Top of the Morning: Feb Jobs Report, Tariffs, Inflation data & more
07 Mar 2025
Contributed by Lukas
We close out the trading week by assessing the latest round of jobs data, and what the numbers indic...
UBS On-Air: Paul Donovan Daily Audio 'Tax and retreat'
07 Mar 2025
Contributed by Lukas
Having imposed aggressive taxes on US consumers at the start of the week, US President Trump partial...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 27)
06 Mar 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard reflects on the big rotation unfolding across globa...
Across the Pond: Is Germany’s chancellor-in-waiting Merz the comeback kid?
06 Mar 2025
Contributed by Lukas
Germany’s chancellor-in-waiting, Friedrich Merz, has promised “independence” from the US, havi...
UBS On-Air: Paul Donovan Daily Audio 'Taxes, spending, and rate cuts'
06 Mar 2025
Contributed by Lukas
US President Trump sounded a partial retreat from the latest trade taxes, granting US car companies ...
CIO Global Livestream: Navigating political uncertainties - Risks and opportunities
05 Mar 2025
Contributed by Lukas
To help you navigate an evolving landscape, Global Chief Investment Officer Mark Haefele and colleag...
UBS On-Air: Paul Donovan Daily Audio 'A disturbance in the force'
05 Mar 2025
Contributed by Lukas
US President Trump’s address to Congress echoed speeches at campaign rallies. Markets have limited...
Washington Weekly Podcast: Trade policy, Ukraine, Government funding
04 Mar 2025
Contributed by Lukas
We cover a wide range of timely topics, including tariffs and US trade policy, efforts for a Russia-...
CIO Fixed Income Roundtable Series: 1Q25 performance update
04 Mar 2025
Contributed by Lukas
Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 39)
04 Mar 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 'Tax attacks'
04 Mar 2025
Contributed by Lukas
US President Trump lashed out in several directions yesterday, suspending military aid to Ukraine an...
Top of the Morning: CIO Strategy Snapshot - What we know
03 Mar 2025
Contributed by Lukas
While there is a lot of noise for investors to sift through, there are some things we know with rela...
UBS On-Air: Paul Donovan Daily Audio 'Taxes and data tampering'
03 Mar 2025
Contributed by Lukas
The idea of a coalition of the willing pushing for a one-month ceasefire in the Russia-Ukraine war i...
Fixed Income Conversation Corner with Alex Obaza (T.Rowe Price) and Leslie Falconio (UBS CIO)
02 Mar 2025
Contributed by Lukas
Our conversation outlines the current landscape for fixed income investors and where to locate oppor...
Around the Horn: Fixed Income Roundtable with UBS Asset Management
28 Feb 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 'Markets start to fret'
28 Feb 2025
Contributed by Lukas
Equity markets reacted to social media posts from US President Trump. Trump is often more coherent o...
UBS On-Air: Paul Donovan Daily Audio 'US President Trump’s confusion'
27 Feb 2025
Contributed by Lukas
US President Trump confused investors by appearing to delay taxing US consumers of Mexican and Canad...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 26)
26 Feb 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard explains how and why market activity (and performan...
Top of the Morning: Strategies to improve your after-tax wealth potential
26 Feb 2025
Contributed by Lukas
Many investors want to know the possibility of changes to federal income tax policies, and what the ...
UBS On-Air: Paul Donovan Daily Audio 'Panem or Panglossian?'
26 Feb 2025
Contributed by Lukas
US equity markets were a little disturbed by a sharp decline in a consumer confidence survey—but t...
UBS On-Air: Paul Donovan Daily Audio 'Is an avocado tax credible?'
25 Feb 2025
Contributed by Lukas
US President Trump repeated their intention to aggressively tax US consumers of goods from Canada an...
Top of the Morning: CIO Strategy Snapshot - Policy put or policy error
24 Feb 2025
Contributed by Lukas
Jason weighs whether the main macroeconomic debate in 2025 relevant for the markets may be whether a...
UBS On-Air: Paul Donovan Daily Audio 'Breaking with the past'
24 Feb 2025
Contributed by Lukas
As with many other elections in the past 12 months, the Germans voted against their incumbent govern...
Washington Weekly Podcast: Capitol Hill & Geopolitics roundup
21 Feb 2025
Contributed by Lukas
Against the backdrop of a potential shutdown of the US government next month, Shane updates us on a ...
Sustainable Investing Perspectives with Dan Roarty (AllianceBernstein) & Amantia Muhedini (UBS CIO)
21 Feb 2025
Contributed by Lukas
We discuss the European Union Omnibus regulations, along with Trump administration executive orders ...
UBS On-Air: Paul Donovan Daily Audio 'The risk of fantastic savings'
21 Feb 2025
Contributed by Lukas
US Treasury Secretary Bessent signaled that former US Treasury Secretary Yellen’s debt issuance pl...
Top of the Morning: CEO Macro Briefing Book - Insights for Dealmakers
20 Feb 2025
Contributed by Lukas
Paul rejoins us in-studio to answer some of the most commonly asked questions our business-owner cli...
UBS On-Air: Paul Donovan Daily Audio 'Nervousness about policy'
20 Feb 2025
Contributed by Lukas
The minutes of the January Federal Reserve meeting gave a cautious policy outlook. Nervousness about...
UBS On-Air: Paul Donovan Daily Audio 'More taxes ahead'
19 Feb 2025
Contributed by Lukas
US President Trump threatened more taxes on US consumers, focused on autos, pharmaceuticals, and sem...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 25)
19 Feb 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard reflects on his recent travels to Africa and attend...
Across the Pond: Why Switzerland is more than just a safe haven
19 Feb 2025
Contributed by Lukas
The Swiss franc has long been a safe haven during uncertain times - second only to the US dollar for...
Top of the Morning: CIO Strategy Snapshot - Digesting the data and policy
18 Feb 2025
Contributed by Lukas
Jason drops by the 1285 studio to share his assessment of recent economic data, including on inflati...
UBS On-Air: Paul Donovan Daily Audio 'Hiring and firing'
18 Feb 2025
Contributed by Lukas
UK labor market data was stronger than forecast, with some positive revisions to previous month’s ...
Top of the Morning: Muni markets - Policy matters
17 Feb 2025
Contributed by Lukas
An assessment of federal policy proposals and potential implications to the muni market, along with ...
CIO House View Monthly Livestream - February
17 Feb 2025
Contributed by Lukas
Join the Chief Investment Office for a discussion on the executive order Trump signed over the weeke...
Jump Start - US economic momentum, rate cuts & gold
17 Feb 2025
Contributed by Lukas
Will new tariff policies derail economic momentum in the US? Does gold have further room to rally in...
UBS On-Air: Paul Donovan Daily Audio 'Keeping trade in the spotlight'
17 Feb 2025
Contributed by Lukas
Selected European countries are meeting in Paris to discuss the Russia-Ukraine war. This is not like...
UBS On-Air: Paul Donovan Daily Audio 'Protectionist, or pushover?'
14 Feb 2025
Contributed by Lukas
Yesterday was US President Trump’s very big announcement on reciprocal tariffs, which turned out t...
UBS On-Air: Paul Donovan Daily Audio 'The damage of data dependency'
13 Feb 2025
Contributed by Lukas
Yesterday’s US consumer price data provoked some unease in bond markets. This is mainly the fault ...
UBS On-Air: Paul Donovan Daily Audio 'The wider politics of price rises'
12 Feb 2025
Contributed by Lukas
US January consumer price inflation will be largely unaffected by US President Trump’s trade taxes...
UBS On-Air: Paul Donovan Daily Audio 'Time to plead for exceptions?'
11 Feb 2025
Contributed by Lukas
US President Trump stated there will be no exceptions to aggressively taxing US buyers of foreign me...
Top of the Morning: CIO Strategy Snapshot - Latest on tariffs & the economy
10 Feb 2025
Contributed by Lukas
We begin the week by assessing the latest developments surrounding tariffs, recapping the January jo...
UBS On-Air: Paul Donovan Daily Audio 'What tariff retreats teach us'
10 Feb 2025
Contributed by Lukas
US President Trump (temporarily) retreated from ending de minimis tariff exemptions. De minimis rule...
Jump Start - Chinese tariffs on the US set to take effect, Fed speak & US AI security policy
10 Feb 2025
Contributed by Lukas
In this episode, CIO's Jon Gordon provides an update on Chinese tariffs on the US coming into ef...
Top of the Morning: January Jobs report, week ahead
07 Feb 2025
Contributed by Lukas
Brian shares his thoughts on the current health of the US labor market following today’s release o...
UBS On-Air: Paul Donovan Daily Audio 'Revising history'
07 Feb 2025
Contributed by Lukas
Today witnesses the extreme hype of US employment data. Today’s data also has annual benchmark rev...
Talking Markets Podcast with Kristina Hooper (Invesco)
06 Feb 2025
Contributed by Lukas
Kristina Hooper is the Chief Global Market Strategist at Invesco. We cover a wide range of topics, ...
UBS On-Air: Paul Donovan Daily Audio 'Right person, right job, right time'
06 Feb 2025
Contributed by Lukas
New US Attorney General Bondi issued a flurry of memos, allegedly including a request to investigate...
Top of the Morning: Emerging market equities - Trade uncertainty and DeepSeek
05 Feb 2025
Contributed by Lukas
As headline developments surrounding trade uncertainty and DeepSeek persist, Xingchen drops by to di...
UBS On-Air: Paul Donovan Daily Audio 'Trivialities and perceptions'
05 Feb 2025
Contributed by Lukas
The US postal service has stopped receiving parcels from mainland China and Hong Kong after US Presi...
UBS On-Air: Paul Donovan Daily Audio 'Retreat repeat'
04 Feb 2025
Contributed by Lukas
US President Trump again retreated from imposing aggressive taxes on US consumers. Although taxes on...
Top of the Morning: CIO Strategy Snapshot - Keeping it straight
03 Feb 2025
Contributed by Lukas
Investors are weighing the announcement of new tariffs from the Trump administration, and the risks ...
UBS On-Air: Paul Donovan Daily Audio 'The Phantom Menace?'
03 Feb 2025
Contributed by Lukas
Economists are geeks. Star Wars parallels are tempting: US President Trump as the Trade Federation l...
Top of the Morning: Q4 earnings update, US equity positioning
31 Jan 2025
Contributed by Lukas
As the Q4 corporate reporting season continues, Matt updates us on how the results have been coming ...
UBS On-Air: Paul Donovan Daily Audio 'Time for more taxes'
31 Jan 2025
Contributed by Lukas
US President Trump reiterated their intention to aggressively tax US consumers of products from Cana...
Top of the Morning: CEO Macro Briefing Book - 1Q25 update
30 Jan 2025
Contributed by Lukas
Businesses have greeted the post-election environment with optimism, yet uncertainty remains as ques...
Across the Pond: Trump’s next truce?
30 Jan 2025
Contributed by Lukas
The returning US president has already helped broker a ceasefire between Israel and Hamas. He is now...
UBS On-Air: Paul Donovan Daily Audio 'Policy and policy uncertainty'
30 Jan 2025
Contributed by Lukas
The Federal Reserve did nothing on rates, which seemingly displeased US President Trump. Uncertainty...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 24)
29 Jan 2025
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard reflects on the developments surrounding DeepSeek a...
CIO Global Livestream: From tariffs to AI: how to navigate market volatility
29 Jan 2025
Contributed by Lukas
Host, Kiran Ganesh, and colleagues present updated tariff scenarios, explore the implications of rec...
UBS On-Air: Paul Donovan Daily Audio 'Rates and spending'
29 Jan 2025
Contributed by Lukas
The Federal Reserve decides on rates—the market consensus is for unchanged rates today. US Preside...
Fixed Income Conversation Corner with Gene Tannuzzo (Columbia Threadneedle) & Leslie Falconio (UBS CIO)
28 Jan 2025
Contributed by Lukas
A wide-ranging fixed income discussion on yields, along with where pockets of vulnerability and oppo...
Washington Weekly Podcast: Tarriff timetable, Cabinet hearings, Week one recap
28 Jan 2025
Contributed by Lukas
Following what has been a busy first week in office for President Trump, Shane recaps some of the no...
UBS On-Air: Paul Donovan Daily Audio 'Efficiency versus GDP'
28 Jan 2025
Contributed by Lukas
Investors’ sudden discovery of China’s DeepSeek arguably reminds markets of the Fukushima Effect...
Top of the Morning: CIO Strategy Snapshot - Better Than Expected, Eh?
27 Jan 2025
Contributed by Lukas
Despite markets reacting favorably to week one of Trump 2.0, Jason explains why expectations should ...
UBS On-Air: Paul Donovan Daily Audio 'Reassuring signals?'
27 Jan 2025
Contributed by Lukas
China’s industrial profits grew in December, with profit margins seemingly more or less stable. Th...
Top of the Morning: Munis - Implications of California wildfires
24 Jan 2025
Contributed by Lukas
We provide a performance update and outlook for the municipal bond market, along with share views on...
UBS On-Air: Paul Donovan Daily Audio 'Setting rates'
24 Jan 2025
Contributed by Lukas
The Bank of Japan raised interest rates a quarter point, as had been signaled in the media in advanc...
Top of the Morning: Roaring 20s - Roaring at the Midpoint
23 Jan 2025
Contributed by Lukas
Jason and Paul rejoin in-studio to share their revised assessment as to whether the US economy is st...
UBS On-Air: Paul Donovan Daily Audio 'Tariffs may not “solve” everything'
23 Jan 2025
Contributed by Lukas
Japan’s December trade data had weaker imports and stronger exports than had been expected. Export...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 23)
22 Jan 2025
Contributed by Lukas
On the first episode of Viewpoints for 2025, Burkhard shares some boots-on-the-ground perspective fr...
Top of the Morning: Sustainable Investing - 10 expectations for 2025 and beyond
22 Jan 2025
Contributed by Lukas
Amantia rejoins the conversation in-studio to share some thoughts around the implications of recentl...
House Call: Talking Equity Markets with UBS Asset Management
22 Jan 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 'Threats and freezes'
22 Jan 2025
Contributed by Lukas
UK government borrowing rose in December. Higher interest payments on inflation-linked debt were a s...
Top of the Morning: CIO Strategy Snapshot - Fit check
21 Jan 2025
Contributed by Lukas
As President Trump’s second term is now underway, Jason performs a “fit check” assessment of t...
Across the Pond: Getting back into the fast lane
21 Jan 2025
Contributed by Lukas
Amid the woes, where are the opportunities in Europe’s car industry? President-elect Trump has th...
UBS On-Air: Paul Donovan Daily Audio 'Scripted versus unscripted'
21 Jan 2025
Contributed by Lukas
South Korea’s trade data for the first 20 days of January showed a decline in exports—there were...
Jump Start - Trump's inauguration, earnings season & the BoJ update
20 Jan 2025
Contributed by Lukas
Will Trump's policy changes lead to near-term market volatility? Can earnings season stay solid ...
Around the Horn: Fixed Income Roundtable with UBS Asset Management
20 Jan 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 'Competitiveness considerations'
20 Jan 2025
Contributed by Lukas
German December producer price inflation is due. This is not normally a major market concern, but a...
UBS On-Air: Paul Donovan Daily Audio 'Trade taxes and the US Treasury'
17 Jan 2025
Contributed by Lukas
US Treasury Secretary-nominee Bessent is a more orthodox cabinet nominee. Yesterday’s confirmation...
Fixed Income Conversation Corner with Ken Shinoda (DoubleLine) & Leslie Falconio (UBS CIO)
16 Jan 2025
Contributed by Lukas
Our first conversation of the year begins with thoughts around the recent rise in yields, along with...
UBS On-Air: Paul Donovan Daily Audio 'Benign inflation; now, what about growth?'
16 Jan 2025
Contributed by Lukas
Yesterday’s US consumer price inflation data was benign. Consumer durable goods prices fell for a ...
How should I be positioned? with Rick Rieder (BlackRock) and Jason Draho (UBS CIO)
15 Jan 2025
Contributed by Lukas
Rick rejoins Jason to begin a new year as the two discuss and share their views on the US macroecono...
UBS On-Air: Paul Donovan Daily Audio 'Shell shocked'
15 Jan 2025
Contributed by Lukas
US December consumer price inflation should show modest headline gains. It is worth distinguishing i...
Top of the Morning: Fixed Income Strategist - A bumpy ride into 2025
14 Jan 2025
Contributed by Lukas
Leslie rejoins the podcast to share CIO’s outlook for fixed income in 2025, including thoughts aro...
UBS On-Air: Paul Donovan Daily Audio 'Trade taxes and boiling frogs'
14 Jan 2025
Contributed by Lukas
Markets have reacted to media reports suggesting that the next US administration will impose trade t...
Top of the Morning: CIO Strategy Snapshot - The trend is your friend
13 Jan 2025
Contributed by Lukas
What does a combination of good economic data and higher rates mean for the markets? Following a st...
UBS On-Air: Paul Donovan Daily Audio 'Buy before prices rise'
13 Jan 2025
Contributed by Lukas
China’s December trade data showed even more strength in exports than had been anticipated. This i...
Top of the Morning: Dec Jobs Report, FOMC, and the week ahead
10 Jan 2025
Contributed by Lukas
We close out the first trading week of 2025 by reflecting on the December employment report, along w...
UBS On-Air: Paul Donovan Daily Audio 'Dullness, and bias'
10 Jan 2025
Contributed by Lukas
US employment report Friday brings the regular reminder that average earnings are not wages (changin...
Top of the Morning: 2025 Retirement Guide
09 Jan 2025
Contributed by Lukas
With a new year underway, Ainsley and Justin rejoin the conversation to explain what retirees, along...
UBS On-Air: Paul Donovan Daily Audio 'Ninety one days'
09 Jan 2025
Contributed by Lukas
The Federal Reserve meeting minutes reflect the rather chaotic swings of view that occur under Fed C...
UBS On-Air: Paul Donovan Daily Audio 'US rates paths'
08 Jan 2025
Contributed by Lukas
The minutes of the last Federal Reserve meeting are due. Investors’ concerns are less about the cu...
Washington Weekly Podcast: First 100 days, Legislative agenda, President Carter
07 Jan 2025
Contributed by Lukas
We kick-off 2025 by previewing President-elect Trump’s first 100 days in office, along with the le...
UBS On-Air: Paul Donovan Daily Audio 'Guardrails'
07 Jan 2025
Contributed by Lukas
The resignation of Federal Reserve Vice-Chair Bar highlights the guardrails in protecting central ba...
Top of the Morning: CIO Strategy Snapshot - MAGA v DOGE
06 Jan 2025
Contributed by Lukas
Our first episode of the year kicks off with an assessment of market activity over the past few week...
Jump Start - Will stocks recover from the December dip?
06 Jan 2025
Contributed by Lukas
Will a cooling labor market reassure the Fed? Will stocks recover from the December dip? Can gold pu...
UBS On-Air: Paul Donovan Daily Audio 'Taxes or tips?'
06 Jan 2025
Contributed by Lukas
US President-elect Trump has been posting on social media in support of a single budget bill through...
UBS On-Air: Paul Donovan Daily Audio 'Here we go again'
03 Jan 2025
Contributed by Lukas
US politics intrudes into financial markets, with the US House of Representatives trying to elect a ...