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Aug 2024
2m 22s

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

CLIENT STRATEGY OFFICE
About this episode
The US employment report for July is due. Like Orwellian newspeak, this can often mean the reverse of what it says it means. The household and establishment surveys portray contrasting pictures of employment (and both have shocking response rates). Immigration, self-employment, automation, and switching to higher quality jobs all play a role in messing with ... Show More
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Today
UBS On-Air: Paul Donovan Daily Audio 'Policy discussion in a data vacuum'
French politicians have been doing politics. This week’s prime minister, Lecornu, has suggested that a majority of national assembly members favor seeking a compromise budget. The suggestion is less fiscal tightening than was originally proposed. French assets are likely to conti ... Show More
2m 44s
Yesterday
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 47)
On this week’s episode of Viewpoints, Burkhard acknowledges the third birthday of the current bull market and explains whether the bull has further room to run - assessing where are now and where we may be heading from here. 
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UBS On-Air: Paul Donovan Daily Audio 'How bouncy is the bounce back?'
Economists traditionally do not worry too much about the growth impact of US government shutdowns, as the short-term loss of economic output tends to be paid back with an economic bounce when government reopens. It is still a net negative—contractors are not compensated for lost ... Show More
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