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 ...
UBS On-Air: Paul Donovan Daily Audio 'A year of upsetting everyone'
02 Jan 2025
Contributed by Lukas
2025 is the best of times, and the worst of times; an epoch of belief, an epoch of incredulity. In ...
CIO Global Livestream: New Year, New Resolutions
23 Dec 2024
Contributed by Lukas
Listen to our final livestream of the year, where our Global Chief Investment Officer, Mark Haefele,...
Top of the Morning: FOMC takeaways and 2025 outlook
20 Dec 2024
Contributed by Lukas
On the final episode of Top of the Morning for 2024, Brian Rose drops by to share his thoughts and r...
UBS On-Air: Paul Donovan Daily Audio 'Solid foundations, political threats'
20 Dec 2024
Contributed by Lukas
With the wearisome repetitiveness of a tacky Christmas song, a US government shutdown is again threa...
UBS On-Air: Paul Donovan Daily Audio 'The end of the rate cut scramble'
19 Dec 2024
Contributed by Lukas
US inflation has fallen this year. A lot of this is due to the fantasy owners’ equivalent rent pri...
Washington Weekly Podcast: Government funding, Syria, 2025 Congressional priorities
18 Dec 2024
Contributed by Lukas
For the final episode of 2024, Shane shares the latest on government funding negotiations, along wit...
UBS On-Air: Paul Donovan Daily Audio 'The end of the rate cut scramble'
18 Dec 2024
Contributed by Lukas
US inflation has fallen this year. A lot of this is due to the fantasy owners’ equivalent rent pri...
How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)
17 Dec 2024
Contributed by Lukas
Torsten rejoins Jason in the New York podcast studio to exchange 2024 reflections, and 2025 expectat...
Top of the Morning: Munis in 2025 - Strength amid policy uncertainties
17 Dec 2024
Contributed by Lukas
We wrap up our year-ahead series with a look at expectations for the municipal bond market in 2025, ...
UBS On-Air: Paul Donovan Daily Audio 'Political noise, again'
17 Dec 2024
Contributed by Lukas
While we wait for the perfection of economists running everything, politicians are creating backgrou...
Top of the Morning: CIO Strategy Snapshot - Word of the year IV
16 Dec 2024
Contributed by Lukas
As we conclude the CIO Strategy Snapshot series for 2024, Jason unveils and explains his choice for ...
UBS On-Air: Paul Donovan Daily Audio 'Shuffling demand around'
16 Dec 2024
Contributed by Lukas
China’s November retail sales disappointed. Some of this can be blamed on the timing of the single...
CIO House View Monthly Livestream (December)
15 Dec 2024
Contributed by Lukas
The decade so far has been a “Roaring ‘20s” by many measures. Now we’re getting set to navig...
Fixed Income Conversation Corner with Kew Yuoh (Lord Abbett) and Leslie Falconio (UBS CIO)
15 Dec 2024
Contributed by Lukas
Our conversation outlines the current landscape for fixed income investors as we approach 2025, and ...
Top of the Morning: US Information Technology - 2025 outlook & themes
13 Dec 2024
Contributed by Lukas
Our series of year-ahead conversations continue with a look at performance expectations and themes i...
UBS On-Air: Paul Donovan Daily Audio 'Supporting consumers'
13 Dec 2024
Contributed by Lukas
The ECB cut rates by 25bps as was expected. The ECB does not want to be running a restrictive moneta...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 22)
12 Dec 2024
Contributed by Lukas
On the final episode of Viewpoints for 2024, Burkhard reflects on what has been a busy year, spannin...
CIO Fixed Income Roundtable Series: 2024 in review
12 Dec 2024
Contributed by Lukas
As 2024 comes to a close, the CIO Fixed Income team reflects on performance across sub-sectors (incl...
Top of the Morning: US Healthcare - 2025 outlook & themes
11 Dec 2024
Contributed by Lukas
Our series of year-ahead conversations continue with a look at performance expectations and themes i...
UBS On-Air: Paul Donovan Daily Audio 'Real talk'
11 Dec 2024
Contributed by Lukas
US consumer price inflation data is due for November. These numbers are something of a mess. A quart...
Top of the Morning: CEO Macro Briefing - 12 questions ahead of 2025
10 Dec 2024
Contributed by Lukas
In this special edition of the CEO Macro Briefing Book series, Paul Hsiao outlines some of the top q...
UBS On-Air: Paul Donovan Daily Audio 'Taxing US consumers, cutting China’s taxes'
10 Dec 2024
Contributed by Lukas
China’s consumers have been unenthusiastic, and exports are not necessarily dependable. Yesterday,...
Top of the Morning: CIO Strategy Snapshot - What risks?
09 Dec 2024
Contributed by Lukas
Despite the emergence of growing global political risks in recent days and weeks, markets and invest...
UBS On-Air: Paul Donovan Daily Audio 'Taxing via tariffs'
09 Dec 2024
Contributed by Lukas
US President-elect Trump gave a wide ranging interview, touching on several points that matter to in...
Top of the Morning: Nov Jobs Report, Fed roundup, & the week ahead
06 Dec 2024
Contributed by Lukas
As we close out another trading week, Mike Gourd drops by to recap the latest employment data, along...
UBS On-Air: Paul Donovan Daily Audio 'Employment without consensus'
06 Dec 2024
Contributed by Lukas
US employment report Friday looms, when markets get excited about what an unreliable survey tells us...
Washington Weekly Podcast: Government Funding, Farm Bill, Cabinet picks, & more
05 Dec 2024
Contributed by Lukas
In this episode, Shane updates on several key legislative priorities of Congress before year-end, in...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 21)
05 Dec 2024
Contributed by Lukas
On this episode of Viewpoints, Burkhard acknowledges the momentum across US equity markets, and weig...
UBS On-Air: Paul Donovan Daily Audio 'Barnier falls'
05 Dec 2024
Contributed by Lukas
As expected, French Prime Minister Barnier lost a vote of confidence. That was the shortest-lived Fr...
Top of the Morning: Asian markets and economies in 2025
04 Dec 2024
Contributed by Lukas
With new trade policies expected from the incoming Trump administration in the year ahead, we examin...
UBS On-Air: Paul Donovan Daily Audio 'Rule of law'
04 Dec 2024
Contributed by Lukas
In the UK, 11pm is when pubs close and the risk of sending incoherent text messages increases. In So...
Top of the Morning: Emerging Markets in the Roaring 20s
03 Dec 2024
Contributed by Lukas
Our series of year ahead conversations continue with a look at expectations for emerging market asse...
UBS On-Air: Paul Donovan Daily Audio 'Après moi, le déluge?'
03 Dec 2024
Contributed by Lukas
The French government faces a vote of confidence tomorrow, with both the far right and the left pled...
Top of the Morning: CIO Strategy Snapshot - Festive not frothy, yet
02 Dec 2024
Contributed by Lukas
Are the markets getting too frothy, and have investors become too exuberant? Jason weighs these con...
UBS On-Air: Paul Donovan Daily Audio 'The importance of being the dollar'
02 Dec 2024
Contributed by Lukas
US President-elect Trump has threatened to tax US consumers aggressively via tariffs, if countries “...
CIO Global CIO Livestream: Year Ahead 2025
01 Dec 2024
Contributed by Lukas
The decade so far has been a “Roaring ‘20s” by many measures. Now, we’re getting set to navi...
UBS On-Air: Paul Donovan Daily Audio 'Budgets and bonds'
29 Nov 2024
Contributed by Lukas
The French budget and bond yields are attracting attention, with the media ever eager to spot anothe...
UBS On-Air: Paul Donovan Daily Audio 'The good life'
28 Nov 2024
Contributed by Lukas
US data on income and spending confirms that the US consumer has money and is prepared to spend it. ...
UBS On-Air: Paul Donovan Daily Audio 'Rate cuts and tax hikes'
27 Nov 2024
Contributed by Lukas
The Federal Reserve meeting minutes signalled a gradual series of rate reductions next year (a quart...
How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)
26 Nov 2024
Contributed by Lukas
As 2025 quickly approaches, Rich rejoins Jason for a year-ahead discussion, spanning the macroeconom...
UBS On-Air: Paul Donovan Daily Audio 'Orthodoxy does not have influence'
26 Nov 2024
Contributed by Lukas
Government by social media—US President-elect Trump pledged to hit US consumers with aggressive co...
Top of the Morning: CIO Strategy Snapshot - The other “Trump put”
25 Nov 2024
Contributed by Lukas
As we commence a shortened holiday trading week, Jason reflects on Friday’s announcement of global...
UBS On-Air: Paul Donovan Daily Audio 'Does orthodoxy also mean influence?'
25 Nov 2024
Contributed by Lukas
Markets reacted positively to US President-elect Trump nominating the financier Bessent as treasury ...
Top of the Morning: Key messages and investment themes for 2025
22 Nov 2024
Contributed by Lukas
Our series of year ahead conversations continue as Mike Gourd stops by the studio to outline the key...
UBS On-Air: Paul Donovan Daily Audio 'Political checks and balances'
22 Nov 2024
Contributed by Lukas
Former US Congressperson Gaetz withdrew from the nomination to be US attorney general. This is not a...
Top of the Morning: Year Ahead (2025) Roaring ‘20s: The Next Stage
21 Nov 2024
Contributed by Lukas
Learn about key developments that will shape the next stage of the decade, including political chang...
UBS On-Air: Paul Donovan Daily Audio 'Ships and chips'
21 Nov 2024
Contributed by Lukas
South Korean export data for early November rebounded from October’s decline, led by sales of micr...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 20)
20 Nov 2024
Contributed by Lukas
On this episode of Viewpoints, Burkhard shares expectations for the year ahead, across global region...
UBS On-Air: Paul Donovan Daily Audio 'Inflation quirks'
20 Nov 2024
Contributed by Lukas
UK consumer and producer price inflation data for October leads today’s data calendar. The headlin...
UBS On-Air: Paul Donovan Daily Audio 'Policy and politics, in the absence of economics'
19 Nov 2024
Contributed by Lukas
There is a quiet data calendar. Eurozone final consumer price inflation data for October is the text...
Top of the Morning: CIO Strategy Snapshot - Supply-side economics
18 Nov 2024
Contributed by Lukas
As we await President-elect Trump’s personnel selections to carry out US economic policy, Jason ex...
Fixed Income Conversation Corner with Scott DiMaggio (AllianceBernstein) and Leslie Falconio (UBS CIO)
18 Nov 2024
Contributed by Lukas
Our conversation outlines the current landscape for fixed income investors in the wake of the US ele...
UBS On-Air: Paul Donovan Daily Audio 'Broadening out'
18 Nov 2024
Contributed by Lukas
Financial markets had, perhaps, hoped that the next US treasury secretary would serve as a defender ...
UBS On-Air: Paul Donovan Daily Audio 'All the single ladies (and lads)'
15 Nov 2024
Contributed by Lukas
China’s singles’ consumer spending festival may have helped support October retail sales data. I...
Washington Weekly Podcast: Cabinet nominations, DC visit, Congressional makeup
14 Nov 2024
Contributed by Lukas
We recap President-elect Trump’s visit to Washington DC (including his White House meeting with Pr...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 19)
14 Nov 2024
Contributed by Lukas
On this episode of Viewpoints, Burkhard weighs the latest US inflation data, along with considers th...
UBS On-Air: Paul Donovan Daily Audio 'Disinflation beneath inflation'
14 Nov 2024
Contributed by Lukas
US October producer price inflation is due. These numbers better reflect corporate pricing power tha...
UBS On-Air: Paul Donovan Daily Audio 'The future of inflation and interest rates'
13 Nov 2024
Contributed by Lukas
We get US consumer price inflation data today. In one sense, the numbers are curiously unimportant. ...
Top of the Morning: Long-term care costs and solutions
12 Nov 2024
Contributed by Lukas
We spotlight the latest Modern Retirement Monthly publication which breaks down the associated costs...
UBS On-Air: Paul Donovan Daily Audio 'Prices, perceptions, and policy'
12 Nov 2024
Contributed by Lukas
The New York Federal Reserve survey of inflation expectations is of little economic relevance, but m...
Top of the Morning: CIO Strategy Snapshot - Reacting, fast and slow
11 Nov 2024
Contributed by Lukas
In the wake of the US election outcome, Jason breaks down what a second Trump term means for the mar...
CIO House View Monthly Livestream - November
11 Nov 2024
Contributed by Lukas
Kurt Reiman, Head of Fixed Income and ElectionWatch Co-lead, provides an update on the vote count an...
UBS On-Air: Paul Donovan Daily Audio 'Holding back?'
11 Nov 2024
Contributed by Lukas
China’s fiscal stimulus plans underwhelmed financial markets. There is a sense that consumer weakn...
Top of the Morning: The week in review and preview
08 Nov 2024
Contributed by Lukas
As we close out another trading week, Brian recaps the FOMC policy meeting, along with notable econo...
CIO ElectionWatch Livestream: Day after
08 Nov 2024
Contributed by Lukas
John Savercool, Head of Governmental Affairs US, David Lefkowitz, Head of US Equities, and Leslie Fa...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 18)
07 Nov 2024
Contributed by Lukas
On this episode of Viewpoints, and in the wake of the US election, Burkhard weighs what a second Tru...
UBS On-Air: Paul Donovan Daily Audio 'Voting in the aisles of WalMart'
07 Nov 2024
Contributed by Lukas
Every pundit claims they know the reason for the US election outcome. This pundit is no different. I...
Washington Weekly Podcast: Post-Election Day edition
06 Nov 2024
Contributed by Lukas
On this post-Election Day episode, Shane breaks down the known results (including for the race for t...
UBS On-Air: Paul Donovan Daily Audio 'Waiting and anticipating'
06 Nov 2024
Contributed by Lukas
At the time of recording, the US Senate has been called for the Republican party, and the House and ...
UBS On-Air: Paul Donovan Daily Audio 'Production, deflation, policy, and politics'
05 Nov 2024
Contributed by Lukas
There is another wave of noise from sentiment polls (today it is the turn of service sector sentimen...
Top of the Morning: CIO Strategy Snapshot - Homestretch
04 Nov 2024
Contributed by Lukas
With Election Day just hours away, and a Fed policy meeting slated for later this week, Jason drops ...
UBS On-Air: Paul Donovan Daily Audio 'Data is not changing anything'
04 Nov 2024
Contributed by Lukas
The US employment report last Friday was weak, but distorted. It does not add much useful informatio...
Fixed Income Conversation Corner Podcast with Leslie Falconio (UBS CIO) and Mike Contopoulos (Richard Bernstein Advisors)
03 Nov 2024
Contributed by Lukas
Mike Contopoulos rejoins Leslie Falconio for a discussion around year-end asset class performance ex...
Sustainable Investing Perspectives: COP29 preview
03 Nov 2024
Contributed by Lukas
On this episode, Andrew Lee and Lucy Thomas preview the upcoming COP29 (2024 United Nations Climate ...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 17)
01 Nov 2024
Contributed by Lukas
On this episode of Viewpoints, Burkhard acknowledges how the US equity market rally has stalled, thi...
Top of the Morning: October Jobs Report, and the week ahead
01 Nov 2024
Contributed by Lukas
As we close out the trading week, Brian and Paul weigh in on the latest jobs data, and what it means...
UBS On-Air: Paul Donovan Daily Audio 'Distorted data and political perceptions'
01 Nov 2024
Contributed by Lukas
It is US employment report Friday. This report is distorted by hurricanes, strike action, and the fa...
Talking Markets Podcast with Anwiti Bahuguna of Northern Trust Asset Management
31 Oct 2024
Contributed by Lukas
Anwiti Bahuguna serves as Chief Investment Officer of global asset allocation, and portfolio manager...
UBS On-Air: Paul Donovan Daily Audio 'A peek at the hedonism of US consumers'
31 Oct 2024
Contributed by Lukas
After the excitement of yesterday’s GDP data, today investors are granted another peek into the he...
Washington Weekly Podcast: A look at polling and the campaign trail
30 Oct 2024
Contributed by Lukas
With Election Day just days away, Shane drops by to update on what swing state polling is pointing t...
Talking Markets Podcast with Dan Suzuki of Richard Bernstein Advisors
30 Oct 2024
Contributed by Lukas
Dan Suzuki serves as the Deputy Chief Investment Officer for Richard Bernstein Advisors (RBA). Dan ...
UBS On-Air: Paul Donovan Daily Audio 'Dodgy data does not change the story'
30 Oct 2024
Contributed by Lukas
Third quarter GDP data comes out of some European economies, and the US. The data will be wrong beca...
Top of the Morning: What’s driving the volatility in rates?
29 Oct 2024
Contributed by Lukas
Leslie stops by to explain the factors that are driving rate volatility, along with potential US ele...
UBS On-Air: Paul Donovan Daily Audio 'Polls and prices'
29 Oct 2024
Contributed by Lukas
US job vacancy data is due. The survey response rate for this data is so low as to class those who d...
Top of the Morning: CIO Strategy Snapshot - Waiting to exhale
28 Oct 2024
Contributed by Lukas
With Election Day roughly a week away, combined with the upcoming October employment report, Novembe...
UBS On-Air: Paul Donovan Daily Audio 'Overwhelmed with politics'
28 Oct 2024
Contributed by Lukas
Japan’s governing coalition lost its majority in the Diet lower house. Prime Minister Ishida signa...
CIO Global Livestream - How will the US economy land?
25 Oct 2024
Contributed by Lukas
In this livestream, Global Head of Investment Communications Kiran Ganesh and colleagues discussed t...
UBS On-Air: Paul Donovan Daily Audio 'A lesson in why data are not dependable'
25 Oct 2024
Contributed by Lukas
US Michigan consumer sentiment is due, including the inflation expectations reading. Is this useful ...
Talking Markets Podcast with Patricia Zobel of Guggenheim Partners
24 Oct 2024
Contributed by Lukas
Patricia Zobel serves as Head of Macroeconomic Research and Market Strategy for Guggenheim Partners ...
Top of the Morning: Emerging Markets - Opportunities ahead
24 Oct 2024
Contributed by Lukas
Our conversation revisits the emerging markets as we explore opportunities across equities and bonds...
UBS On-Air: Paul Donovan Daily Audio 'Very modest, very mindful, very demure'
24 Oct 2024
Contributed by Lukas
The authors of the latest Federal Reserve Beige Book are clearly followers of TikTok memes. The econ...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 16)
23 Oct 2024
Contributed by Lukas
On this episode of Viewpoints, Burkhard weighs diverging viewpoints when it comes to the condition a...
UBS On-Air: Paul Donovan Daily Audio 'Cutting rates, and signaling rate cuts'
23 Oct 2024
Contributed by Lukas
ECB President Lagarde is set to speak again. It is very unlikely that the last 24 hours have changed...
Top of the Morning: UBS CEO Macro Briefing Book - Quarterly update
22 Oct 2024
Contributed by Lukas
We spotlight the latest edition of the quarterly UBS CEO Macro Briefing book as we explore how busin...
UBS On-Air: Paul Donovan Daily Audio 'Central bankers and bonds'
22 Oct 2024
Contributed by Lukas
Yesterday’s pontification of Federal Reserve speakers created a stir in bond markets. There were a...
How should I be positioned? with Ron Temple (Lazard Asset Management) and Jason Draho (UBS CIO)
21 Oct 2024
Contributed by Lukas
On this episode, Jason and Ron meet in-studio to discuss investment considerations and opportunities...
Top of the Morning: CIO Strategy Snapshot - The 5% landing (UBS House View)
21 Oct 2024
Contributed by Lukas
As talk of a “no landing” scenario for the US economy has reemerged, Jason weighs whether the US...
UBS On-Air: Paul Donovan Daily Audio 'Cutting rates'
21 Oct 2024
Contributed by Lukas
German September producer prices are expected to stay in deflation (this is not a surprise, they hav...
UBS On-Air: Paul Donovan Daily Audio 'The global consumer'
18 Oct 2024
Contributed by Lukas
US data once again reminded investors of the wisdom of never underestimating the hedonism of the US ...