UBS On-Air: Paul Donovan Daily Audio 'Still not hiring'
The September US employment report was finally released. This data’s quality has deteriorated dramatically—not because of the shutdown, but because survey response rates have been weak for some time, and the seasonal adjustment process in September has been a distortion in recent years. Payrolls rose, but so did the unemployment rate.
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UBS Year Ahead 2026 - Escape velocity?
As 2025 nears an end, Jason Draho outlines the market and macro expectations of the UBS Chief Investment Office for 2026. We also consider whether AI can power the market even higher? How will governments manage rising debt? And how will politics shape markets in 2026? Plus, a review of key portfolio messages and positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 52)
On this week’s episode of Viewpoints, Burkhard shares his thoughts on what’s driving recent market momentum and the contributing factors to selling pressure. With year-end approaching, we also dive into CIO’s investment expectations for 2026. Plus, some boots-on-the-ground insights from Doha, Qatar into the profound transformation of the Gulf economies.
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UBS On-Air: Paul Donovan Daily Audio 'The exciting tale of the Federal Reserve'
The Federal Reserve minutes offered some excitement, and it is not often that an economist gets to write those words. “Many” members of the Fed were opposed to the idea of a December rate cut. The Fed will not have a great deal of new information before it meets next month (thanks to the government shutdown), leading markets to reduce expectations for another rate cut this year.
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UBS On-Air: Paul Donovan Daily Audio 'Markets, not macroeconomics'
Market volatility does not necessarily reflect shifts in the economic outlook. While some companies have suggested moderating consumer demand in the US, this may be just reflecting shifts in consumption patterns around the timing of trade tariffs, and should not be extrapolated into broader macroeconomic trends. The Federal Reserve minutes may offer more insight into the economy (at least as perceived by policy-makers).
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