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Jan 2025
2m 31s

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

CLIENT STRATEGY OFFICE
About this episode
The Federal Reserve did nothing on rates, which seemingly displeased US President Trump. Uncertainty about the inflationary impact Trump’s policies might reduce the chance of a March rate cut, but characterizing policy as restrictive does suggest future rate cuts are plausible. Overt criticism of the Fed by Trump risks tilting the Fed toward hawkishness in a ... 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. 
11m 6s
Yesterday
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
2m 41s
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