UBS On-Air: Paul Donovan Daily Audio 'Policy and policy uncertainty'

UBS On-Air: Paul Donovan Daily Audio 'Policy ...

CLIENT STRATEGY OFFICECLIENT STRATEGY OFFICE

Up next

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 32)

How much longer will uncertainty last, and where might it all settle? Burkhard weighs in as investors continue to navigate everything from policy pivots to Fed independence to inflation, and much more. Plus, thoughts on how investors should react to a market recovery (or a deeper ...  Show more

 . 11min 53sec
Top of the Morning: Year Ahead - Equities edition

Our series of year ahead conversations continues as we focus on an outlook for equities and where opportunity can be found. Featured is David Lefkowitz, Head of Equities Americas, UBS Chief Investment Office. Host: Daniel Cassidy 

 . 17min 36sec

Recommended Episodes

Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election
Forward Guidance

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Nick Timiraos on Twitter https://x.com/NickTimiraos Nick’s work at WSJ: https://www.wsj.com/news/author/nick-timiraos Follow VanEck on Twitt ...  Show more

 . 1h 6min
The Drama at the Fed as It Debates Cutting Rates
The Journal.

The Federal Reserve faces a pivotal choice this week: cut interest rates to boost a cooling labor market, or hold firm to keep inflation in check. WSJ's Nick Timiraos breaks down the Fed's debate and high-stakes maneuvering as President Trump pushes to expand his influence over t ...  Show more

 . 18min 54sec
Trump, Zelensky Meet Face-to-Face
CNN This Morning

Face to face after weeks of turbulence, Presidents Trump and Zelensky will go one-on-one today in a high-stakes meeting that could very well shape the future of Ukraine. Plus, how the push to include DOGE cuts in the GOP's budget bill is complicating competing plans between House ...  Show more

 . 48min 7sec
11-21-24 Will Trump Tariffs Be Inflationary
The Real Investment Show (Full Show)

A preview of risks on the horizon, including Trump Tariffs, interest rates, and how debt and deficits are economic drivers. What are the effects on corporate profitability?Will valuations be problematic next year? Lance revews Nvidia's stellar quarterly report and analysts' expec ...  Show more

 . 45min 58sec