Today witnesses the extreme hype of US employment data. Today’s data also has annual benchmark revisions, which will confuse the headlines. Weirdly, the US Bureau of Labor Statistics has cancelled all briefings explaining data. This is not necessarily helpful as data becomes more complex, inaccurate, and misunderstood. It has also fueled disquiet that the ne ... 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
The Most Closely Watched Trump Firing in Washington
<p>For many Americans, the government’s monthly jobs number was a pretty dull statistic — until a few days ago, when President Trump angrily fired the person responsible for producing it, the commissioner of the Bureau of Labor Statistics.</p><p>Now, from Washington to Wall Stree ... Show More
29m 21s
Mar 2025
Tariffs, Trade Spats and Big Cuts
The president says his dramatic moves will make the economy soar, but a new CNN poll says most Americans aren't buying that. Plus, it's deadline day for federal agencies to tell DOGE what to cut. How will this impact veterans, the IRS, and maybe even Social Security. Also,w hy so ... Show More
45m 20s