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Feb 2025
2m 30s

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

CLIENT STRATEGY OFFICE
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
Navigating macroeconomic & geopolitical risks with Jordan Brooks, AQR Capital Management
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15m 4s
Yesterday
Top of the Morning: Emerging Markets - Investing in Brazil
A look at the investment case for Brazil, and why the environment of today differs from that of the past. We also discuss the implications of a weaker US dollar, global trade tensions, and the direction monetary policy to Brazilian assets. Plus, an overview of risk considerations ... Show More
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Yesterday
UBS On-Air: Paul Donovan Daily Audio 'The new tax wave'
US President Trump announced the start of a new wave of taxes on US consumers, with a 25% tax on US citizens who want to buy products from South Korea and Japan. Other countries’ exports also received higher tax rates, but it seems a wasted effort to analyze every Trump social me ... Show More
2m 51s
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