Assorted business sentiment opinion polls are published, in an otherwise quiet data calendar. This, unfortunately, means that the surveys will get more attention than they deserve because talking heads have little else to talk about. Political polarization and biases in news cycles have depressed sentiment, which has tended to underperform economic reality.
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
Nov 2023
The Media is Missing Something Big in Biden’s Bad Polling Numbers
Today’s episode is about the question of the moment in politics: the meaning of Joe Biden’s terrible polling numbers. Today’s guest is Nate Cohn, chief political analyst at the New York Times, where he does public opinion, polling, demographics, and politics. We talk about the no ... Show More
50m 41s
Oct 2024
Spotlight on the US Elections
Three big things you need to know: First, our survey results, which are bottom-up in nature and driven by domestic policy views, imply that the event is relevant to US equity markets, but perhaps less so than some market participants may believe. For our US analysts, a Republican ... Show More
6m 30s
Apr 2025
NPR Poll: Many Voters Give Trump Failing Grade
As Donald Trump approaches the 100th day of his second term, most voters are not impressed. Majorities disapprove of his performance on key issues, like immigration and the economy, and almost half give his overall performance an F on an A through F scale. Only a slim majority of ... Show More
12m 29s
Mar 2025
Poll: Majority Thinks Trump Is Making Changes Too Quickly
In a new NPR/PBS News/Marist poll, a majority of respondents think the state of the union is not strong, and that President Trump is moving too quickly in trying to reshape the federal government. This episode: political correspondent Sarah McCammon, senior political editor and c ... Show More
14m 20s