US fourth quarter GDP data is revised today. This does not give us a slightly less ill-informed picture of economic activity at the end of last year, but it is still likely to miss quite a lot that is going on in the economy. Economies are changing faster than statisticians, and things like home working and self-employment are challenges—to say nothing of re ... Show More
Apr 2025
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
11m 53s
Nov 2023
Macro Monthly Podcast with UBS Asset Management
Hear from top investment professionals from the UBS Asset Management’s Multi-Asset Team, this month featuring Evan Brown, Portfolio Manager and Head of Multi-Asset Strategy, and Enrique Davila, Multi-Asset Investment Specialist.
19m 14s
Apr 2023
The case for stepping back when talking about the economy
Talking about the economy nowadays is a miserable affair — inflation, inequality, and other topics dominate an increasingly negative discussion. But over the longer term, the U.S. economy has actually outperformed when compared to nearly every other advanced economy, a recent iss ... Show More
8m 14s
Feb 2023
Productivity has been on a decline, but we can fix it
Worker productivity has been on the downswing for the better part of the last decade and a half, a new report from the McKinsey Global Institute finds. The good news for the economy, according to McKinsey Director Olivia White, is that there are ways that trend can be reversed. W ... Show More
7m 28s
Sep 2023
Andrew Sheets: GDP, Inflation and a Possible Government Shutdown
<p>Corporate credit is likely to continue outperforming, even if downward revisions to GDP, sticky inflation data and a potential government shutdown could mean a less restrictive approach from the Fed.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Mark ... Show More
3m 9s