UBS On-Air: Paul Donovan Daily Audio 'Adding uncertainty in uncertain times'
24 Sep 2025
Contributed by Lukas
Yesterday saw some increase in macro uncertainty, in case investors thought the world was getting pr...
Top of the Morning: POTUS 47 - Banking on regulatory reform
23 Sep 2025
Contributed by Lukas
We examine regulatory reforms being implemented by the Trump administration to the US banking sector...
UBS On-Air: Paul Donovan Daily Audio 'Quite like old times'
23 Sep 2025
Contributed by Lukas
Federal Reserve Chair Powell is to speak on the economic outlook at the Greater Providence Chamber o...
Top of the Morning: CIO Strategy Snapshot - What’s next for rate cuts?
22 Sep 2025
Contributed by Lukas
Jason drops by the studio to reflect on last week’s FOMC rate decision and market response. We th...
UBS On-Air: Paul Donovan Daily Audio 'More policy insights'
22 Sep 2025
Contributed by Lukas
South Korean exports fell in the first part of September (when adjusting for the number of working d...
Signal over noise with Ulrike Hoffmann-Burchardi
21 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...
Washington Weekly Podcast: UK state visit, Privatizing GSEs, Government funding
19 Sep 2025
Contributed by Lukas
Shane drops by to recap this week’s UK state visit by President Trump and a variety of economic ag...
Top of the Morning: Investing in China & EM Equities - Themes, opportunities, risks
19 Sep 2025
Contributed by Lukas
Xingchen rejoins to cover three key themes for China investors to watch, followed by investment oppo...
Top of the Morning: Fixed Income Strategist - Pushing the boundaries
19 Sep 2025
Contributed by Lukas
Leslie joins in-studio to provide a fixed income performance update and outlook, including thoughts ...
UBS On-Air: Paul Donovan Daily Audio 'Quantities of money'
19 Sep 2025
Contributed by Lukas
Yesterday, French protestors took to the streets over the last government’s proposed spending cuts...
UBS AI Podcast - CEO Series - Ep. 5 (Winston Weinberg, CEO of Harvey)
18 Sep 2025
Contributed by Lukas
The UBS AI Podcast explores the fascinating and evolving world of artificial intelligence, how it...
UBS On-Air: Paul Donovan Daily Audio 'Weaker employment > stronger inflation'
18 Sep 2025
Contributed by Lukas
The Federal Reserve performed as expected—a quarter point rate cut and signals of more to come. Th...
Top of the Morning: POTUS 47 - Latest on US trade policy & government funding talks
17 Sep 2025
Contributed by Lukas
Kurt rejoins in studio to share the latest on US trade policy (and potential paths forward) followin...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 46)
16 Sep 2025
Contributed by Lukas
On this week’s episode of Viewpoints, fresh off a recent trip to Uganda, Burkhard reflects on his ...
Across the Pond: Political gridlock at the heart of Europe
16 Sep 2025
Contributed by Lukas
France has just installed its fifth prime minister in just two years, after another government lost ...
UBS On-Air: Paul Donovan Daily Audio 'What difference does it make?'
16 Sep 2025
Contributed by Lukas
The US courts have confirmed Fed Governor Cook will participate in tomorrow’s policy decision. The...
Top of the Morning: CIO Strategy Snapshot - All eyes on the Fed
15 Sep 2025
Contributed by Lukas
Jason returns following a brief late-summer hiatus to share thoughts on recent market performance, e...
UBS On-Air: Paul Donovan Daily Audio 'The Fed and the future'
15 Sep 2025
Contributed by Lukas
Investors await this week’s Federal Reserve meeting, less for the decision (a cut is expected) and...
Ahead of the curve with Ulrike Hoffmann-Burchardi
14 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...
Washington Weekly Podcast: Government Funding, Private Sector equity stakes, & more
12 Sep 2025
Contributed by Lukas
Shane drops by to update on government funding efforts ahead of the upcoming shutdown deadline, alon...
UBS On-Air: Paul Donovan Daily Audio 'Price perception problems'
12 Sep 2025
Contributed by Lukas
The August US consumer price inflation data was not surprising. Durable goods prices continue to ris...
UBS On-Air: Paul Donovan Daily Audio 'Pricing data shaping policy expectations'
11 Sep 2025
Contributed by Lukas
US official producer price inflation data was weaker than expected, but the details presented an int...
UBS On-Air: Paul Donovan Daily Audio 'Details matter'
10 Sep 2025
Contributed by Lukas
Geopolitics is making headlines, but is generally ignored by markets. Israel’s air strike in Qatar...
UBS On-Air: Paul Donovan Daily Audio 'Aprés nous, le déluge?'
09 Sep 2025
Contributed by Lukas
French Prime Minister Bayrou is expected to resign, having lost a parliamentary vote of confidence r...
Ahead of the curve with Ulrike Hoffmann-Burchardi
07 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...
UBS On-Air: Paul Donovan Daily Audio 'Payrolls without precision'
05 Sep 2025
Contributed by Lukas
US August employment data is due. Falling survey response rates, rising complexity, and less funding...
UBS On-Air: Paul Donovan Daily Audio 'Beige or red flags?'
04 Sep 2025
Contributed by Lukas
The Federal Reserve has to decide policy based on how far it believes labor markets will weaken, how...
UBS On-Air: Paul Donovan Daily Audio 'A gilded age'
02 Sep 2025
Contributed by Lukas
Gold prices hit a new record overnight. The gold rally has its foundations in central bank accumulat...
Ahead of the curve with Ulrike Hoffmann-Burchardi
01 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...
UBS On-Air: Paul Donovan Daily Audio 'The rate debate'
29 Aug 2025
Contributed by Lukas
US July personal income and spending data is due. The middle income consumers’ relatively strong s...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 45)
28 Aug 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard reflects on and share takeaways from his UBS summit...
UBS On-Air: Paul Donovan Daily Audio 'The politics of debt'
28 Aug 2025
Contributed by Lukas
The US provides another official estimate of second-quarter GDP. These numbers will be revised furt...
Talking Markets Podcast with Apollo Lupescu of Dimensional Fund Advisors
27 Aug 2025
Contributed by Lukas
Apollo Lupescu is a Vice President at Dimensional Fund Advisors. We cover a wide range of top of mi...
UBS On-Air: Paul Donovan Daily Audio '50% on'
27 Aug 2025
Contributed by Lukas
US taxes on Indian imports doubled to 50%. US importers should pay the old tax rate on goods already...
Top of the Morning: CIO Strategy Snapshot - Jackson Hole takeaways
26 Aug 2025
Contributed by Lukas
Jason reflects on last week’s Jackson Hole Symposium, and speech delivered by Fed Chair Powell - w...
UBS On-Air: Paul Donovan Daily Audio 'Scapegoating the Federal Reserve'
26 Aug 2025
Contributed by Lukas
US President Trump issued a letter purporting to fire Federal Reserve Governor Cook—an unprecedent...
UBS On-Air: Paul Donovan Daily Audio 'A standard Powell speech'
25 Aug 2025
Contributed by Lukas
Federal Reserve Chair Powell’s speech at Jackson Hole last week was classic Powell. That is not a ...
Ahead of the curve with Ulrike Hoffmann-Burchardi
25 Aug 2025
Contributed by Lukas
Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Am...
Talking Markets Podcast with Dan Peris of Federated Hermes
22 Aug 2025
Contributed by Lukas
Dan Peris is a Senior Portfolio Manager, and Head of the Income and Value Group at Federated Hermes ...
UBS On-Air: Paul Donovan Daily Audio 'A reluctant defense of Powell'
22 Aug 2025
Contributed by Lukas
In my view, central bank policy would have been better served had US President Trump extended former...
UBS On-Air: Paul Donovan Daily Audio 'In what can we trust?'
21 Aug 2025
Contributed by Lukas
The Federal Reserve meeting minutes offered no surprise—a majority of members thought inflation a ...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 44)
20 Aug 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard reflects on last Friday’s Alaska summit and how i...
UBS On-Air: Paul Donovan Daily Audio 'Inflation, disinflation, and deflation'
20 Aug 2025
Contributed by Lukas
The UK actually managed to publish some data without delay or suspension. July inflation rates were ...
UBS On-Air: Paul Donovan Daily Audio 'Nothing'
19 Aug 2025
Contributed by Lukas
The global data calendar is unusually empty today, allowing investors a chance to speculate idly wit...
Top of the Morning: CIO Strategy Snapshot - Data concerns of a different sort
18 Aug 2025
Contributed by Lukas
Jason drops by to reflect on the recent July inflation prints and what the data suggests about the i...
UBS On-Air: Paul Donovan Daily Audio 'Wars and trade wars'
18 Aug 2025
Contributed by Lukas
Market reactions to Friday’s events in Alaska are likely to be muted. The Russia-Ukraine war is no...
Ahead of the curve with Ulrike Hoffmann-Burchardi
18 Aug 2025
Contributed by Lukas
Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Am...
Fixed Income Conversation Corner with Scott DiMaggio (AllianceBernstein) and Leslie Falconio (UBS CIO)
15 Aug 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 'Up and down the supply chain'
15 Aug 2025
Contributed by Lukas
While official US July producer price inflation numbers were higher than expected, the signs of the ...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 43)
14 Aug 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard shares thoughts on how key forces such as the labor...
UBS On-Air: Paul Donovan Daily Audio 'Stories versus reality'
14 Aug 2025
Contributed by Lukas
UK second-quarter GDP was stronger than expected. The numbers will of course be subject to revision ...
Top of the Morning: POTUS 47 - Another brick in the tariff wall
13 Aug 2025
Contributed by Lukas
Kurt rejoins in-studio for the latest POTUS 47 update where we discuss the developments surrounding ...
UBS On-Air: Paul Donovan Daily Audio 'Seeping taxes, suspending data'
13 Aug 2025
Contributed by Lukas
Yesterday’s July US consumer price inflation data showed trade taxes seeping into prices. US appli...
Top of the Morning: Fixed Income Strategist - Back to school prep
12 Aug 2025
Contributed by Lukas
In this month’s Fixed Income Strategist, we review foundational elements of the fixed income marke...
UBS On-Air: Paul Donovan Daily Audio 'Can US inflation be hedged? '
12 Aug 2025
Contributed by Lukas
US July consumer price inflation is due. The details will show more of the April trade taxes seeping...
Top of the Morning: CIO Strategy Snapshot - Macro thoughts
11 Aug 2025
Contributed by Lukas
As markets continue to shrug off risk factors, Jason shares thoughts on the current environment and ...
UBS On-Air: Paul Donovan Daily Audio 'A chaotic trade tax process'
11 Aug 2025
Contributed by Lukas
The US administration has promised to clarify “misinformation” about trade taxes on gold followi...
Ahead of the curve with Ulrike Hoffmann-Burchardi
11 Aug 2025
Contributed by Lukas
Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Am...
House Call: Talking Equity Markets with UBS Asset Management
08 Aug 2025
Contributed by Lukas
Join Jeremy Zirin, Senior Portfolio Manager and Head of the Private Client US Equity Team with UBS A...
UBS On-Air: Paul Donovan Daily Audio 'All that’s gold does not glitter'
08 Aug 2025
Contributed by Lukas
The Financial Times reports that the US has declared imports of one kilogram and 100 ounce bars of g...
Top of the Morning: Preferred yields not wilting in the market heat
07 Aug 2025
Contributed by Lukas
A look at the performance landscape and outlook for preferred securities through 2H25, including a r...
UBS On-Air: Paul Donovan Daily Audio 'Trading around the US'
07 Aug 2025
Contributed by Lukas
US manufacturers live in confusing times. Alongside the widespread increases in taxes on imports tha...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 42)
06 Aug 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard shares thoughts on a range of timely topics, includ...
Top of the Morning: CEO Macro Briefing Book - Themes for 2H25
06 Aug 2025
Contributed by Lukas
Paul drops by the studio to outline the key themes that business owners should be mindful of through...
UBS On-Air: Paul Donovan Daily Audio 'Domestic demand drivers'
06 Aug 2025
Contributed by Lukas
There is apparently a shortlist of four for the position of next governor of the Federal Reserve, an...
Top of the Morning: The lines separating developed and emerging markets are blurring
05 Aug 2025
Contributed by Lukas
What differentiates an emerging market from a developed one? Alejo drops by the studio to explain, ...
UBS On-Air: Paul Donovan Daily Audio 'The bigger picture on trade'
05 Aug 2025
Contributed by Lukas
The US June trade balance is due—measuring both goods and services. For some bilateral relationshi...
Across the Pond: What a weaker greenback means for global investors
04 Aug 2025
Contributed by Lukas
The US dollar has suffered its sharpest first-half decline in over 50 years, raising questions about...
Top of the Morning: CIO Strategy Snapshot - Where to from here?
04 Aug 2025
Contributed by Lukas
Coming off what was an eventful week for investors (in unexpected ways), and combined with a notable...
UBS On-Air: Paul Donovan Daily Audio 'Fragility'
04 Aug 2025
Contributed by Lukas
Last Friday’s US employment report revisions were in line with a fragile labor market narrative. T...
Ahead of the curve with Ulrike Hoffmann-Burchardi
04 Aug 2025
Contributed by Lukas
Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Am...
Top of the Morning: July Jobs Report, FOMC takeaways, & the week ahead
01 Aug 2025
Contributed by Lukas
We close out a busy macro week by examining the current health of the US labor market, and what the ...
UBS On-Air: Paul Donovan Daily Audio 'The taxation burden descends'
01 Aug 2025
Contributed by Lukas
The global economy is reverberating with the dull thud of the yoke of taxation dropping onto the sho...
Talking Markets Podcast with Patricia Zobel of Guggenheim Partners
31 Jul 2025
Contributed by Lukas
Patricia Zobel serves as Head of Macroeconomic Research and Market Strategy for Guggenheim Partners ...
UBS On-Air: Paul Donovan Daily Audio 'US inflation in isolation'
31 Jul 2025
Contributed by Lukas
The Federal Reserve offered no surprises on rates. Fed Chair Powell tried to present the two dissent...
UBS On-Air: Paul Donovan Daily Audio 'Perceptions of political puppeteering'
30 Jul 2025
Contributed by Lukas
The Federal Reserve meets to decide interest rates—over a hundred economists expect no change. The...
UBS On-Air: Paul Donovan Daily Audio 'The data in focus'
29 Jul 2025
Contributed by Lukas
The US June trade balance is due—a number once overlooked but which politics has made it matter. A...
Top of the Morning: CIO Strategy Snapshot - The Great Risk Transfer
28 Jul 2025
Contributed by Lukas
Jason drops by the studio to preview a busy week that includes an abundance of Q2 earnings results, ...
UBS On-Air: Paul Donovan Daily Audio 'Bad news or good news?'
28 Jul 2025
Contributed by Lukas
The EU and the US agreed that US consumers should pay more tax—levied at 15% for imports from the ...
Ahead of the curve with Ulrike Hoffmann-Burchardi
28 Jul 2025
Contributed by Lukas
Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Am...
Navigating macroeconomic & geopolitical risks with Arif Joshi, Lazard Asset Management
25 Jul 2025
Contributed by Lukas
Arif Joshi serves as a Portfolio Manager and Analyst on Lazard Asset Management's Emerging Marke...
UBS On-Air: Paul Donovan Daily Audio 'Independence Day'
25 Jul 2025
Contributed by Lukas
From time to time, these comments might have given the impression of dissatisfaction with Federal Re...
Washington Weekly Podcast: Trade deals, Congressional redistricting, Early recess
24 Jul 2025
Contributed by Lukas
Shane drops by to share the latest developments on trade, spanning Japan to the European Union. We ...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 41)
24 Jul 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard shares some boots-on-the-ground insights from Germa...
UBS On-Air: Paul Donovan Daily Audio 'Can the Fed be saved?'
24 Jul 2025
Contributed by Lukas
US Commerce Secretary Lutnick suggested US rates should be cut now, and Federal Reserve Chair Powell...
UBS On-Air: Paul Donovan Daily Audio 'Who to scapegoat when trade deals are done?'
23 Jul 2025
Contributed by Lukas
The proposed US-Japan trade deal means US buyers of Japanese goods (including autos) face a 15% tax....
Top of the Morning: CEO Macro Briefing Book - Insights on taxes
22 Jul 2025
Contributed by Lukas
Paul rejoins in-studio to spotlight a special edition of the CEO Macro Briefing Book publication ser...
UBS On-Air: Paul Donovan Daily Audio 'Independence in focus'
22 Jul 2025
Contributed by Lukas
US Treasury Secretary Bessent suggested a “wholesale review” of the Federal Reserve was necessar...
Top of the Morning: CIO Strategy Snapshot - Summer slowdown?
21 Jul 2025
Contributed by Lukas
Despite relatively low trading volumes and narrow trading ranges as of late, there is still plenty f...
UBS On-Air: Paul Donovan Daily Audio 'Trade continues elsewhere'
21 Jul 2025
Contributed by Lukas
South Korean export data for the first part of July showed growth, adjusted for differences in worki...
Ahead of the curve with Ulrike Hoffmann-Burchardi
20 Jul 2025
Contributed by Lukas
Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Am...
How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)
18 Jul 2025
Contributed by Lukas
Torsten rejoins Jason in the New York podcast studio to exchange thoughts on Fed independence (and t...
UBS On-Air: Paul Donovan Daily Audio 'Can anyone argue for rate cuts?'
18 Jul 2025
Contributed by Lukas
After this week’s events, the question is whether anyone can advocate for US rate cuts without bei...
UBS AI Podcast - CEO Series - Ep. 4 (Dr. Kai-Fu Lee, CEO of 01.AI)
17 Jul 2025
Contributed by Lukas
The UBS AI Podcast explores the fascinating and evolving world of artificial intelligence, how it...
Top of the Morning: Fixed Income Strategist - Navigating through the fog
17 Jul 2025
Contributed by Lukas
With 2H25 now underway, Leslie shares a performance outlook for fixed income assets, along with outl...
UBS On-Air: Paul Donovan Daily Audio 'The dangers of being surprised'
17 Jul 2025
Contributed by Lukas
US President Trump has recently shown an eagerness to change the media narrative. The narrative chan...
Washington Weekly Podcast: Crypto week, Tariffs, Russia-Ukraine
16 Jul 2025
Contributed by Lukas
Shane drops by to highlight the legislative focuses of Congress post One Big Beautiful Bill, includi...
UBS On-Air: Paul Donovan Daily Audio 'Inflation games'
16 Jul 2025
Contributed by Lukas
US June consumer price inflation gave some troubling signals about data quality—not only are fewer...
Top of the Morning: Muni Market - 2H25 Outlook: The better half
15 Jul 2025
Contributed by Lukas
A mid-year performance recap and outlook for the municipal bond market, including a look at why muni...
UBS On-Air: Paul Donovan Daily Audio 'And so it begins? '
15 Jul 2025
Contributed by Lukas
US June consumer price inflation is the first number that might show trade tax effects. Only half th...