Top of the Morning: CIO Strategy Snapshot - Don’t call it a comeback
14 Jul 2025
Contributed by Lukas
Jason weighs in on range of top-of-mind topics to begin the week, including the resurgence of tariff...
UBS On-Air: Paul Donovan Daily Audio 'Randomness and the real world'
14 Jul 2025
Contributed by Lukas
Financial markets seem content to assume US President Trump will default to retreating from their la...
Ahead of the curve with Ulrike Hoffmann-Burchardi
14 Jul 2025
Contributed by Lukas
Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Am...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 40)
11 Jul 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard weighs whether investors are entering the summer se...
Top of the Morning: The week in review and preview
11 Jul 2025
Contributed by Lukas
Matt Tormey, Equity Strategist Americas from the UBS Chief Investment Office, joins Shiavon Chatman ...
UBS On-Air: Paul Donovan Daily Audio 'The retreat paradox'
11 Jul 2025
Contributed by Lukas
The latest US tax increases were a 35% tax on products from Canada—in spite of Canadian concession...
Top of the Morning: Emerging Markets - Back in the spotlight
10 Jul 2025
Contributed by Lukas
Alejo rejoins in studio for a mid-year conversation on the Emerging Markets, including a recap of fi...
UBS On-Air: Paul Donovan Daily Audio 'Masterful inactivity'
10 Jul 2025
Contributed by Lukas
The Federal Reserve meeting minutes were a masterclass in the art of sitting on a fence. US Presiden...
Navigating macroeconomic & geopolitical risks with Jordan Brooks, AQR Capital Management
09 Jul 2025
Contributed by Lukas
Jordan Brooks serves as Principal and Co-Head of the Macro Strategies Group at AQR Capital Managemen...
Top of the Morning: Emerging Markets - Investing in Brazil
08 Jul 2025
Contributed by Lukas
A look at the investment case for Brazil, and why the environment of today differs from that of the ...
UBS On-Air: Paul Donovan Daily Audio 'The new tax wave'
08 Jul 2025
Contributed by Lukas
US President Trump announced the start of a new wave of taxes on US consumers, with a 25% tax on US ...
Top of the Morning: POTUS 47 - One Big Beautiful Bill & US trade policy
07 Jul 2025
Contributed by Lukas
Kurt rejoins the conversation to outline the notable takeaways and investment implications of One Bi...
UBS On-Air: Paul Donovan Daily Audio 'Delays and retreats'
07 Jul 2025
Contributed by Lukas
The additional taxes US President Trump intended to impose on US consumers from Wednesday will now b...
Across the Pond: America is not the only AI game in town
06 Jul 2025
Contributed by Lukas
The US has been at the vanguard of the global AI revolution, having been responsible for the bulk of...
UBS On-Air: Paul Donovan Daily Audio 'Trade tax timing, and inflation'
04 Jul 2025
Contributed by Lukas
The US June employment report was strong enough in the headline to dispel ideas of a sudden US inter...
Tariffs, de-dollarization, and gold: Navigating market volatility
03 Jul 2025
Contributed by Lukas
While optimism over easing tariff risks has buoyed markets so far, the US administration’s tough t...
UBS On-Air: Paul Donovan Daily Audio 'Hints of labor market weakness?'
03 Jul 2025
Contributed by Lukas
Tomorrow’s US holiday means US labor market data appears today. There is a hint today’s report m...
The Energy Evolution: The road ahead & Investment considerations
02 Jul 2025
Contributed by Lukas
Jay Dobson is joined by Rob Thummel for an in-depth conversation about where we are in the energy ev...
UBS On-Air: Paul Donovan Daily Audio 'The UFP – Unsustainable Fiscal Position'
02 Jul 2025
Contributed by Lukas
The US Senate passed legislation to enshrine an unsustainable fiscal position into law. The bill goe...
Artificial Intelligence: Energy requirements, Competitive landscape & more with Michael Lippert (Baron Capital)
01 Jul 2025
Contributed by Lukas
Michael Lippert is a Vice President, Portfolio Manager, and serves as the Head of Technology Researc...
UBS On-Air: Paul Donovan Daily Audio '90 degrees of deals'
01 Jul 2025
Contributed by Lukas
The US administration seems to be retreating from the idea of “90 trade deals in 90 days”. With ...
Top of the Morning: CIO Strategy Snapshot - Mid-year checkup
30 Jun 2025
Contributed by Lukas
As we officially move into the second-half of 2025, Jason assesses the factors that have driven rece...
UBS On-Air: Paul Donovan Daily Audio 'Budget battles'
30 Jun 2025
Contributed by Lukas
Over the past few days, Canada and the US stopped talking about trade, and started talking about tra...
House Call: Talking Equity Markets with UBS Asset Management
29 Jun 2025
Contributed by Lukas
Join Jeff Hans, Portfolio Manager with UBS Asset Management, as he shares a performance update for U...
CIO Fixed Income Roundtable Series: Mid-year performance update
27 Jun 2025
Contributed by Lukas
Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance...
Washington Weekly Podcast: Middle East, NATO, Reconciliation package, Genuis Bill
27 Jun 2025
Contributed by Lukas
Shane drops by with the latest developments out of the Middle East, as we continue to monitor the US...
UBS On-Air: Paul Donovan Daily Audio 'Disinflation (not in the US)'
27 Jun 2025
Contributed by Lukas
Japan exhibited some disinflation with the June Tokyo consumer price data. Using the international d...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 39)
27 Jun 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard shares his thoughts on recent geopolitical developm...
UBS On-Air: Paul Donovan Daily Audio 'Independence Day'
26 Jun 2025
Contributed by Lukas
The Wall Street Journal reports US President Trump may announce the next Federal Reserve Chair in Se...
How should I be positioned? with Dan Ivascyn (PIMCO) and Jason Draho (UBS CIO)
25 Jun 2025
Contributed by Lukas
Dan rejoins the conversation with Jason in studio to exchange thoughts on how to approach asset allo...
UBS On-Air: Paul Donovan Daily Audio 'No cuts for now'
25 Jun 2025
Contributed by Lukas
In the US yesterday, Federal Reserve Chair Powell delivered a speech to members of the House of Repr...
Fixed Income Conversation Corner with Amanda Lynam (BlackRock) and Leslie Falconio (UBS CIO)
24 Jun 2025
Contributed by Lukas
Our conversation outlines the current landscape for fixed income investors and where to locate oppor...
UBS On-Air: Paul Donovan Daily Audio 'As you were'
24 Jun 2025
Contributed by Lukas
Iran and Israel seem to be saying “if they stop, I’ll stop”, although there were some missile ...
Top of the Morning: CIO Strategy Snapshot - Start of the summer
23 Jun 2025
Contributed by Lukas
With the summer season now officially underway, it is already shaping up to be an eventful one for i...
UBS On-Air: Paul Donovan Daily Audio 'Beware the deckchair generals'
23 Jun 2025
Contributed by Lukas
We live in a world of political polarization and soundbite economics. That encourages sensationalism...
Across the Pond: The Israel-Iran crisis and beyond
20 Jun 2025
Contributed by Lukas
UBS WM Chief Economist Paul Donovan discusses the current hostilities between Israel and Iran and wh...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 38)
20 Jun 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard outlines potential scenarios as to how developments...
UBS On-Air: Paul Donovan Daily Audio 'Prolonging uncertainty'
20 Jun 2025
Contributed by Lukas
European powers begin nuclear talks with Iran, and the US has signaled that it does not intend to de...
UBS On-Air: Paul Donovan Daily Audio 'I mean, nobody knows what I’m going to do'
19 Jun 2025
Contributed by Lukas
The US Federal Deserve did as expected yesterday—nothing. The Fed’s dilemma can be summed up by ...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 38)
18 Jun 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard outlines potential scenarios as to how developments...
Top of the Morning: A “Spending waterfall” to fund your retirement lifestyle
18 Jun 2025
Contributed by Lukas
Learn about how retirees can manage taxes when withdrawing from their accounts in retirement to ulti...
UBS On-Air: Paul Donovan Daily Audio 'Hints at consequences'
18 Jun 2025
Contributed by Lukas
Yesterday’s US data flurry gave hints about trade tax effects. Headline retail sales were weakened...
Top of the Morning: Muni Market: Steadier, steeper, and cheaper
17 Jun 2025
Contributed by Lukas
We examine recent muni market performance, along with look at the investment case for the asset clas...
UBS On-Air: Paul Donovan Daily Audio 'Symbolism'
17 Jun 2025
Contributed by Lukas
US President Trump left the G7 summit a day early. Their departure does not change much of substance...
Top of the Morning: CIO Strategy Snapshot - Navigating geopolitical & policy risk
16 Jun 2025
Contributed by Lukas
We begin the week by covering the conflict involving Israel and Iran, along with the potential marke...
Top of the Morning: US-China trade, China’s economy, Global diversification
16 Jun 2025
Contributed by Lukas
Xingchen rejoins the conversation to share an update on US-China trade negotiations, along with a lo...
UBS On-Air: Paul Donovan Daily Audio 'Military fallout'
16 Jun 2025
Contributed by Lukas
The ongoing exchange of missile strikes between Iran and Israel this weekend has not had a major imp...
Washington Weekly Podcast: Middle East, Capitol Hill, US-China trade & more
13 Jun 2025
Contributed by Lukas
Shane drops by to share the latest developments out of the Middle East involving Israel and Iran, al...
Top of the Morning: The week in review and preview
13 Jun 2025
Contributed by Lukas
We close out another trading week by recapping US-China trade talks, the latest round of US inflatio...
UBS On-Air: Paul Donovan Daily Audio 'Conflict'
13 Jun 2025
Contributed by Lukas
The scale of Israel’s air strikes against Iran were not anticipated by financial markets (US Presi...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 37)
12 Jun 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard outlines the factors behind the recovery of US equi...
UBS On-Air: Paul Donovan Daily Audio 'Pricing bananas'
12 Jun 2025
Contributed by Lukas
Yesterday’s US consumer price inflation data showed, as expected, faint hints at the effects of tr...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 37)
11 Jun 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard outlines the factors behind the recovery of US equi...
UBS AI Podcast - CEO Series - Ep. 3 (Joe Tsai, Chairman of Alibaba)
10 Jun 2025
Contributed by Lukas
A special edition fireside chat with Joe Tsai, Chairman of Alibaba, a global leader in e-commerce an...
UBS On-Air: Paul Donovan Daily Audio 'Perceptions versus realities'
10 Jun 2025
Contributed by Lukas
US President Trump has declared trade talks with China “not easy”. There may be a difference bet...
Top of the Morning: CIO Strategy Snapshot - Labor data, Trade update, DC roundup
09 Jun 2025
Contributed by Lukas
Jason rejoins in-studio to weigh in on a variety of factors that have (or have the potential to) mov...
UBS On-Air: Paul Donovan Daily Audio 'Perception of politics'
09 Jun 2025
Contributed by Lukas
Media coverage of events in Los Angeles has been intense. There are economic and financial market co...
Top of the Morning: POTUS 47 - Has the worst of the tariff threat passed?
08 Jun 2025
Contributed by Lukas
Kurt rejoins the conversation in studio to reflect on the latest developments surrounding US trade p...
Top of the Morning: Emerging Markets - As goes the US dollar, so goes EM
08 Jun 2025
Contributed by Lukas
We check back in on the emerging markets by discussing the headwinds facing the US dollar, and what ...
Top of the Morning: The week in review and preview
06 Jun 2025
Contributed by Lukas
We close out the week by reflecting on the latest jobs numbers and what the results indicate about t...
UBS On-Air: Paul Donovan Daily Audio 'Hiring, firing, and imprecise data'
06 Jun 2025
Contributed by Lukas
The US May employment report is due, with the regular reminders that this data has become increasing...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 36)
06 Jun 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard outlines the investment case for global markets to ...
UBS On-Air: Paul Donovan Daily Audio 'Powell's policy problem'
05 Jun 2025
Contributed by Lukas
A total of 52 out of 52 surveyed economists expect a quarter point ECB rate reduction today. How cou...
How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)
04 Jun 2025
Contributed by Lukas
Rich rejoins the conversation with Jason to exchange thoughts around the evolution of US trade polic...
UBS On-Air: Paul Donovan Daily Audio 'Beauty is in the eye of the beholder'
04 Jun 2025
Contributed by Lukas
US President Trump’s mega-donor Musk was strongly critical of the “big, beautiful bill” curren...
Top of the Morning: CIO Strategy Snapshot - Waiting for an inflection
03 Jun 2025
Contributed by Lukas
May was a good month for the markets, though there are many questions that investors are asking as w...
UBS On-Air: Paul Donovan Daily Audio 'Talking in a trade war'
03 Jun 2025
Contributed by Lukas
Reports in Washington suggest US President Trump may talk directly with China’s President Xi later...
UBS On-Air: Paul Donovan Daily Audio 'No Trump retreat yet'
02 Jun 2025
Contributed by Lukas
US President Trump doubled taxes on US consumers of imported steel on Friday, and (so far) has not r...
Top of the Morning: The week in review and preview
30 May 2025
Contributed by Lukas
We close out the trading week by reviewing the latest developments surrounding US trade policy, reca...
UBS On-Air: Paul Donovan Daily Audio 'More uncertainty in an uncertain world'
30 May 2025
Contributed by Lukas
There is yet more uncertainty in the US economy. US President Trump appealed the ruling that their t...
Across the Pond: Trump’s trade rollercoaster
29 May 2025
Contributed by Lukas
There has been no letup in the trade drama, with a US federal court striking down much of President ...
Top of the Morning: Tariffs, the dollar, and diversification
29 May 2025
Contributed by Lukas
A timely review of overnight trade developments, plus a look at positioning recommendations within E...
UBS On-Air: Paul Donovan Daily Audio 'No reset to factory settings'
29 May 2025
Contributed by Lukas
The US trade court ruled that about half of US President Trump’s trade tax increases are illegal. ...
UBS On-Air: Paul Donovan Daily Audio 'Power and its limits'
28 May 2025
Contributed by Lukas
Equity markets seemingly rallied on optimistic comments from US President Trump around trade. So muc...
Across the Pond: Is gold’s remarkable run over?
27 May 2025
Contributed by Lukas
Until recently, gold’s rally seemed unstoppable. In an environment where perceived safe havens we...
UBS On-Air: Paul Donovan Daily Audio 'Uncertainty hits forecasts'
27 May 2025
Contributed by Lukas
The US long weekend was marked by aggressive policies and then a retreat, but that still leaves its ...
UBS On-Air: Paul Donovan Daily Audio 'Three reasons why'
26 May 2025
Contributed by Lukas
US President Trump has retreated from their threat to aggressively tax US consumers of European prod...
UBS On-Air: Paul Donovan Daily Audio 'Better German growth'
23 May 2025
Contributed by Lukas
Administration comments suggest US President Trump is willing to increase taxes on US consumers of E...
UBS On-Air: Paul Donovan Daily Audio 'BBB'
22 May 2025
Contributed by Lukas
US President Trump labelled the budget proposal trying to pass Congress a “Big Beautiful Bill.” ...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 30)
21 May 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard reflects on the latest with respect to trade, tarif...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 30)
21 May 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard reflects on the latest with respect to trade, tarif...
UBS On-Air: Paul Donovan Daily Audio 'Big. Beautiful. Also bankrupt?'
21 May 2025
Contributed by Lukas
US President Trump urged Congress to pass the “big, beautiful” budget. An International Monetary...
Top of the Morning: Muni Market - A sigh of relief
20 May 2025
Contributed by Lukas
The team spotlights the factors behind the recent rally in munis, along with improving technicals, a...
Fireside chat with Bill Ackman and Ryan Israel
20 May 2025
Contributed by Lukas
Mark Axelowitz, Managing Director and UBS Private Wealth Advisor, and Solita Marcelli, Chief Investm...
UBS On-Air: Paul Donovan Daily Audio 'Uncertainty'
20 May 2025
Contributed by Lukas
The key message from yesterday’s pontification of Federal Reserve speakers was “uncertainty”. ...
Top of the Morning: CIO Strategy Snapshot - What comes next?
19 May 2025
Contributed by Lukas
Jason rejoins in-studio to weigh in on the recent rally in US equities, the rise in rates over the p...
UBS On-Air: Paul Donovan Daily Audio 'Olympus has fallen?'
19 May 2025
Contributed by Lukas
A credit rating agency (it does not matter which) downgraded the US from something to something else...
Macro Monthly Podcast with UBS Asset Management
16 May 2025
Contributed by Lukas
Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global ma...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 35)
16 May 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard shares his thoughts on a recent flurry of global de...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 30)
16 May 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard reflects on the latest with respect to trade, tarif...
UBS AI Podcast - CEO Series - Ep. 2 (Lin Qiao, CEO of Fireworks)
15 May 2025
Contributed by Lukas
The UBS AI Podcast explores the fascinating and evolving world of artificial intelligence, how it...
Top of the Morning: Building and refilling the Liquidity strategy
15 May 2025
Contributed by Lukas
Justin and Ainsley drop by the studio to explain the importance of funding a liquidity strategy, alo...
Macro thoughts with Jonathan Pingle, UBS Investment Bank
14 May 2025
Contributed by Lukas
Jonathan Pingle, Chief US Economist with UBS Investment Bank, joins the podcast to share his thought...
UBS On-Air: Paul Donovan Daily Audio 'Data’s phony trade war'
14 May 2025
Contributed by Lukas
US consumer price inflation did not show many trade tax consequences. The slowing of tourism-related...
UBS On-Air: Paul Donovan Daily Audio 'Blink twice'
13 May 2025
Contributed by Lukas
Investors are inclined to view US President Trump’s early retreat from trade taxes on imports from...
Washington Weekly Podcast: Middle East trip, China trade, Tax legislation
12 May 2025
Contributed by Lukas
Shane drops by on a Monday to preview a busy week ahead, accounting for President Trump’s highly a...
Fixed Income Conversation Corner with Jeffrey Sherman (DoubleLine) and Leslie Falconio (UBS CIO)
12 May 2025
Contributed by Lukas
Our conversation outlines the current landscape for fixed income investors and where to locate oppor...
UBS On-Air: Paul Donovan Daily Audio '“Substantial progress”'
12 May 2025
Contributed by Lukas
Sino-US talks over the weekend were described by US Treasury Secretary Bessent as making “substant...
Artificial Intelligence 101: Past, present & future impacts with Zhang Zhang (Polen Capital)
09 May 2025
Contributed by Lukas
Zhang Zhang is the Head of AI and Risk Analytics at Polen Capital. Listen to a wide-ranging convers...
UBS On-Air: Paul Donovan Daily Audio 'Of mountains and molehills'
09 May 2025
Contributed by Lukas
Yesterday’s Anglo-US trade framework was preceded by substantial media spin but ultimately reveale...