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May 2024
2m 26s

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

CLIENT STRATEGY OFFICE
About this episode
European Central Bank President Lagarde did, after all, offer policy comments yesterday—in an Irish TV interview. Lagarde signaled a June Euro area rate cut is coming, because inflation is under control. Markets already expect this. Currently, US inflation is the same as that of Europe when measured on a like-for-like basis, so why is the Federal Reserve del ... Show More
Up next
Yesterday
UBS On-Air: Paul Donovan Daily Audio 'A standard Powell speech'
Federal Reserve Chair Powell’s speech at Jackson Hole last week was classic Powell. That is not a terribly good thing. Powell signaled an increased probability of a September rate cut to counter the damage of trade taxes on the US economy. Markets liked that. But this was essenti ... Show More
2m 26s
Yesterday
Ahead of the curve with Ulrike Hoffmann-Burchardi
Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This ... Show More
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Aug 22
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16m 50s
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