...
Navigating 529 Plans in New York and the Tri -State Area
04 Oct 2025
Contributed by Lukas
Join Isaac Chota, 529 Product Manager at UBS, and special guest Kristia Adrian, Executive Director a...
Top of the Morning: State of the U.S. economy & Fed monetary policy
03 Oct 2025
Contributed by Lukas
As the U.S. government shutdown continues, we examine the implications of a prolonged shutdown to ec...
UBS On-Air: Paul Donovan Daily Audio 'Not employment report Friday'
03 Oct 2025
Contributed by Lukas
Today is US employment report Friday—except it is not, because of the impenetrable fog of US gover...
Fixed Income Conversation Corner with Dan Hyman (PIMCO) and Leslie Falconio (UBS CIO)
02 Oct 2025
Contributed by Lukas
Our conversation outlines the current landscape for fixed income investors, and where to locate oppo...
UBS On-Air: Paul Donovan Daily Audio 'Losing jobs'
02 Oct 2025
Contributed by Lukas
The US government shutdown continues—Senate Republicans failed to pass their measure to end it. US...
Washington Weekly Podcast: Government shutdown, U.S. Drug Pricing
01 Oct 2025
Contributed by Lukas
As the U.S. government has entered a shutdown, Shane drops by to explain the scope of impact, along ...
Top of the Morning: Emerging markets - performance meets diversification
01 Oct 2025
Contributed by Lukas
Alejo rejoins the podcast to discuss why the Fed’s current rate-cutting cycle is so important for ...
UBS On-Air: Paul Donovan Daily Audio 'Through the keyhole'
01 Oct 2025
Contributed by Lukas
The US Congress failed to either change the rules or come to an agreement to avert a government shut...
Top of the Morning: CIO Strategy Snapshot - Assessing the data
30 Sep 2025
Contributed by Lukas
Coming off a busy week of economic data releases, and with the September employment report due out i...
UBS On-Air: Paul Donovan Daily Audio 'Growth and guessing'
30 Sep 2025
Contributed by Lukas
The final guess at UK second quarter GDP led to some modest increases in growth—cementing the UK’...
Back to School on the Markets with Jeffrey Gundlach, Founder, DoubleLine Capital
29 Sep 2025
Contributed by Lukas
Tune in for the annual UBS Studios fireside chat on the current market and macro environment, includ...
UBS On-Air: Paul Donovan Daily Audio 'Paying for government'
29 Sep 2025
Contributed by Lukas
Current French Prime Minister Lecornu outlined their policy intentions, if they remain in power. A 4...
Signal over noise with Ulrike Hoffmann-Burchardi
28 Sep 2025
Contributed by Lukas
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burch...
How should I be positioned? with Cliff Asness (AQR) and Jason Draho (UBS CIO)
26 Sep 2025
Contributed by Lukas
Cliff joins Jason at the 1285 podcast studio in New York to cover a wide-range of topics, including ...
UBS On-Air: Paul Donovan Daily Audio 'National security vanities'
26 Sep 2025
Contributed by Lukas
Social media posts from US President Trump overnight indicate a series of new trade tariffs. US buye...
CIO Fixed Income Roundtable Series: Performance update & outlook
25 Sep 2025
Contributed by Lukas
Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance...
UBS On-Air: Paul Donovan Daily Audio 'A US day today'
25 Sep 2025
Contributed by Lukas
The US releases revised second quarter GDP data. The market consensus is for no change (given data q...
Meet Ulrike Hoffmann-Burchardi, CIO Americas and Global Head of Equities
24 Sep 2025
Contributed by Lukas
On 1 July Ulrike Hoffmann-Burchardi assumed the role of Chief Investment Officer Americas, while con...