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May 2023
15m 28s

Washington Weekly Podcast: Latest on Deb...

CLIENT STRATEGY OFFICE
About this episode
Our conversation breaks downs where we stand today on negotiations surrounding the US debt-ceiling, including what’s at stake, what’s being debated and the implications of an extension. We also provide an update on the US southern boarder in the wake of Title 42 coming to an end. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public ... Show More
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Today
Top of the Morning: US Financials - Sector update & outlook
We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst ... Show More
9m 10s
Today
UBS On-Air: Paul Donovan Daily Audio 'Policy discussion in a data vacuum'
French politicians have been doing politics. This week’s prime minister, Lecornu, has suggested that a majority of national assembly members favor seeking a compromise budget. The suggestion is less fiscal tightening than was originally proposed. French assets are likely to conti ... Show More
2m 44s
Yesterday
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 47)
On this week’s episode of Viewpoints, Burkhard acknowledges the third birthday of the current bull market and explains whether the bull has further room to run - assessing where are now and where we may be heading from here. 
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