logo
episode-header-image
Feb 2024
2m 23s

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

CLIENT STRATEGY OFFICE
About this episode
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
Up next
Today
UBS On-Air: Paul Donovan Daily Audio 'Masterful inactivity'
The Federal Reserve meeting minutes were a masterclass in the art of sitting on a fence. US President Trump’s trade tax inflation might be a one-off, or it might persist. The labor market may be weak enough to justify rate cuts, or not. Uncertainty over trade tax levels is a prob ... Show More
2m 58s
Yesterday
Navigating macroeconomic & geopolitical risks with Jordan Brooks, AQR Capital Management
Jordan Brooks serves as Principal and Co-Head of the Macro Strategies Group at AQR Capital Management. With no shortage of macroeconomic and geopolitical risks out there for investors to consider, Jordan explains what is top of mind for his team at AQR, and shares guidance when i ... Show More
15m 4s
Jul 8
Top of the Morning: Emerging Markets - Investing in Brazil
A look at the investment case for Brazil, and why the environment of today differs from that of the past. We also discuss the implications of a weaker US dollar, global trade tensions, and the direction monetary policy to Brazilian assets. Plus, an overview of risk considerations ... Show More
9m 53s
Recommended Episodes
Jul 2023
Some numbers Are Not Adjusted
On today’s show we are looking at one of the most convincing economic indicators in advance of next week’s Federal Reserve meeting. We hear politicians talking about how the economy is strong and how unemployment is near record lows. Inflation is coming down, but core inflation r ... Show More
5m 26s
Apr 2022
Econ Exploder: GDP
The Bureau of Economic Analysis released their quarterly gross domestic product report this week. It showed GDP shrank at an annualized rate of 1.4%. Not good. But there's a mix of stories in the details. We explain with the help of a bit of music. 
9m 22s
Jul 2022
SUMMER SCHOOL 2: GDP & What Counts
What even is "the economy"? And how do you measure it? Our path out of the economic darkness and into the light has been guided in large part by one single statistic: GDP. This week: the origins, history, and problems with the economic indicator to rule them all. | At this Summer ... Show More
25m 5s
Oct 2023
The Fed's Tom Barkin On the Impact of Higher Interest Rates
The US economy has so far withstood the effects of higher interest rates a lot better than expected. Unemployment is still at historic lows, even while inflation has cooled and the Federal Reserve has hiked rates for about 18 months. That's not how things are supposed to work acc ... Show More
43m 43s
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
Aug 2021
Return Of The Air Horn? Jobs Friday July Edition
The Bureau of Labor Statistics recently released the jobs report for July. The economy added nearly one million jobs. An economist helps us analyze these numbers. 
9m 21s
Jul 2022
Two recession Indicators
So are we in a recession or not? The jury is still out, but there are some warning signs. GDP is down and inflation is up. But how much do we know about the 'indicators' that tell us how the economy is doing? Today, the stories of two of our most important indicators, the Consume ... Show More
20m 11s
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
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. ----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Glob ... Show More
3m 9s