UBS On-Air: Paul Donovan Daily Audio 'US employment data you can count'
08 Aug 2024
Contributed by Lukas
There is an eerie calm over the economic calendar. Weekly US initial jobless claims data may get mor...
Fixed Income Conversation Corner with Alex Obaza (T.Rowe Price) and Leslie Falconio (UBS CIO)
07 Aug 2024
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 'Hawk to dove in under a week'
07 Aug 2024
Contributed by Lukas
Bank of Japan Governor Uchida indicated that there would be a pause in interest rate hikes in the wa...
CIO First Take: Equities rebound
06 Aug 2024
Contributed by Lukas
Following a tumultuous start to the week for US equity markets, Jason stops by the studio to reflect...
CIO Livestream: Response to market volatility
06 Aug 2024
Contributed by Lukas
Solita Marcelli, Chief Investment Officer, CIO Americas, hosts Jason Draho, Head of Asset Allocation...
UBS On-Air: Paul Donovan Daily Audio 'Ignoring economics'
06 Aug 2024
Contributed by Lukas
The Japanese equity market is behaving with all the decorum and rationality of someone dancing the H...
Top of the Morning: ‘CIO Strategy Snapshot - What’s driving the market selloff?’
05 Aug 2024
Contributed by Lukas
As volatility across asset classes continues, Jason breaks down the drivers behind the market moves,...
UBS On-Air: Paul Donovan Daily Audio 'Markets and fundamentals'
05 Aug 2024
Contributed by Lukas
The Federal Reserve has been late in cutting rates, but that has been true for some time. The policy...
Top of the Morning: July Jobs Report, FOMC, & the week ahead
02 Aug 2024
Contributed by Lukas
As we close out another trading week, Brian shares his thoughts on the latest jobs report, along wit...
Washington Weekly Podcast: SCOTUS reform, Fentanyl curbing, Geopolitics
02 Aug 2024
Contributed by Lukas
On this week’s episode we examine President Biden’s proposed reforms from the US Supreme Court, ...
UBS On-Air: Paul Donovan Daily Audio 'Orwellian employment'
02 Aug 2024
Contributed by Lukas
The US employment report for July is due. Like Orwellian newspeak, this can often mean the reverse o...
UBS On-Air: Paul Donovan Daily Audio 'Cuts with a British accent?'
01 Aug 2024
Contributed by Lukas
The Bank of England’s rate decision is due. Unlike some other central banks, the BoE has a traditi...
CIO First Take: July FOMC meeting
31 Jul 2024
Contributed by Lukas
Join Jason Draho, Head of Asset Allocation Americas, and Brian Rose, Senior Economist Americas, for ...
How to address your company stock within your financial plan
31 Jul 2024
Contributed by Lukas
We outline considerations when it comes to how to address company stock within a financial plan, inc...
ElectionWatch: Decision 2024 update
31 Jul 2024
Contributed by Lukas
Solita Marcelli is first joined by John Savercool, Head of the US Office of Public Policy, to discus...
UBS On-Air: Paul Donovan Daily Audio 'Is Fed policy error nearly over?'
31 Jul 2024
Contributed by Lukas
The Federal Reserve is not expected to end its policy error today, but hopefully a rate cut will be ...
Top of the Morning: UBS CEO Macro Briefing Book - Quarterly update
30 Jul 2024
Contributed by Lukas
We spotlight the latest edition of the quarterly UBS CEO Macro Briefing book as we explore how a shi...
Sustainable Investing Perspectives with Jennifer Anderson (Lazard) and Amantia Muhedini (UBS CIO)
30 Jul 2024
Contributed by Lukas
This month’s episode focuses on the reasons for and benefits of investing in people, along with th...
UBS On-Air: Paul Donovan Daily Audio 'Disinflationary tendencies'
30 Jul 2024
Contributed by Lukas
Germany and Spain offer July inflation data. German data is expected to be stable. That puts it with...
Top of the Morning: CIO Strategy Snapshot - Rotation drivers
29 Jul 2024
Contributed by Lukas
Jason explains the factors that have been behind the notable market rotations over the past month, a...
UBS On-Air: Paul Donovan Daily Audio 'Political possibilities'
29 Jul 2024
Contributed by Lukas
Markets care about politics when policy probabilities change. So far, the US political circus has no...
Top of the Morning: The week in review and preview
26 Jul 2024
Contributed by Lukas
As we close out another trading week, Danny Kessler drops by to reflect on this week’s abundance o...
UBS On-Air: Paul Donovan Daily Audio 'Spending real money'
26 Jul 2024
Contributed by Lukas
Yesterday’s second quarter US GDP release showed the US consumer is alive and well, and spending m...
Washington Weekly Podcast: What’s next for President Biden and the Democratic Party?
25 Jul 2024
Contributed by Lukas
In the wake of Sunday’s announcement from President Biden, Shane outlines what comes next for the ...
How should I be positioned? with Jason Thomas (Carlyle) and Jason Draho (UBS CIO)
25 Jul 2024
Contributed by Lukas
Jason Thomas rejoins Jason Draho for a discussion around the US macroeconomic environment, including...
UBS On-Air: Paul Donovan Daily Audio 'Guessing growth (badly)'
25 Jul 2024
Contributed by Lukas
Equity markets exhibited some volatility yesterday. This is not the fault of economists (there was n...
Top of the Morning: Emerging Markets - US dollar centricity, revisited
24 Jul 2024
Contributed by Lukas
The US Dollar has been the undisputed global reserve currency for decades, though can this standing ...
UBS On-Air: Paul Donovan Daily Audio 'More politics, less market interest'
24 Jul 2024
Contributed by Lukas
Assorted business sentiment opinion polls are published, in an otherwise quiet data calendar. This, ...
CIO Global Livestream: What is driving markets - Elections or earnings?
23 Jul 2024
Contributed by Lukas
Join Kiran Ganesh, Global Head of Investment Communications, Tom McLoughlin, Head of Fixed Income &a...
Macro Monthly Podcast with UBS Asset Management
23 Jul 2024
Contributed by Lukas
Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global ma...
Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management
23 Jul 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 'Desperate times'
23 Jul 2024
Contributed by Lukas
There is almost nothing happening on the economic data calendar today—things are so quiet even ECB...
CIO Fixed Income Roundtable Podcast - July update
22 Jul 2024
Contributed by Lukas
A look at the performance of fixed income sub-sectors, along with a review of positioning recommenda...
Top of the Morning: CIO Strategy Snapshot - 180 or 360? (Election update)
22 Jul 2024
Contributed by Lukas
Following Sunday’s development of President Biden withdrawing from the 2024 race for the White Hou...
UBS On-Air: Paul Donovan Daily Audio 'Inevitable, but what does it change?'
22 Jul 2024
Contributed by Lukas
The decision of the People’s Bank of China to cut rates by 0.1 percentage point was perhaps inevit...
Washington Weekly Podcast: RNC takeaways, Assassination investigation, Sen. Menendez
19 Jul 2024
Contributed by Lukas
After an eventful week in Milwaukee Wisconsin, Shane recaps the RNC events and speeches. We also sp...
Top of the Morning: Q2 earnings checkup, Fed’s Beige Book & the week ahead
19 Jul 2024
Contributed by Lukas
With the first week of Q2 corporate earnings now behind us, we reflect on how the initial round of r...
UBS On-Air: Paul Donovan Daily Audio 'Slight disappointments'
19 Jul 2024
Contributed by Lukas
UK June retail sales were soggy, coming in below consensus (although not that many economists bother...
Top of the Morning: Fixed Income Strategist - A shorter runway
18 Jul 2024
Contributed by Lukas
As growth and inflation trend lower, coupled with the next rate cutting cycle on the horizon, we dis...
UBS On-Air: Paul Donovan Daily Audio 'Rate cuts are coming'
18 Jul 2024
Contributed by Lukas
Two Federal Reserve speakers signalled that interest rate cuts are coming (the tone is consistent wi...
UBS On-Air: Paul Donovan Daily Audio 'Is BoE Governor Bailey a Swiftie'
17 Jul 2024
Contributed by Lukas
UK June inflation was broadly as expected, and on target. However, the popular music artist Taylor S...
UBS On-Air: Paul Donovan Daily Audio 'Does the vice president matter?'
16 Jul 2024
Contributed by Lukas
Former US President Trump’s selection of Senator Vance as his running mate is not immediately mark...
Top of the Morning: CIO Strategy Snapshot - Market check
15 Jul 2024
Contributed by Lukas
Jason rejoins the podcast to share his take on recent economic data and what it means for the timing...
UBS On-Air: Paul Donovan Daily Audio 'Violence and consequences'
15 Jul 2024
Contributed by Lukas
The shooting at former US President Trump’s election rally during the weekend has provoked only a ...
Top of the Morning: Q2 earnings preview, Equity valuations, week ahead
12 Jul 2024
Contributed by Lukas
We close out the week by sharing expectations for Q2 corporate earnings reporting, along with though...
UBS On-Air: Paul Donovan Daily Audio 'More on inflation (and deflation)'
12 Jul 2024
Contributed by Lukas
US consumer price inflation details continue to suggest that US rate cuts are overdue. Harmonized in...
Washington Weekly Podcast: RNC preview, Polling update, NATO Summit
11 Jul 2024
Contributed by Lukas
With the Republican National Convention set to commence, we preview the themes that will be covered,...
CIO First Take: June CPI data & Market response
11 Jul 2024
Contributed by Lukas
Join members of the UBS Chief Investment Office for some timely thoughts and reflections around the ...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 11)
11 Jul 2024
Contributed by Lukas
This week on the Viewpoints podcast, Burkhard spends time reviewing performance trends across global...
UBS On-Air: Paul Donovan Daily Audio 'Disinflationary details'
11 Jul 2024
Contributed by Lukas
We have US June consumer price inflation data. Federal Reserve Chair Powell thinks this matters, bec...
Top of the Morning: Emerging Market equities - Looking back and looking forward
10 Jul 2024
Contributed by Lukas
As we have made our way into the second-half of the year, Xingchen drops by to reflect on Emerging M...
UBS On-Air: Paul Donovan Daily Audio 'Bad policy waits for “good data”'
10 Jul 2024
Contributed by Lukas
Perhaps Federal Reserve Chair Powell has opened an economics book (possibly “How the world really ...
UBS On-Air: Paul Donovan Daily Audio 'Powell, policy, and perceptive questions'
09 Jul 2024
Contributed by Lukas
Federal Reserve Chair Powell is testifying to the Senate Banking Committee today. The issue is wheth...
Top of the Morning: CIO Strategy Snapshot - US Labor Market
08 Jul 2024
Contributed by Lukas
In the wake of the June Jobs Report, we take a pulse on the state of the US Labor Market and how the...
Fixed Income Conversation Corner with Ashok Bhatia (Neuberger Berman) and Leslie Falconio (UBS CIO)
08 Jul 2024
Contributed by Lukas
On the mid-year outlook edition, we spend time reflecting on the drivers of fixed income performance...
UBS ElectionWatch 2024: After the debate - Reaction and implications
08 Jul 2024
Contributed by Lukas
Tune in for to hear commentary on the first debate between President Biden and former President Trum...
UBS On-Air: Paul Donovan Daily Audio 'A fiscal can’t can’t?'
08 Jul 2024
Contributed by Lukas
France’s second-round legislative election produced an unexpected result, with the far right Rasse...
UBS On-Air: Paul Donovan Daily Audio 'Political iceberg'
05 Jul 2024
Contributed by Lukas
The UK general election result is now clear (for the benefit of US readers, many countries are able ...
UBS On-Air: Paul Donovan Daily Audio 'Stable democracy'
04 Jul 2024
Contributed by Lukas
US markets are closed as the country celebrates its attempt to escape rule by a monarch. There has b...
UBS On-Air: Paul Donovan Daily Audio 'Taking time means tightening'
03 Jul 2024
Contributed by Lukas
Federal Reserve Chair Powell said yesterday that the strength of the US economy and labor market mea...
UBS On-Air: Paul Donovan Daily Audio 'The end of profit-led inflation?'
02 Jul 2024
Contributed by Lukas
The British Retail Consortium shop price index (measuring prices in selected stores in the UK) sank ...
UBS On-Air: Paul Donovan Daily Audio 'The trouble with three-ways'
01 Jul 2024
Contributed by Lukas
The first round of the French elections produced results broadly in line with opinion polls (as to t...
UBS On-Air: Paul Donovan Daily Audio 'Cold realities'
28 Jun 2024
Contributed by Lukas
Polls immediately after the US presidential debate declared former President Trump the winner. While...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 10)
27 Jun 2024
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard spends time reviewing an abundance of global electi...
Washington Weekly Podcast: Presidential Debate preview, Latest polling
27 Jun 2024
Contributed by Lukas
For this week, Shane previews the highly anticipated debate between President Biden, and former-Pres...
Top of the Morning: Emerging Markets - Opportunities in the second half
27 Jun 2024
Contributed by Lukas
Our conversation revisits the emerging markets as we discuss how the asset class has evolved in rece...
UBS On-Air: Paul Donovan Daily Audio 'Presentation, not policy'
27 Jun 2024
Contributed by Lukas
US first quarter GDP is revised, and will keep being revised; we will not have a clear picture of c...
Top of the Morning: A ‘Roaring 20s’ scenario for the US economy - Updated assessment
26 Jun 2024
Contributed by Lukas
Our conversation revisits the possibility of a ‘Roaring 20s’-style economy to take shape in the ...
House Call: Talking Equity Markets with UBS Asset Management
26 Jun 2024
Contributed by Lukas
A monthly check on US equity market performance and positioning considerations with Jeremy Zirin, Se...
UBS On-Air: Paul Donovan Daily Audio 'Political stereotypes'
26 Jun 2024
Contributed by Lukas
There are several ECB speakers on the agenda today. One speaker, Rehn, has already suggested that tw...
Top of the Morning: How to navigate political bias when investing
25 Jun 2024
Contributed by Lukas
Our conversation today focuses on the current election cycle as it relates to the potential impacts ...
Macro Monthly Podcast with UBS Asset Management
25 Jun 2024
Contributed by Lukas
Hear from top investment professionals from the UBS Asset Management’s Multi-Asset Team.
The Energy Transition: The road ahead & Investment considerations
25 Jun 2024
Contributed by Lukas
Jay Dobson is joined by Dave Intoppa for an in-depth conversation about where we are in the energy t...
UBS On-Air: Paul Donovan Daily Audio 'The King Canute problem'
25 Jun 2024
Contributed by Lukas
In the absence of interesting data, markets focus on less important things, like politics. France ha...
CIO Global Livestream: Rates, China, AI, US elections: Our 2H outlook
24 Jun 2024
Contributed by Lukas
In a special session from Singapore, Chief Investment Officer Mark Haefele is joined by Min Lan Tan,...
Top of the Morning: CIO Strategy Snapshot - UBS House View
24 Jun 2024
Contributed by Lukas
This week, Jason outlines the events that are set to take place that will not only determine the inv...
Sustainable Investing Perspectives with Amy O’Brien (Nuveen) and Amantia Muhedini (UBS CIO)
24 Jun 2024
Contributed by Lukas
For this month we focus on the 2024 proxy season, including a review of expectations, a look at some...
UBS On-Air: Paul Donovan Daily Audio 'Politics, sadly, is in focus'
24 Jun 2024
Contributed by Lukas
This week has a lot of politics in it, and markets are rarely that good at pricing political risk. T...
Washington Weekly Podcast: SCOTUS Rulings (continued), G7 Summit, Russia-North Korea pact
21 Jun 2024
Contributed by Lukas
This week we follow-up on rulings issued by the Supreme Court, including US tax on foreign business ...
UBS On-Air: Paul Donovan Daily Audio 'Following inflation lower'
21 Jun 2024
Contributed by Lukas
Yesterday’s central bank decisions support the trend of following inflation lower. The Swiss rate ...
Top of the Morning: 2024 Second-half market outlook
20 Jun 2024
Contributed by Lukas
With the halfway point of 2024 having arrived, we reflect on how market and macro conditions have ev...
Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management
20 Jun 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 'Rate cuts are coming?'
20 Jun 2024
Contributed by Lukas
The Bank of England offers some excitement as investors await the start of the UK interest rate easi...
UBS On-Air: Paul Donovan Daily Audio 'The EU’s naughty list'
19 Jun 2024
Contributed by Lukas
May UK inflation data was as expected across the multiple measures released today. Headline consumer...
UBS On-Air: Paul Donovan Daily Audio 'Eight points down'
18 Jun 2024
Contributed by Lukas
Eurozone final May consumer price inflation is very unlikely to change from the initial report. At 2...
Top of the Morning: CIO Strategy Snapshot - Connecting other dots
17 Jun 2024
Contributed by Lukas
This week Jason ‘connects the dots’ to make sense of market performance, this in the wake of las...
UBS On-Air: Paul Donovan Daily Audio 'Fun times'
17 Jun 2024
Contributed by Lukas
China’s May data dump showed weaker-than-expected industrial production, despite earlier reports o...
UBS On-Air: Paul Donovan Daily Audio 'More disinflation, but distorted perceptions'
14 Jun 2024
Contributed by Lukas
Yesterday’s US producer price inflation numbers added to a general sense of disinflation. However,...
Washington Weekly Podcast: SCOTUS rulings, Decision 2024 update & more
13 Jun 2024
Contributed by Lukas
This week Shane highlights a slate of rulings expected to be delivered in June by the Supreme Court,...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 9)
13 Jun 2024
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard covers a range of topics, including a potential tim...
UBS On-Air: Paul Donovan Daily Audio 'US rate cuts are still coming'
13 Jun 2024
Contributed by Lukas
The Federal Reserve did nothing on rates. Investors have desperately sought additional guidance on p...
CIO First Take: May CPI data & FOMC meeting
12 Jun 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 'Overstimulation'
12 Jun 2024
Contributed by Lukas
Economists are overstimulated by the US today. We have the excitement of US consumer price inflation...
Top of the Morning: Fixed Income Strategist - First-Half Review
11 Jun 2024
Contributed by Lukas
As mid-year approaches, we take time to reflect on fixed income performance drivers over 1H24, along...
UBS On-Air: Paul Donovan Daily Audio 'Disliking uncertainty'
11 Jun 2024
Contributed by Lukas
Financial markets dislike any increase in uncertainty. Politics in Europe was judged to have increas...
Top of the Morning: CIO Strategy Snapshot - And the beat goes on
10 Jun 2024
Contributed by Lukas
With growth fears last week having eased, investor confidence in a soft-landing having been reinforc...
UBS On-Air: Paul Donovan Daily Audio 'The importance of participation rates'
10 Jun 2024
Contributed by Lukas
In any society experiencing a period of economic upheaval, some people do better while others do wor...
CIO House View Monthly Livestream (June)
09 Jun 2024
Contributed by Lukas
Hear the latest thinking and investment recommendations from the UBS Chief Investment Office with Le...
Top of the Morning: May Jobs report, Fed preview, & the week ahead
07 Jun 2024
Contributed by Lukas
As we close out another trading week, Brian Rose recaps the May employment data and provides a healt...
UBS On-Air: Paul Donovan Daily Audio 'The ECB creaks toward a cutting cycle'
07 Jun 2024
Contributed by Lukas
As expected, the ECB offered a 0.25-percentage-point rate cut, with general vagueness about the futu...