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 ...
Top of the Morning: Preferreds - Sector update and outlook
17 Oct 2024
Contributed by Lukas
As we look towards year-end, Frank Sileo drops by the studio to provide a performance update and out...
UBS On-Air: Paul Donovan Daily Audio 'Rate cuts, fun, and sentiment'
17 Oct 2024
Contributed by Lukas
The ECB meets. Final September Eurozone consumer price data should confirm that inflation has fallen...
Around the Horn: Fixed Income Roundtable with UBS Asset Management
16 Oct 2024
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 'Raising US taxes'
16 Oct 2024
Contributed by Lukas
Former US President Trump suggested tariffs of up to 2,000% on cars imported from Mexico (an unconve...
Washington Weekly Podcast: Hurricane relief, Middle East tensions, Decision 2024
15 Oct 2024
Contributed by Lukas
Our conversation updates on relief and recovery efforts for hurricane-impacted states, recent develo...
UBS On-Air: Paul Donovan Daily Audio 'Surveys may not signal much'
15 Oct 2024
Contributed by Lukas
UK labor market data are due. Employment is not a constraint on British consumers (and unemployment ...
Top of the Morning: CIO Strategy Snapshot - Sources for volatility
14 Oct 2024
Contributed by Lukas
As we begin a new trading week, Jason takes inventory of potential sources for volatility in the com...
UBS On-Air: Paul Donovan Daily Audio 'China talks rather than acts'
14 Oct 2024
Contributed by Lukas
China’s much anticipated economy ministry press conference over the weekend did not give much deta...
Top of the Morning: The week in review and preview
11 Oct 2024
Contributed by Lukas
As we conclude another trading week, Matt reflects on the latest round of inflation data, along with...
UBS On-Air: Paul Donovan Daily Audio 'Let them eat eggs?'
11 Oct 2024
Contributed by Lukas
US September consumer price data signaled disinflationary trends. Food prices have disproportionate ...
UBS On-Air: Paul Donovan Daily Audio 'Disinflation due'
10 Oct 2024
Contributed by Lukas
US September consumer price inflation should show a slower rate of growth in the headline measure. N...
How should I be positioned? with Ken Caplan (Blackstone) and Jason Draho (UBS CIO)
09 Oct 2024
Contributed by Lukas
On this episode, Jason and Ken meet in-studio to discuss investment considerations and opportunities...
UBS On-Air: Paul Donovan Daily Audio 'The theater of the Federal Reserve'
09 Oct 2024
Contributed by Lukas
The minutes of the last Federal Reserve meeting are due, and should be fascinating. This meeting cut...
CIO House View Monthly Livestream (October)
08 Oct 2024
Contributed by Lukas
October House View live conversation, featuring insights from Leslie Falconio, Head of Taxable Fixed...
UBS On-Air: Paul Donovan Daily Audio 'Is talk cheap?'
08 Oct 2024
Contributed by Lukas
New York Federal Reserve President Williams—a genuine economist, who should thus be listened to —...
Top of the Morning: CIO Strategy Snapshot - Hot stuff
07 Oct 2024
Contributed by Lukas
On this week’s Snapshot, Jason reflects on the latest round of jobs data and weighs what a better-...
UBS On-Air: Paul Donovan Daily Audio 'No recession, but possible resentment'
07 Oct 2024
Contributed by Lukas
The US employment report last week was wrong, because the data always is. However, the general direc...
Top of the Morning: September Jobs Report, and the week ahead
04 Oct 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 'Thrilling times'
04 Oct 2024
Contributed by Lukas
It is US employment report Friday, the monthly celebration of dubious quality data that always thril...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 15)
03 Oct 2024
Contributed by Lukas
On this episode of Viewpoints, Burkhard turns focus to the notable rally across Chinese markets in r...
UBS On-Air: Paul Donovan Daily Audio 'Confirming expectations'
03 Oct 2024
Contributed by Lukas
The economic calendar is strewn with irrelevancies in the form of business sentiment opinion polls. ...
CIO Global Livestream: Rates, votes and volatility
02 Oct 2024
Contributed by Lukas
Hear from Mark Haefele, GWM Chief Investment Officer, Kiran Ganesh, Global Head of Investment Commun...
UBS On-Air: Paul Donovan Daily Audio 'Escalating violence'
02 Oct 2024
Contributed by Lukas
Markets have responded to escalating violence in the Middle East. Overnight missile attacks by Iran ...
Top of the Morning: Emerging Markets - A supportive Fed easing at last
01 Oct 2024
Contributed by Lukas
With the Fed’s easing cycle underway, we examine how central banks across the EM landscape are mov...
UBS On-Air: Paul Donovan Daily Audio 'Scrambling (with more dignity)'
01 Oct 2024
Contributed by Lukas
The US vice-presidential debate is more political entertainment than market relevant. Investors are ...
Top of the Morning: CIO Strategy Snapshot - Coming up roses
30 Sep 2024
Contributed by Lukas
As the third quarter concludes, we take stock of the US economy and financial markets heading into t...
UBS On-Air: Paul Donovan Daily Audio 'Politics and markets may diverge'
30 Sep 2024
Contributed by Lukas
Politics can dominate headlines without creating meaningful consequence for financial markets. Escal...
Top of the Morning: US Financials - Sector update and outlook
29 Sep 2024
Contributed by Lukas
Brad rejoins the podcast to discuss the investment thesis behind CIO’s most preferred view of the ...
Washington Weekly Podcast: UN General Assembly, Government funding, Decision 2024
27 Sep 2024
Contributed by Lukas
We close out a busy week by recapping the annual UN General Assembly in New York, how an agreement w...
Top of the Morning: Muni Market Guide - Abundant supply tempers performance
27 Sep 2024
Contributed by Lukas
With the relaunch of the Municipal Market Guide publication series, Sudip drops by the studio to dis...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 14)
27 Sep 2024
Contributed by Lukas
As September quickly draws to a close, Burkhard reflects on how this traditionally turbulent month f...
UBS On-Air: Paul Donovan Daily Audio 'Stop name calling'
27 Sep 2024
Contributed by Lukas
Yesterday’s US GDP revisions offered several lessons to investors. The tendency for many countries...
Top of the Morning: A timely discussion on the latest China stimulus announcement
26 Sep 2024
Contributed by Lukas
In the wake of new economic stimulus measures announced by China’s central bank, Xingchen Yu drops...
Top of the Morning: Fixed Income Strategist - Beginning our initial descent
26 Sep 2024
Contributed by Lukas
Leslie and Barry rejoin for a deeper dive look into the implications of the Fed’s commencement of ...
UBS On-Air: Paul Donovan Daily Audio 'Data, and why data dependency is bad'
26 Sep 2024
Contributed by Lukas
The US offers the “final” revisions to second-quarter GDP alongside annual data revisions. Decli...
Talking Markets with Jeffrey Gundlach, Founder, DoubleLine Capital
25 Sep 2024
Contributed by Lukas
A fireside chat which covers the current market and macro environment, including thoughts around the...
UBS On-Air: Paul Donovan Daily Audio 'Policy versus emotion'
25 Sep 2024
Contributed by Lukas
Policy interests markets, but few voters. Emotion tends to be more important in elections. The globa...
Top of the Morning: US election implications for sustainability
24 Sep 2024
Contributed by Lukas
It’s Climate Week in New York! Amantia drops by the studio to outline the focus items of Climate ...
UBS On-Air: Paul Donovan Daily Audio 'Drama, or just theater?'
24 Sep 2024
Contributed by Lukas
China’s central bank cut interest rates and reserve requirements, eased home ownership regulation,...
Top of the Morning: CIO Strategy Snapshot - Get Ready (UBS House View)
23 Sep 2024
Contributed by Lukas
We kick off the trading week by reviewing the latest UBS House View and positioning recommendations....
UBS On-Air: Paul Donovan Daily Audio 'Scrambling, not panicking'
23 Sep 2024
Contributed by Lukas
There are a few Federal Reserve speakers scheduled, freed from the self-imposed silence that precede...
CIO Fixed Income Roundtable Series: Post-FOMC edition
20 Sep 2024
Contributed by Lukas
In the wake of the Fed’s decision to cut interest rates for the first time in four years, the CIO ...
UBS On-Air: Paul Donovan Daily Audio 'Economists versus politicians'
20 Sep 2024
Contributed by Lukas
US politics keeps resurrecting ideas from the 1970s—most recently questioning central bank indepen...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 13)
19 Sep 2024
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard reacts to yesterday’s decision by the FOMC to cut...
UBS On-Air: Paul Donovan Daily Audio 'An emergency cut without an emergency'
19 Sep 2024
Contributed by Lukas
The US rate-cutting cycle began with a 50bp cut—the sort of move normally reserved for an economic...
CIO First Take: September FOMC meeting
18 Sep 2024
Contributed by Lukas
Join Jason Draho, Head of Asset Allocation Americas, and Brian Rose, Senior Economist Americas, for ...
UBS On-Air: Paul Donovan Daily Audio 'The damage of data dependency'
18 Sep 2024
Contributed by Lukas
Finally, several months later than it should, the Federal Reserve will cut rates today. Stressing da...
Top of the Morning: Should you harvest capital gains at today’s rate?
18 Sep 2024
Contributed by Lukas
Our conversation focuses on considerations around tax management, namely if the capital gains tax ra...
Top of the Morning: Election 2024 - Critical takeaways for global entrepreneurs
17 Sep 2024
Contributed by Lukas
As Election Day in the US quickly approaches, Paul drops by the studio to outline the economic agend...
UBS On-Air: Paul Donovan Daily Audio 'Hedonism day'
17 Sep 2024
Contributed by Lukas
It is hedonism day in the US, with the release of August retail sales data. Two limits to the data. ...
Washington Weekly Podcast: Post-debate polling, China legislation, Government funding
16 Sep 2024
Contributed by Lukas
We begin by updating on the second assassination attempt of former President Trump, and where that i...
Top of the Morning: CIO Strategy Snapshot - The most important question
16 Sep 2024
Contributed by Lukas
The big event this week is the anticipated commencement of Fed rate cuts. Joining us to discuss out...
UBS On-Air: Paul Donovan Daily Audio 'Rate cuts are coming'
16 Sep 2024
Contributed by Lukas
Market attention is focused on the Federal Reserve meeting this week. A rate cut is clearly expected...
Top of the Morning: The week in review and preview
13 Sep 2024
Contributed by Lukas
As we close out another trading week, Matt drops by the podcast to reflect on recent equity market r...
UBS On-Air: Paul Donovan Daily Audio 'The US and China – different consumers'
13 Sep 2024
Contributed by Lukas
The US has more people employed, working longer hours, for more pay. Last Friday’s employment repo...
UBS ElectionWatch 2024: After the debate - Reaction and implications
12 Sep 2024
Contributed by Lukas
The team discusses takeaways from the first presidential debate between Vice President Harris and fo...
Macro Monthly Podcast with UBS Asset Management
12 Sep 2024
Contributed by Lukas
Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global ma...
UBS On-Air: Paul Donovan Daily Audio 'Real world spending power and soft landings'
12 Sep 2024
Contributed by Lukas
The European Central Bank is expected to ease rates a quarter point today, as it continues its polic...
Top of the Morning: Energy Transition(s)
11 Sep 2024
Contributed by Lukas
Our conversation revisits the progress of energy transitions across the globe, as growing global ene...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 12)
11 Sep 2024
Contributed by Lukas
This week on the Viewpoints podcast, Burkhard returns following a late-summer hiatus to bring us up ...
UBS On-Air: Paul Donovan Daily Audio 'Politics, and prices'
11 Sep 2024
Contributed by Lukas
The market consequences of the US presidential debate rested on whether it changed probabilities aro...
CIO House View Monthly Livestream (Sep)
10 Sep 2024
Contributed by Lukas
Hear insights from David Lefkowitz, Head of Equities, CIO Americas, and Kurt Reiman, Head of Fixed I...
UBS On-Air: Paul Donovan Daily Audio 'Shouting matches'
10 Sep 2024
Contributed by Lukas
The only scheduled US presidential debate is after US markets have closed today. This is near enough...
Top of the Morning: CIO Strategy Snapshot - Back to school
09 Sep 2024
Contributed by Lukas
The Snapshot is back in session with a busy stretch of weeks ahead - Jason reflects on the current s...
UBS On-Air: Paul Donovan Daily Audio 'The US and China – different consumers'
09 Sep 2024
Contributed by Lukas
The US has more people employed, working longer hours, for more pay. Last Friday’s employment repo...
Top of the Morning: August Jobs Report, and the week ahead
06 Sep 2024
Contributed by Lukas
The latest employment report is in - Brian stops by to provide thoughts around the health of the US ...
UBS On-Air: Paul Donovan Daily Audio 'The employment roulette wheel'
06 Sep 2024
Contributed by Lukas
Just one month ago, markets were panicked by the release of an unreliable labor market signal, disto...
UBS On-Air: Paul Donovan Daily Audio 'Constraining capital'
05 Sep 2024
Contributed by Lukas
The Washington Post reports that US President Biden will prevent Japan’s Nippon Steel from acquiri...
Washington Weekly Podcast: Legislative agenda, Decision 2024 update
04 Sep 2024
Contributed by Lukas
As Congress returns from summer recess, and the race for the White House heats up, Shane drops by to...
UBS On-Air: Paul Donovan Daily Audio 'Don’t blame the ISM'
04 Sep 2024
Contributed by Lukas
Equity markets had one of their funny turns yesterday. Some commentators, searching for scapegoats, ...
Top of the Morning: Emerging Markets - Patiently awaiting the US elections
03 Sep 2024
Contributed by Lukas
As Election Day in the US quickly approaches, Alejo stops by the studio to outline the implications ...
UBS On-Air: Paul Donovan Daily Audio 'More economic nationalism'
03 Sep 2024
Contributed by Lukas
Following Canada’s decision to dramatically tax Canadian consumers of electric vehicles made in Ch...
UBS On-Air: Paul Donovan Daily Audio 'The ongoing rise of prejudice politics'
02 Sep 2024
Contributed by Lukas
In Germany, the far-right AfD won the largest share of the vote in Thuringia’s state elections. Th...
UBS On-Air: Paul Donovan Daily Audio 'Disinflation data'
30 Aug 2024
Contributed by Lukas
Disinflation data continues today. The US July personal consumer expenditure deflator is expected to...
CIO Global Livestream - After the correction
29 Aug 2024
Contributed by Lukas
In this global CIO livestream, Global Chief Investment Officer Mark Haefele and his colleagues from ...
UBS On-Air: Paul Donovan Daily Audio 'The (dis) inflation cycle starts again'
29 Aug 2024
Contributed by Lukas
The cycle of European consumer price inflation data is about to start again (in reality, this is pre...
UBS On-Air: Paul Donovan Daily Audio 'Micro and macro'
28 Aug 2024
Contributed by Lukas
There is little macroeconomic data today. Asian markets have been moved by corporate news, with micr...
ElectionWatch: ‘After the convention’ - DNC edition
27 Aug 2024
Contributed by Lukas
We weigh in on the state of the race and investment implications following the Democratic National C...
UBS On-Air: Paul Donovan Daily Audio 'The disappearance of dumping'
27 Aug 2024
Contributed by Lukas
The rise of economic nationalism has encouraged a rise in accusations of export “dumping” (selli...
Top of the Morning: CIO Strategy Snapshot - Jackson Hole & UBS House View
26 Aug 2024
Contributed by Lukas
As we begin a new trading week, investors do so with further clarity around the course for monetary ...
UBS On-Air: Paul Donovan Daily Audio 'Central bankers speaking, everywhere'
23 Aug 2024
Contributed by Lukas
Bank of Japan Governor Ueda spoke to the Japanese Diet, and was inclined to be somewhat hawkish. The...
UBS On-Air: Paul Donovan Daily Audio 'Policy works with a lag'
22 Aug 2024
Contributed by Lukas
The Federal Reserve minutes make it clear that rate cuts are coming (some wanted to cut in July). Th...
UBS On-Air: Paul Donovan Daily Audio 'Getting it wrong'
21 Aug 2024
Contributed by Lukas
The US will be revising last year’s non-farm payrolls data. Markets have a heightened interest in ...
Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management
20 Aug 2024
Contributed by Lukas
Tune in monthly to hear from top portfolio managers and business heads from UBS Asset Management’s...
UBS On-Air: Paul Donovan Daily Audio 'Political theater, economic muttering'
20 Aug 2024
Contributed by Lukas
US politicians are politicking. At the margin, Vice President Harris’s endorsement of the proposed...
Top of the Morning: CIO Strategy Snapshot - Mo’ Momentum Markets
19 Aug 2024
Contributed by Lukas
Jason explains why financial markets have become more prone to rollercoaster swings that result in p...
UBS On-Air: Paul Donovan Daily Audio 'More politics. More policy.'
19 Aug 2024
Contributed by Lukas
The data calendar today is so quiet even ECB President Lagarde does not appear to be speaking. The l...
Top of the Morning: The week in review and preview
16 Aug 2024
Contributed by Lukas
We close out another trading week by recapping some notable economic data releases that could influe...
UBS On-Air: Paul Donovan Daily Audio 'The politicization of inflation'
16 Aug 2024
Contributed by Lukas
The US middle-income consumer is doing just fine, with yesterday’s retail sales data showing littl...
Macro Monthly Podcast with UBS Asset Management
15 Aug 2024
Contributed by Lukas
Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global ma...
UBS On-Air: Paul Donovan Daily Audio 'From inflation to labor markets'
15 Aug 2024
Contributed by Lukas
US July consumer price inflation data continued recent trends. Most sectors of the US economy have d...
UBS On-Air: Paul Donovan Daily Audio 'Disinflation and what it means'
14 Aug 2024
Contributed by Lukas
The publication of US consumer price inflation forces economists to become used car salespeople and ...
UBS On-Air: Paul Donovan Daily Audio 'Real real rates'
13 Aug 2024
Contributed by Lukas
US July producer price data are due. Producer prices better represent corporate pricing power than c...
Top of the Morning: CIO Strategy Snapshot: The calm - that refreshes?
12 Aug 2024
Contributed by Lukas
Jason explains last week’s market evolution, and what this week might deliver for the markets as w...
UBS On-Air: Paul Donovan Daily Audio 'Inflation anticipation'
12 Aug 2024
Contributed by Lukas
At the risk of tempting fate, financial markets seem to have got the past week’s hysteria out of t...
Top of the Morning: The week in review and preview
09 Aug 2024
Contributed by Lukas
As we close out another trading week, Matt recaps the drivers behind the volatile swings within US e...
UBS On-Air: Paul Donovan Daily Audio 'Missing demand'
09 Aug 2024
Contributed by Lukas
China’s July consumer price inflation rose a little more than expected, but this was not a signal ...
Top of the Morning: Navigating market volatility in Asia
08 Aug 2024
Contributed by Lukas
Following a period of volatility across Asian equity markets, notably Japan, and within the technolo...
How should I be positioned? with Jeffrey Sherman (DoubleLine) and Jason Draho (UBS CIO)
08 Aug 2024
Contributed by Lukas
In the wake of the recent episode of global market volatility, Jeffrey rejoins Jason on the podcast ...