Top of the Morning: Mexico’s Election - Outcome & Investment implications
06 Jun 2024
Contributed by Lukas
In the wake of Mexico’s election outcome earlier this week, Gaby outlines the results, weighs in o...
UBS On-Air: Paul Donovan Daily Audio 'Cuts, continuity, clarification'
06 Jun 2024
Contributed by Lukas
There is a strong consensus about today’s ECB policy rate decision. A total of 53 out of 55 survey...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 8)
05 Jun 2024
Contributed by Lukas
On this week’s episode of Viewpoints, Burkhard explains the underestimated importance of the upcom...
UBS On-Air: Paul Donovan Daily Audio 'Polling problems'
05 Jun 2024
Contributed by Lukas
Japan published some labor market data, with April cash earnings. On a like-for-like comparison, the...
How should I be positioned? with Paula Campbell Roberts (KKR) and Jason Draho (UBS CIO)
04 Jun 2024
Contributed by Lukas
Paula joins Jason in-studio for a discussion around the US macroeconomic environment, including an o...
UBS On-Air: Paul Donovan Daily Audio 'Immigration and consequences'
04 Jun 2024
Contributed by Lukas
The US provides the main data releases. JOLTS data on job vacancies is expected to continue to decli...
Top of the Morning: CIO Strategy Snapshot - Convergence
03 Jun 2024
Contributed by Lukas
To begin the week (and a new month), Jason reflects on May market performance drivers, and outlines ...
UBS On-Air: Paul Donovan Daily Audio 'policy-politics-and-prices'
03 Jun 2024
Contributed by Lukas
Federal Reserve President Kashkari has advocated a significant tightening of central bank policy, by...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 7)
31 May 2024
Contributed by Lukas
Markets and life are full of conundrums. This week, our Viewpoints podcast addresses at least three...
UBS On-Air: Paul Donovan Daily Audio 'An important day in the US'
31 May 2024
Contributed by Lukas
We get fresh evidence on the hedonism of the US consumer, with personal income and spending numbers....
Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management
30 May 2024
Contributed by Lukas
Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixe...
House Call: Talking Equity Markets with UBS Asset Management
30 May 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 'Trussing up Treasuries?'
30 May 2024
Contributed by Lukas
Yesterday equities were a little upset because bonds were a little upset because of weaker demand at...
Behavioral Finance: Action Bias 101
29 May 2024
Contributed by Lukas
We explore the behavior of action bias, including a look at when it might and might not makes sense ...
UBS On-Air: Paul Donovan Daily Audio 'Shades of beige'
29 May 2024
Contributed by Lukas
The entertainment from the US Dallas Fed manufacturing survey comments did not disappoint. Several w...
Global Livestream: A broadening rally - The world beyond NVIDIA
28 May 2024
Contributed by Lukas
Chief Investment Officer Mark Haefele and colleagues from around the world discuss the state of play...
Top of the Morning: Global Plastic Reduction - The challenge & potential solutions
28 May 2024
Contributed by Lukas
Today we spotlight the May edition of the monthly Sustainable Investing Perspectives publication. A...
UBS On-Air: Paul Donovan Daily Audio 'Inflation hints'
28 May 2024
Contributed by Lukas
The UK’s May shop price index showed ongoing non-food deflation, and a slower pace of food price i...
UBS On-Air: Paul Donovan Daily Audio 'Rates cuts, and the power of the story'
27 May 2024
Contributed by Lukas
ECB Chief Economist Lane stated the central bank is ready to cut rates. We have heard this from othe...
A Conversation with Solita Marcelli and Jeffrey Gundlach
24 May 2024
Contributed by Lukas
Solita Marcelli, CIO Americas of UBS, along with Jeffery Gundlach CEO of DoubleLine, share valuable ...
UBS On-Air: Paul Donovan Daily Audio 'Consumers consuming'
24 May 2024
Contributed by Lukas
Japan’s April consumer price inflation was a little dull—the inflation rate slowed more or less...
UBS On-Air: Paul Donovan Daily Audio 'The Philosophy of Politics and Economics'
23 May 2024
Contributed by Lukas
US President Clinton’s admonition “It’s the economy, stupid” puts economists in their proper...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 6)
22 May 2024
Contributed by Lukas
With US equity indices having recently reached record levels, many investors are wondering how long ...
UBS On-Air: Paul Donovan Daily Audio 'Cutting comments'
22 May 2024
Contributed by Lukas
European Central Bank President Lagarde did, after all, offer policy comments yesterday—in an Iris...
Fixed Income Roundtable with the UBS Chief Investment Office
21 May 2024
Contributed by Lukas
Join the CIO fixed income team every other month for a discussion around the drivers behind asset cl...
UBS On-Air: Paul Donovan Daily Audio 'Russian income – let it go?'
21 May 2024
Contributed by Lukas
US Treasury Secretary Yellen receives an honorary doctorate today, which gives ECB President Lagarde...
Top of the Morning: CIO Strategy Snapshot - Hard over soft
20 May 2024
Contributed by Lukas
With US equity markets having reached all-time record closes, Jason weighs the ‘sell in May, and g...
UBS On-Air: Paul Donovan Daily Audio 'Middle East politics'
20 May 2024
Contributed by Lukas
Iranian President Raisi has been killed in a helicopter crash. The first vice president becomes inte...
Washington Weekly Podcast: Presidential debates, FAA Bill, Ukraine update
17 May 2024
Contributed by Lukas
We preview the current calendar for US Presidential debates, unpack the FAA Bill and the implication...
UBS On-Air: Paul Donovan Daily Audio 'China’s vulnerabilities'
17 May 2024
Contributed by Lukas
China reported stronger industrial production and weaker domestic retail sales. If these figures are...
CIO First Take: April CPI data & Market response
16 May 2024
Contributed by Lukas
Join members of the UBS Chief Investment Office for some timely thoughts and reflections around the ...
UBS On-Air: Paul Donovan Daily Audio 'A dose of normality'
16 May 2024
Contributed by Lukas
Yesterday’s US consumer price data was less weird—no 4% monthly increases in rent in Detroit (as...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 5)
15 May 2024
Contributed by Lukas
Following a brief Springtime hiatus, we catch-up with Burkhard to hear about his recent travels and ...
UBS On-Air: Paul Donovan Daily Audio 'Undermining the “data dependency” story'
15 May 2024
Contributed by Lukas
Federal Reserve Chair Powell wants further inflation declines before the Fed cuts rates. US inflatio...
Top of the Morning: Fixed Income Strategist - Going longer for higher
14 May 2024
Contributed by Lukas
We catch-up with Leslie Falconio to discuss how a shift in the Fed’s course for monetary policy ha...
Top of the Morning: Chinese equities - Comeback or a head fake?
14 May 2024
Contributed by Lukas
Following a sharp rebound in Chinese equities, Xingchen weighs in as to how investors should treat t...
UBS On-Air: Paul Donovan Daily Audio 'Inflation numbers of limited interest'
14 May 2024
Contributed by Lukas
Germany and Spain are offering final consumer price inflation data for April today. Although a lot o...
Value investing in an uncertain world with Bill Ackman and Ryan Israel
13 May 2024
Contributed by Lukas
Join us for a fireside chat that Mark Axelowitz, Managing Director and UBS Private Wealth Advisor an...
Top of the Morning: CIO Strategy Snapshot - Macro plus Micro Markets
13 May 2024
Contributed by Lukas
We take inventory of recent market performance and drivers, along with consider the prospects for do...
3-Levels Podcast: Considerations for Traditional v. Roth accounts
13 May 2024
Contributed by Lukas
On this episode of 3-Levels, Justin and Ainsley explain the differences between traditional accounts...
UBS On-Air: Paul Donovan Daily Audio 'Time to tax'
13 May 2024
Contributed by Lukas
More details are emerging about US President Biden’s imminent US consumer tax increases. Some of t...
Washington Weekly Podcast: Israel-Hamas War, Capitol Hill roundup
10 May 2024
Contributed by Lukas
Following a pause of arms shipments to Israel from the US, Shane outlines what the response has cons...
Top of the Morning: Emerging Markets - Weathering geopolitical tension
10 May 2024
Contributed by Lukas
We revisit our conversation on the emerging markets and outline CIO’s current thinking when it com...
UBS On-Air: Paul Donovan Daily Audio 'US tax increases next week?'
10 May 2024
Contributed by Lukas
Media reports suggest US President Biden plans to announce new taxes on US consumers of products fro...
UBS On-Air: Paul Donovan Daily Audio 'Following Swiss leadership'
09 May 2024
Contributed by Lukas
Sweden’s Riksbank followed the Swiss National Bank’s leadership with an interest rate cut. The m...
CIO House View Monthly Livestream (May)
08 May 2024
Contributed by Lukas
Hear the latest thinking and investment recommendations from the UBS Chief Investment Office with Da...
UBS On-Air: Paul Donovan Daily Audio 'Rate cuts ahead?'
08 May 2024
Contributed by Lukas
Sweden’s Riksbank is expected to cut interest rates at its meeting today (this is a widespread but...
State of the US Consumer & Brand engagement with Eric Clark (Accuvest)
07 May 2024
Contributed by Lukas
Eric rejoins the podcast to share his take on how current economic conditions and the rate environme...
UBS On-Air: Paul Donovan Daily Audio 'Funding consumer spending'
07 May 2024
Contributed by Lukas
In the Middle East, Hamas accepted a Qatari/Egyptian proposal for a ceasefire, but the Israeli gover...
Top of the Morning: CIO Strategy Snapshot - Summer sequel?
06 May 2024
Contributed by Lukas
As we turn the page on a volatile month of April and look ahead to the summer, we consider whether t...
UBS On-Air: Paul Donovan Daily Audio 'Exuberance and the Fed'
06 May 2024
Contributed by Lukas
A single, dubious quality US data report last Friday was enough to send bond and equity markets into...
Top of the Morning: April Jobs Report, Fed takeaways & week ahead
03 May 2024
Contributed by Lukas
We recap the week that was, including today’s release of the April employment report, Wednesday’...
Washington Weekly Podcast: US Southern border, Middle East tour, House Speaker Johnson
03 May 2024
Contributed by Lukas
Our conversation covers recent developments and potential executive action surrounding the US-Mexico...
UBS On-Air: Paul Donovan Daily Audio 'Employment and trend growth'
03 May 2024
Contributed by Lukas
US employment report Friday looms. Around 119,000 companies will be asked about their employees. Aro...
Top of the Morning: Positioning within Emerging Market debt
02 May 2024
Contributed by Lukas
Our series of emerging markets conversations continues as we expand on CIO’s view on emerging mark...
CIO Global Livestream: Rising geopolitical tensions and inflation concerns
02 May 2024
Contributed by Lukas
Chief Investment Officer, Mark Haefele, and colleagues around the world discuss inflation expectatio...
UBS On-Air: Paul Donovan Daily Audio 'US policy changes'
02 May 2024
Contributed by Lukas
The Federal Reserve announced a slower pace of shrinking its balance sheet. Context is important her...
UBS On-Air: Paul Donovan Daily Audio 'Profits of the world, unite'
01 May 2024
Contributed by Lukas
A large part of the world is not working today, in celebration of workers. But the old order is chan...
House Call: Talking Equity Markets with UBS Asset Management
30 Apr 2024
Contributed by Lukas
A monthly check on US equity market performance and positioning considerations with Jeremy Zirin, Se...
Top of the Morning: Muni Market - Trending tax topics
30 Apr 2024
Contributed by Lukas
Our conversation outlines some trending tax considerations and developments associated with the muni...
UBS On-Air: Paul Donovan Daily Audio 'Another day, another set of inflation data'
30 Apr 2024
Contributed by Lukas
Eurozone April inflation data generates less of the tense excitement that a US inflation release can...
Top of the Morning: CIO Strategy Snapshot - UBS House View
29 Apr 2024
Contributed by Lukas
To begin the week, Jason outlines the current market outlook scenarios of the UBS Chief Investment O...
Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management
29 Apr 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 'More inflation data'
29 Apr 2024
Contributed by Lukas
Preliminary consumer price inflation numbers for April are due from Germany and Spain. There are no ...
Talking Markets: Equities edition with Dan Suzuki of Richard Bernstein Advisors
28 Apr 2024
Contributed by Lukas
Dan rejoins the podcast to provide his near-to-medium term outlook for the US economy, monetary poli...
Top of the Morning: The week in review and preview
26 Apr 2024
Contributed by Lukas
As we close out another week (and the month of April), Frank and Barry recap fixed income performanc...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 4)
26 Apr 2024
Contributed by Lukas
On this week’s episode, Burkhard reflects on April’s market performance and whether potential ad...
Washington Weekly Podcast: Decision ’24 Polling, Agenda for Congress, US-China relations
26 Apr 2024
Contributed by Lukas
This week we examine what national polling in currently pointing to for the race for the White House...
UBS On-Air: Paul Donovan Daily Audio 'Next price measure, please'
26 Apr 2024
Contributed by Lukas
Markets exhibited a naïve belief in the accuracy of economic data yesterday. US first quarter GDP w...
Top of the Morning: The CEO Macro Briefing Book quarterly update
25 Apr 2024
Contributed by Lukas
Jason and Paul rejoin the podcast in-studio to discuss the second edition of the new CEO Briefing Bo...
UBS On-Air: Paul Donovan Daily Audio 'Guessing games'
25 Apr 2024
Contributed by Lukas
The US releases its first guess at first quarter GDP (a generally accurate number should be availabl...
Top of the Morning: How to prepare for (potentially) higher taxes
24 Apr 2024
Contributed by Lukas
As US taxes are expected to rise (especially for wealthy families), spanning income tax, capital gai...
How should I be positioned? with Matt McLennan (First Eagle) and Jason Draho (UBS CIO)
24 Apr 2024
Contributed by Lukas
Matt rejoins Jason in the studio for a discussion around the US macroeconomic environment, including...
UBS On-Air: Paul Donovan Daily Audio 'US defunds Gen Z'
24 Apr 2024
Contributed by Lukas
The US Senate has passed legislation defunding parts of Gen Z, with a ban on TikTok being allowed in...
Top of the Morning: Fixed Income Strategist - Q2 outlook
23 Apr 2024
Contributed by Lukas
Our conversation outlines performance expectations for fixed income over the next few months, along ...
UBS On-Air: Paul Donovan Daily Audio 'Is sentiment saying anything'
23 Apr 2024
Contributed by Lukas
Another blast of business sentiment opinion polls will be trying to get attention today. European bu...
Top of the Morning: CIO Strategy Snapshot - The 6% economy
22 Apr 2024
Contributed by Lukas
The markets have been faced in recent weeks with notable economic data releases, updated views on th...
UBS On-Air: Paul Donovan Daily Audio 'Details, details'
22 Apr 2024
Contributed by Lukas
Structural change is a challenge. Data becomes less reliable, and traditional economic relationships...
Middle East Escalation: Outlook and implications
20 Apr 2024
Contributed by Lukas
Tensions in the Middle East continue to rise following Iran’s attack on Israel. To discuss the lat...
Washington Weekly Podcast: Geopolitics roundup, Congressional aid packages
19 Apr 2024
Contributed by Lukas
In the wake of recent direct conflict between Israel and Iran, Shane recaps where the conflict stand...
Top of the Morning: The week in review and preview
19 Apr 2024
Contributed by Lukas
As we conclude another trading week, we reflect on the start of the Q1 corporate earnings season, an...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 3)
19 Apr 2024
Contributed by Lukas
On this week’s episode, Burkhard explains how a young statistician saved the lives of many Air For...
UBS On-Air: Paul Donovan Daily Audio 'Safe havens sought—for now'
19 Apr 2024
Contributed by Lukas
Financial markets are having to assess political risks—something markets are ill-equipped to do. U...
UBS On-Air: Paul Donovan Daily Audio 'The destructive power of economic nationalism'
18 Apr 2024
Contributed by Lukas
US President Biden called China “xenophobic” in comments highlighting China’s structural econo...
How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)
17 Apr 2024
Contributed by Lukas
Torsten rejoins Jason in the studio for a discussion around the US macroeconomic environment, includ...
UBS On-Air: Paul Donovan Daily Audio 'The problems with Powell'
17 Apr 2024
Contributed by Lukas
Federal Reserve Chair Powell is not an economist. Not everyone can be an economist, but central bank...
ElectionWatch 2024: The race, the world, and investments
16 Apr 2024
Contributed by Lukas
Listen to our first ElectionWatch virtual event, where Solita Marcelli, Chief Investment Officer Ame...
3 Levels Podcast: The basics of investing and financial planning
16 Apr 2024
Contributed by Lukas
This new monthly podcast focuses on topics that help families understand the basics of investing and...
UBS On-Air: Paul Donovan Daily Audio 'Unsurprisingly surprising'
16 Apr 2024
Contributed by Lukas
China’s official first quarter GDP data reported surprising strength. Unsurprisingly, this surpris...
Top of the Morning: CIO Strategy Snapshot - Putting up with it
15 Apr 2024
Contributed by Lukas
Following an eventful couple of weeks in the markets, spanning upside surprises in macro data to geo...
UBS On-Air: Paul Donovan Daily Audio 'Tensions and ignoring tail risks'
15 Apr 2024
Contributed by Lukas
Markets are relatively calm in the wake of events in the Middle East. This may seem peculiar, but ma...
Talking Markets ‘Muni edition’ with Jon Mondillo (abrdn) & Kathleen McNamara (UBS CIO)
14 Apr 2024
Contributed by Lukas
Kathleen and Jon discuss a wide range of topics, including considerations when it comes to muni dura...
Macro Monthly Podcast with UBS Asset Management
13 Apr 2024
Contributed by Lukas
Hear from top investment professionals from the UBS Asset Management’s Multi-Asset Team.
Viewpoints with Burkhard Varnholt - A global markets podcast
12 Apr 2024
Contributed by Lukas
On this week’s episode, Burkhard explains what investors can learn from stock market all-time-high...
Top of the Morning: The week in review and preview
12 Apr 2024
Contributed by Lukas
We recap the week that was, including a look at the March CPI print and the potential implications t...
Washington Weekly Podcast: Ukraine Aid, House Speaker Johnson, Technology export controls
12 Apr 2024
Contributed by Lukas
Our conversation revisits ongoing debate up on Capitol Hill over aid packages for both Ukraine and I...
UBS On-Air: Paul Donovan Daily Audio 'Prices, policy, and politics'
12 Apr 2024
Contributed by Lukas
ECB President Lagarde signalled nothing markets did not already know yesterday. Rate cuts are coming...
UBS On-Air: Paul Donovan Daily Audio 'Inflation comes unstuck'
11 Apr 2024
Contributed by Lukas
Inevitably markets reacted to US consumer price inflation headlines, but the details did matter. The...
Talking Markets ‘Equities edition’ with Melda Mergen (Columbia Threadneedle) & David Lefkowitz (UBS CIO)
10 Apr 2024
Contributed by Lukas
With a strong Q1 behind us, Melda and David outline their thoughts on current valuations, along with...
UBS On-Air: Paul Donovan Daily Audio 'Details, details'
10 Apr 2024
Contributed by Lukas
US March consumer price inflation data is due. Inflation is a complex subject (reasonably priced, wi...