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Feb 2025
2m 37s

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

CLIENT STRATEGY OFFICE
About this episode
New US Attorney General Bondi issued a flurry of memos, allegedly including a request to investigate companies pursuing diverse and inclusive workforces. That is economically significant. At a time of rapid structural change, companies need to employ the right person in the right job at the right time to maximize technological gains, with diverse views to sp ... Show More
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Yesterday
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 40)
On this week’s episode of Viewpoints, Burkhard weighs whether investors are entering the summer season with a sense of complacency as markets hover near all-time highs despite persisting uncertainty. We also touch on the prospects for Fed rate cuts in the coming months and the im ... Show More
9m 56s
Yesterday
Top of the Morning: The week in review and preview
Matt Tormey, Equity Strategist Americas from the UBS Chief Investment Office, joins Shiavon Chatman to recap the trading week - including an update on the latest developments surrounding US trade policy, and thoughts on current US equity valuations. Plus, a preview of the upcomin ... Show More
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UBS On-Air: Paul Donovan Daily Audio 'The retreat paradox'
The latest US tax increases were a 35% tax on products from Canada—in spite of Canadian concessions over digital taxes. It is not clear if the tax applies to all Canadian products, or just products not covered by the revised NAFTA (currently taxed at 25%), or to oil (currently 10 ... Show More
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