Top of the Morning: POTUS 47 - The next 100 days
08 May 2025
Contributed by Lukas
The first 100 days marker of President Trump’s second term has been reached - Kurt Reiman, Head of...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 34)
08 May 2025
Contributed by Lukas
Having just returned from an enlightening and productive trip to Riyadh, Saudi Arabia, Burkhard shar...
UBS On-Air: Paul Donovan Daily Audio 'How far, how fast is the retreat?'
08 May 2025
Contributed by Lukas
Federal Reserve Chair Powell pointed out that uncertainty had risen, and that inflation and unemploy...
Top of the Morning: CEO Macro Briefing Book - Q2 update
07 May 2025
Contributed by Lukas
Paul stops by the studio for a Q2 update on the CEO Macro Briefing Book series - we discuss how unce...
UBS On-Air: Paul Donovan Daily Audio 'Not blinking. Possibly winking'
07 May 2025
Contributed by Lukas
India conducted military strikes against Pakistan, and Pakistan’s defense minister has pledged ret...
Top of the Morning: Emerging Market equities - Impacts of US trade policy
06 May 2025
Contributed by Lukas
As US trade policy continues to evolve and uncertainty remains in the markets, Xingchen drops by the...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 36)
06 May 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 'It’s a Barbie world'
06 May 2025
Contributed by Lukas
The manufacturer of Barbie dolls has warned that higher prices are coming to US consumers, as a dire...
Top of the Morning: CIO Strategy Snapshot - What if?
05 May 2025
Contributed by Lukas
Jason joins the podcast this week from Zurich as we discuss the drivers behind the recent upside mom...
UBS On-Air: Paul Donovan Daily Audio 'Doing nothing in an uncertain world'
05 May 2025
Contributed by Lukas
Investors await the Federal Reserve’s Wednesday policy decision. There is little expectation of a ...
Washington Weekly Podcast: First 100 days, Reconciliation bill, Russia-Ukraine
02 May 2025
Contributed by Lukas
Shane reflects on the first 100 days of the Trump administration, along with updates on where effort...
Top of the Morning: April Jobs Report, Q1 GDP, & the week ahead
02 May 2025
Contributed by Lukas
We close out a busy macro week with thoughts from Brian on the latest US employment and GDP data. P...
UBS On-Air: Paul Donovan Daily Audio '“Temu tax” time'
02 May 2025
Contributed by Lukas
The US “Temu tax” takes effect at midnight, whereby US consumers pay their government for the pr...
Top of the Morning: Emerging Markets - Digesting regime change
01 May 2025
Contributed by Lukas
Having just attended the IMF-World Bank meetings in Washington DC, Alejo rejoins the conversation fo...
UBS On-Air: Paul Donovan Daily Audio 'President Trump’s economy'
01 May 2025
Contributed by Lukas
The only certainty economists have about yesterday’s first-quarter GDP data is that it is wrong. D...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 33)
30 Apr 2025
Contributed by Lukas
As the Trump administration marks 100 days in office, Burkhard reflects on how global markets have p...
UBS On-Air: Paul Donovan Daily Audio 'Did Amazon increase inflation risks?'
30 Apr 2025
Contributed by Lukas
Online retailer Amazon denied reports it would publish the tariff impact on the price of each item s...
Top of the Morning: Annuity income as part of your retirement strategy
29 Apr 2025
Contributed by Lukas
Justin and Ainsely outline the considerations for adding annuity income as part of one’s retiremen...
UBS On-Air: Paul Donovan Daily Audio '100 days of uncertainty'
29 Apr 2025
Contributed by Lukas
US President Trump is to mark their 100th day in office with a partial retreat on auto-part trade ta...
Top of the Morning: CIO Strategy Snapshot - An exceptional debate
28 Apr 2025
Contributed by Lukas
Coming off of one of the best weeks for US equities in 2025, Jason considers whether investors are g...
UBS On-Air: Paul Donovan Daily Audio 'When does reality bite?'
28 Apr 2025
Contributed by Lukas
Last Friday’s US data showed a notable improvement in late April consumer sentiment, but only for ...
House Call: Talking Equity Markets with UBS Asset Management
27 Apr 2025
Contributed by Lukas
Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Eq...
Around the Horn: Fixed Income Roundtable with UBS Asset Management
26 Apr 2025
Contributed by Lukas
Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixe...
UBS On-Air: Paul Donovan Daily Audio 'Uncertainty about talking'
25 Apr 2025
Contributed by Lukas
China said it was not negotiating with the US over trade. US President Trump avowed that the US was ...
UBS On-Air: Paul Donovan Daily Audio 'Make America Uncertain Again'
24 Apr 2025
Contributed by Lukas
The Federal Reserve’s Beige Book has biases. The businesses that provide anecdotal evidence will h...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 32)
23 Apr 2025
Contributed by Lukas
How much longer will uncertainty last, and where might it all settle? Burkhard weighs in as investo...
CIO Fixed Income Roundtable Series: 2Q25 performance update
23 Apr 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 'The art of the retreat'
23 Apr 2025
Contributed by Lukas
With investor concerns growing, US President Trump demonstrated the art of the retreat. They stated ...
Top of the Morning: Muni Market - Dislocation brings opportunities
22 Apr 2025
Contributed by Lukas
Despite near-term headwinds and elevated volatility, the market dislocation brings opportunities for...
UBS On-Air: Paul Donovan Daily Audio 'Real slowdown risks'
22 Apr 2025
Contributed by Lukas
US President Trump again called for lower US interest rates. Markets interpreted this as undermining...
Top of the Morning: CIO Strategy Snapshot - No news is news
21 Apr 2025
Contributed by Lukas
Following a relatively calm holiday shortened trading week with little to no developments on the tar...
UBS On-Air: Paul Donovan Daily Audio 'In Fed we trust?'
21 Apr 2025
Contributed by Lukas
US National Economic Council Director Hassett said US President Trump was investigating whether they...
Across the Pond: What comes next for global trade?
17 Apr 2025
Contributed by Lukas
In the short period following early April’s “Liberation Day” announcement of tariffs by the Wh...
UBS On-Air: Paul Donovan Daily Audio 'Self-inflicted slowdowns and the Fed'
17 Apr 2025
Contributed by Lukas
Federal Reserve Chair Powell noted US President Trump’s trade taxes would raise inflation and lowe...
The State of Financial Stability with Steven Kelly (Yale) & Leslie Falconio (UBS CIO)
16 Apr 2025
Contributed by Lukas
Hear a discussion on the stability of the US financial system, featuring Steven Kelly, Associate Dir...
UBS AI Podcast - CEO Series - Ep. 1 (Arvind Jain, CEO of Glean)
16 Apr 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 'Inflating trade’s importance'
16 Apr 2025
Contributed by Lukas
China halted the import of Boeing planes; US President Trump asked China to call him, and then impos...
Fixed Income Conversation Corner with Ed Al-Hussainy (Columbia Threadneedle) and Leslie Falconio (UBS CIO)
15 Apr 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 'Let’s try some more!'
15 Apr 2025
Contributed by Lukas
US President Trump appears “very happy” with the economic consequences of trade taxes to date, a...
Top of the Morning: CIO Strategy Snapshot - What Exactly is Trumponomics?
14 Apr 2025
Contributed by Lukas
As investor uncertainty persists over the direction of US trade policy, Jason applies some definitio...
UBS On-Air: Paul Donovan Daily Audio 'Policy competence questions'
14 Apr 2025
Contributed by Lukas
US President Trump retreated from more trade taxes on Friday, exempting iPhones and some other elect...
UBS On-Air: Paul Donovan Daily Audio 'Not entirely usual'
11 Apr 2025
Contributed by Lukas
US President Trump’s administration clarified the 125% tax on imports from China was 145%. This in...
Top of the Morning: Why we're not worried - and you shouldn't be either
10 Apr 2025
Contributed by Lukas
It’s natural to feel anxious during market drawdowns, which is why having a plan to weather market...
Washington Weekly Podcast: Tariff developments, Budget resolution & more
10 Apr 2025
Contributed by Lukas
As US trade policy continues to evolve quickly, Shane drops by to update us on the latest, and what ...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 31)
10 Apr 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard weighs in on the recent tariff-related volatility i...
UBS On-Air: Paul Donovan Daily Audio 'Retreat, repeat, retreat, repeat'
10 Apr 2025
Contributed by Lukas
US President Trump’s retreat from trade taxes took less than 24 hours. However, taxes on imports f...
Top of the Morning: Emerging Markets - Monumental change
09 Apr 2025
Contributed by Lukas
We examine how regions, such as emerging Asia and Latin America, are feeling the impacts US tariff p...
UBS On-Air: Paul Donovan Daily Audio 'Tea parties become more expensive'
09 Apr 2025
Contributed by Lukas
US President Trump implemented an extraordinary tax increase on US consumers overnight. If the 104% ...
Top of the Morning: What role can private assets play in a portfolio?
08 Apr 2025
Contributed by Lukas
A roundtable discussion around the kind of that role can private assets play in a longer-term invest...
UBS On-Air: Paul Donovan Daily Audio 'Fake news'
08 Apr 2025
Contributed by Lukas
Financial markets swung wildly yesterday on apparently false reports of a 90-day halt to US trade ta...
Top of the Morning: CIO Strategy Snapshot - Navigating the uncertainty
07 Apr 2025
Contributed by Lukas
As market volatility persists following a historical week for the global economy and financial marke...
Top of the Morning: How are Asian economies impacted by tariffs?
07 Apr 2025
Contributed by Lukas
Following last week’s tariff announcements from the White House, we discuss the overall impact of ...
UBS On-Air: Paul Donovan Daily Audio 'Competence matters'
07 Apr 2025
Contributed by Lukas
Asian equity markets crashed, with Hong Kong markets down over 10%. Over the weekend, US administrat...
Top of the Morning: March jobs report, US trade policy, & the week ahead
04 Apr 2025
Contributed by Lukas
As we close out a volatile week in the markets, Brian shares his thoughts on the March employment re...
UBS On-Air: Paul Donovan Daily Audio '….not well'
04 Apr 2025
Contributed by Lukas
Financial markets expected a significant tax increase from US President Trump. Yesterday’s reactio...
Washington Weekly Podcast: The latest on tariffs, Special election takeaways
03 Apr 2025
Contributed by Lukas
In the wake of the latest tariff news out of the White House, Shane reflects on the impacts to US tr...
Top of the Morning: ‘POTUS 47 Series: Latest on tariffs, the economic and market impact’
03 Apr 2025
Contributed by Lukas
An inventory of Wednesday’s tariff announcement by the Trump administration, along with an assessm...
UBS On-Air: Paul Donovan Daily Audio 'Well….'
03 Apr 2025
Contributed by Lukas
US President Trump unveiled a massive tax increase for US companies and consumers. Tariffs were set ...
UBS On-Air: Paul Donovan Daily Audio 'Economists’ ignorance is the problem'
02 Apr 2025
Contributed by Lukas
Economists know what they don’t know. US President Trump is expected to announce the largest peace...
UBS On-Air: Paul Donovan Daily Audio 'United fronts'
01 Apr 2025
Contributed by Lukas
A social media post from a semi-official China account suggested that China, Japan, and South Korea ...
Top of the Morning: CIO Strategy Snapshot - From uncertainty to Risk
31 Mar 2025
Contributed by Lukas
Jason previews what will be a busy few days ahead for the markets, including an impending announceme...
UBS On-Air: Paul Donovan Daily Audio 'End the Fed'
31 Mar 2025
Contributed by Lukas
Overnight US President Trump’s influential donor Musk reiterated a desire to “end the Fed.” Ab...
Market outlook: Is the glass still half full? with Henry McVey (KKR) & Solita Marcelli (UBS CIO)
29 Mar 2025
Contributed by Lukas
Hear from Henry McVey, Head of Global Macro, Balance Sheet & Risk and CIO of KKR’s Balance She...
Washington Weekly Podcast: Latest on tariffs, Signal, Geopolitics roundup
28 Mar 2025
Contributed by Lukas
Shane recaps this week’s developments surrounding auto tariffs and previews potential additional t...
UBS On-Air: Paul Donovan Daily Audio 'State controlled prices'
28 Mar 2025
Contributed by Lukas
In 1971, US President Nixon imposed a trade tax on imports into the US, and froze US wages and price...
Across the Pond: Trump’s tariff Tsunami?
27 Mar 2025
Contributed by Lukas
President Trump is gearing up to impose a new slew of tariffs on trade partners on April 2, a day he...
UBS On-Air: Paul Donovan Daily Audio 'Tax facts'
27 Mar 2025
Contributed by Lukas
US President Trump announced an aggressive tax increase for US consumers, with a 25% tariff on impor...
How should I be positioned? with Joe Davis (Vanguard) and Jason Draho (UBS CIO)
26 Mar 2025
Contributed by Lukas
Joe and Jason exchange views and thoughts on a wide range of topics, including the health of the US ...
UBS On-Air: Paul Donovan Daily Audio 'Who believes the numbers?'
26 Mar 2025
Contributed by Lukas
UK February consumer price data was slightly below expectations—before the weirdness of the UK gov...
Talking Markets Podcast with Brian Levitt of Invesco
25 Mar 2025
Contributed by Lukas
Brian Levitt serves as a Global Market Strategist at Invesco. Brian shares his take on a wide range...
UBS On-Air: Paul Donovan Daily Audio 'Insecurity'
25 Mar 2025
Contributed by Lukas
Reports that the US vice president and cabinet members discussed war plans on a public chat channel ...
Top of the Morning: CIO Strategy Snapshot - Is the correction over?
24 Mar 2025
Contributed by Lukas
As markets showed signs of stabilizing last week, investors weigh whether the correction is behind u...
UBS On-Air: Paul Donovan Daily Audio 'Fiscal inefficiency'
24 Mar 2025
Contributed by Lukas
Media reports suggest that the rather haphazard attempts to restructure the US government could cost...
Macro Monthly Podcast with UBS Asset Management
23 Mar 2025
Contributed by Lukas
Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global ma...
House Call: Talking Equity Markets with UBS Asset Management
23 Mar 2025
Contributed by Lukas
Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Eq...
UBS On-Air: Paul Donovan Daily Audio 'Tariffs start to show up'
21 Mar 2025
Contributed by Lukas
South Korean export data for early March recovered from lunar new year distortions. Export strength ...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 29)
20 Mar 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard reflects on this week’s flurry of central bank ac...
Top of the Morning: Muni Markets - Volatility rises amid policy seesaw
20 Mar 2025
Contributed by Lukas
We check-in on recent performance of the municipal bond market against a backdrop of policy uncertai...
UBS On-Air: Paul Donovan Daily Audio 'Sort of stagflation?'
20 Mar 2025
Contributed by Lukas
The Federal Reserve left rates unchanged, as expected. Forecasts cut economic growth projections for...
Top of the Morning: Five actions to help manage uncertainty
19 Mar 2025
Contributed by Lukas
As volatility persists across global markets, investors have become increasingly concerned about the...
Around the Horn: Fixed Income Roundtable with UBS Asset Management
19 Mar 2025
Contributed by Lukas
Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixe...
UBS On-Air: Paul Donovan Daily Audio 'US rates – who decides?'
19 Mar 2025
Contributed by Lukas
Yesterday, US President Trump sought to fire the two Democrat commissioners on the Federal Trade Com...
Fixed Income Conversation Corner with Clayton Triick (Angel Oak) and Leslie Falconio (UBS CIO)
18 Mar 2025
Contributed by Lukas
Our conversation focuses on the landscape for residential mortgage-backed securities (RMBS), includi...
Talking Markets Podcast with Dan Suzuki of Richard Bernstein Advisors
18 Mar 2025
Contributed by Lukas
Dan Suzuki serves as the Deputy Chief Investment Officer of Richard Bernstein Advisors (RBA). Dan s...
UBS On-Air: Paul Donovan Daily Audio 'Changing the growth narrative'
18 Mar 2025
Contributed by Lukas
The OECD revised down estimates of US growth for this year and next. The OECD does not have any spec...
Top of the Morning: CIO Strategy Snapshot - Decision trees
17 Mar 2025
Contributed by Lukas
As investors continue to weigh whether to buy the dips or sell the rallies, Jason suggests how asses...
UBS On-Air: Paul Donovan Daily Audio 'A tale of two consumers'
17 Mar 2025
Contributed by Lukas
China’s long-awaited plan to boost domestic consumption is here (as yet without much detail). Unli...
Top of the Morning: The week in review and preview
14 Mar 2025
Contributed by Lukas
We close out a turbulent week in the markets by recapping the factors that drove the selloff, along ...
UBS On-Air: Paul Donovan Daily Audio 'The rising price of drowning sorrows'
14 Mar 2025
Contributed by Lukas
The recurring risk of a US government shutdown has receded, with some Democrat senators looking to a...
Washington Weekly Podcast: Latest on Gov’t funding, Tariffs, Ukraine, CHIPS Act
13 Mar 2025
Contributed by Lukas
With the government funding deadline just hours away, Shane outlines what the proposed continuing re...
Top of the Morning: Gender-lens investment - The state of women in 2025
13 Mar 2025
Contributed by Lukas
March is Women’s History Month - Carey Shuffman and Amantia Muhedini join the podcast to spotlight...
UBS On-Air: Paul Donovan Daily Audio 'Cutting confidence more than spending'
13 Mar 2025
Contributed by Lukas
ECB President Lagarde almost sounded like an economist yesterday, noting inflation pressures could g...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 28)
12 Mar 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard reflects on the absence of an anticipated “Trump-...
Top of the Morning: Navigating trade turbulence - China's perspective
12 Mar 2025
Contributed by Lukas
We examine how China has been responding to challenges on the trade-front, along with highlight how ...
UBS On-Air: Paul Donovan Daily Audio 'Powell is not a chicken farmer'
12 Mar 2025
Contributed by Lukas
US President Trump imposed and retreated from aggressive taxes on US users of Canadian steel and alu...
CIO House View Monthly Livestream - March
11 Mar 2025
Contributed by Lukas
Join CIO for a discussion on tariff uncertainty, inflation, and the implications of the artificial i...
AI growth opportunity & six ways to invest in Europe
11 Mar 2025
Contributed by Lukas
As potential risks around macro-and tariff-related uncertainties emerge in 2025, how should investor...
UBS On-Air: Paul Donovan Daily Audio 'When economics takes over'
11 Mar 2025
Contributed by Lukas
Equity markets are not just about economics (equity analysts do not always listen to economists). Ho...
Top of the Morning: CIO Strategy Snapshot - The most important statistic
10 Mar 2025
Contributed by Lukas
As US growth concerns persist, Jason explores how at risk the economy is of slowing (and the possibi...
UBS On-Air: Paul Donovan Daily Audio 'Deflation and inflation'
10 Mar 2025
Contributed by Lukas
China’s consumer prices moved into deflation in February. Some of this is due to the timing of the...