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UBS On-Air: Paul Donovan Daily Audio 'Camels through the eyes of fishhooks'
China and the US agreed to lower tariffs on USD 30bn of each other’s products. China’s consumers will pay lower taxes when buying camels from the US. US anglers face lower taxes when buying fishhooks from China. The amounts involved are sma
Signal over Noise: The real-world constraints to scaling AI
AI is advancing quickly, but turning that progress into profits depends on more than better models, with infrastructure availability and business adoption increasingly shaping the investment outlook. This episode explores why strong demand
Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
A fireside chat featuring Jeffrey Gundlach, Chief Executive Officer, Chief Investment Officer and Founder of DoubleLine Capital, hosted by Solita Marcelli, UBS Global Head of Investment Management, which covers the current market and macro
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 73)
On this week’s episode, we catch up with Burkhard following his recent visit to Uganda and Ghana as he shares how economic and business development and investment is influencing Accra’s rapidly evolving landscape.
UBS On-Air: Paul Donovan Daily Audio 'House problems'
US Treasury Secretary “House” Bessent faces something of a housing problem. Despite Bessent’s efforts, US mortgage rates rose above 7% yesterday. The exact level is not important (except to the media, ever enraptured by round numbers). The
UBS On-Air: Paul Donovan Daily Audio 'In bondage?'
US 10-year Treasury bond yields moved sharply above 5%, and the USDJPY exchange rate is back above 158. US Treasury Secretary “House” Bessent seems to be demonstrating the house does not always win. For Gen Z bond traders, a 0.15-percentage
UBS On-Air: Paul Donovan Daily Audio 'Spinning away from war?'
Markets have not fully regained their earlier optimism bias, but are a little more cheerful. Yesterday, US President Trump signed an agreement essentially reaffirming the status quo with Greenland and Denmark—but spun it as change. Could a
Top of the Morning: Open Enrollment Season considerations and decisions
Open enrollment season is right around the corner, and for many employees, that means making decisions about healthcare, insurance, retirement savings, and other workplace benefits. But how much thought should we really put into those decis
Sustainable Investing Perspectives: Investing in Global Transitions
This month’s episode focuses on investing in global transitions, bringing together experts from UBS Global Wealth Management and AGF. Featured are Melissa Amler, Senior Sustainable & Impact Investing Platform Specialist with UBS Global Weal
UBS On-Air: Paul Donovan Daily Audio 'Independent thinking'
Gulf states, meeting on the fringes of the United Nations gathering, have suggested peace talks between Iran and the US are not progressing. Markets are not, perhaps, too surprised to learn this. The Gulf states are indicating a long-term d
Top of the Morning: CIO Strategy Snapshot - Being Kevin Warsh
With one source of uncertainty having been removed in the near-term, following last week’s Fed rate hike, there remain other risk factors on the minds of investors. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investmen
CIO Fixed Income Roundtable Podcast Series
Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance and positioning update across fixed income sub-sectors. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, along
UBS On-Air: Paul Donovan Daily Audio 'Affordability, again'
US average diesel prices broke above USD 6.50 per US gallon for the first time ever. Since January 2025, overall price levels (measured by the consumer price index) are up 4.8%, with motor fuel prices up 17.0%, feeding perceptions of an aff
Signal over Noise: Three takeaways from three days in Silicon Valley
AI is giving robots new capabilities and attracting larger funding rounds, but rapid progress is also making tomorrow's leaders harder to identify. This episode draws on observations from Silicon Valley to explore the investment opportuniti
House Call: Talking Equity Markets with UBS Asset Management
A monthly discussion around the drivers behind equity market performance, along with the review of notable equity themes, positioning preferences, and a performance outlook. Featured are Jeff Hans, Portfolio Manager, Private Client US Equit
Washington Weekly Podcast: AI Safety, Congressional priorities post-Election Day
Amidst growing concerns over AI safety, Shane shares how the topic is currently being discussed and debated amongst Washington lawmakers. We also highlight the recent passage of the Sanctioning Russia Act, along with the list of Congression
Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover risk considerations, thematic focuses, and positioning recommendations from the UBS Chief I
UBS On-Air: Paul Donovan Daily Audio 'Policy peculiarities, and a productivity “miracle”'
The Bank of Japan raised rates, as expected. The decision was not unanimous, causing a modest market reaction. The yen has weakened—yelling “house” like a grandmother in a bingo parlor does not offset fundamental market pricing. August infl
Top of the Morning: FOMC reflections & US economy health-check
Following this week’s highly anticipated FOMC meeting, Andrew Dubinsky, US Economist from the UBS Chief Investment Office, drops by the studio to share takeaways and reflections on the meeting outcome, along with the implications of the rat
UBS On-Air: Paul Donovan Daily Audio 'The lesser of two evils'
Yesterday’s unanimous vote in favor of a US interest rate increase could be interpreted as defiance against political interference. Having raised once, the Federal Reserve is likely to raise again—to prove this rate increase was intentional
Top of the Morning: Fixed Income Strategist - Supply shifts
A look into the interplay and market dynamics of large government debt issuance and AI-related debt fundraising, factors that have been contributing to rising long-end yields, along with positioning preferences within the asset class. Featu
UBS On-Air: Paul Donovan Daily Audio 'A series of unfortunate events'
After the pandemic, the world’s central banks were subject to a series of unfortunate events: supply chain disruption, a war in Ukraine, profit-led inflation, tariffs, and a war in the Gulf. These one-off events raised inflation, but (bar p
Top of the Morning: CIO Strategy Snapshot - Just get on with it already
As financial markets are back in full swing post the summer holidays, investors are weighing fresh inflation data, health of the labor market, rising oil prices, and a notable upcoming Fed policy meeting. Plus, recent concern over AI safety
UBS On-Air: Paul Donovan Daily Audio 'Magic numbers'
China's latest economic data showed a lackluster domestic economy. Retail sales slowed, and were weaker than expected. Domestic investment plunged more than expected. Industrial production is being supported by external demand and China's s
Top of the Morning: The face of wealth is changing - Women investors
Marianna Mamou, Head of Advice Beyond Investing, sheds light on the evolving relationship between women investors and the wealth management industry. We discuss whether there is a need for a different approach when it comes to working with
Signal over Noise: How to position for the next wave of AI-led scientific breakthroughs
The recently reported AI-assisted solution to the Navier–Stokes problem points to AI’s broadening role in frontier scientific research, raising the question of where faster discovery could translate into investment value. This episode explo
Across the Pond: Europe’s political pendulum swings wider
Political polarization is testing Europe’s established parties and confronting markets with the prospect of larger policy shifts. Germany’s regional elections have brought the growing influence of parties outside the traditional mainstream
Washington Weekly Podcast: Missouri redistricting, GOP convention, 9-11 remembrance
This week, Shane talks about recent developments surrounding Missouri’s redistricting efforts, recaps President Trump’s keynote address at GOP midterm convention, and reflects on the 25th anniversary of the 9-11 attacks. Featured is Shane L
UBS On-Air: Paul Donovan Daily Audio 'Prices palooza'
It is a sad comment on the quality of communication by the US central bank that a single US consumer price inflation number can have so much sway over policy expectations. Single data points should not be relied on to this extent. If today’
UBS On-Air: Paul Donovan Daily Audio 'Policy and promises'
The ECB is almost certain to repeat its earlier policy rate error and unnecessarily raise interest rates. There is unlikely to be any inflation or economic growth impact, but a further rate increase erodes borrowers’ ability to manage futur
