UBS On-Air: Paul Donovan Daily Audio 'Talk and taxes'
The economic calendar includes several central bank announcements, as well as the release of the Bank of Japan’s minutes. With limited investor focus on other central bank remarks, the Bank of Japan minutes may attract particular attention.
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2:35
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2:35
Top of the Morning: POTUS 47 - IEEPA hearing, Election Day, Government shutdown
Kurt drops by the studio to update on a variety of timely topics, including the implications of potential Election Day outcomes, the prospects for an end to the ongoing U.S. government shutdown, along with takeaways from President Trump’s recent trip to Asia. We also preview the Supreme Court’s hearing on the Trump administration’s use of the International Emergency Economic Powers Act (IEEPA). Featured is Kurt Reiman, Head of Fixed Income Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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18:56
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18:56
UBS On-Air: Paul Donovan Daily Audio 'Credit where credit’s due?'
If the US had a functioning federal government, we would be getting September trade data today. In theory, one could calculate US trade numbers by using bilateral trade data from other economies. Unfortunately, the rest of the world has been seeking to minimize trade tariffs by careful rerouting of exports, which makes it very difficult to identify what the US is buying using the data of those that are selling.
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2:27
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2:27
House Call: Talking Equity Markets with UBS Asset Management
Join Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios and Head of the Private Client US Equity Team with UBS Asset Management, as he shares a performance update for US equities. Host: Dominic Schagar, Senior Equity Investment Specialist. Recorded on 15.10.25
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20:13
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20:13
Top of the Morning: CEO Macro Briefing Book - 4Q25 update
Paul drops by the studio for an assessment of the market and macroeconomic environment as we make our way through 4Q25. We focus in on the upward momentum in U.S. equity market and equity valuations, along with potential implications of D.C. policy developments to small business owners. Featured is Paul Hsiao, Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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