UBS On-Air: Paul Donovan Daily Audio 'Perceptions of political puppeteering'

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

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

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 

Recommended Episodes

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

Fed's Powell sticks to his guns
Wall Street Breakfast

The Fed chairman reiterated a wait-and-see approach on rates with tariff impact uncertain. (0:15) Consumer confidence unexpectedly tumbles. (1:39) Trump lashes out at Israel and Iran. (2:04)Show NotesOil prices sink on Iran export expectationsDoughnut divorceSpeeding Tesla robota ...  Show more

Can the Fed stay independent?
Unhedged

President Donald Trump has loudly proclaimed his desire for lower interest rates. Jay Powell, chair of the Federal Reserve, responding to persistent inflation, has kept rates higher. And keeps mentioning that he can’t be fired. But is this true? Today on the show, the FT’s eco ...

  Show more

Swamp Notes: The Federal Reserve’s tariff dilemma
FT News Briefing

US President Donald Trump’s global trade war has made a mess for the Federal Reserve. Despite an encouraging US consumer price index report this week, there are major concerns about the inflationary nature of Trump’s tariffs. Meanwhile, the Fed has cut growth forecasts. And if ...

  Show more