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Feb 2025
2m 30s

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

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About this episode
Yesterday’s US consumer price data provoked some unease in bond markets. This is mainly the fault of Federal Reserve Chair Powell—not because Powell’s policies drove inflation higher, but because Powell’s “data dependency” mantra means markets overreact to any data point. Egg prices are not controllable (not even by presidential executive order), but the fac ... 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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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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