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Oct 2023
4m 20s

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

CLIENT STRATEGY OFFICE
About this episode
Hamas’ attacks in Israel weakened the shekel and increased oil prices. The Bank of Israel pledged to intervene in the foreign exchange markets and provide dollar liquidity to domestic banks. There is little sign of a broad safe-haven bid for the dollar, at this stage. Investors’ concerns about an escalation of the conflict to include Iran have prompted oil p ... Show More
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Today
UBS On-Air: Paul Donovan Daily Audio 'The rate debate'
US July personal income and spending data is due. The middle income consumers’ relatively strong starting point for the year has helped to sustain consumption, although political polarization has created some distortions in spending. Consumption remains the key focus for overall ... Show More
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Yesterday
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 45)
On this week’s episode of Viewpoints, Burkhard reflects on and share takeaways from his UBS summits on longevity, and shares perspective around the connection between longer lives and rising markets. Plus, a look at where to find opportunity in the current environment. 
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The US provides another official estimate of second-quarter GDP. These numbers will be revised further in the future. Policy expectations distorted demand patterns for domestic consumers, but the relative strength of the middle-income US household balance sheet late last year pro ... Show More
2m 13s
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