The US will be revising last year’s non-farm payrolls data. Markets have a heightened interest in the labor market, and these revisions are likely to be negative. However, this does not change anything about the economy. Making payrolls marginally less inaccurate is about spin, not substance. Consumers have been spending this year based on the labor market t ... 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
Aug 2025
What's Really Happening with the US Economy?
While the White House claims the US economy is booming, recent data indicates otherwise, with one report in particular fueling concerns about a weak job market. In response, President Trump fired the person responsible for producing the numbers he claims were "rigged." So what's ... Show More
56m 13s