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Paul Donovan is responsible for formulating and presenting the UBS Investment Research global economic view, drawing on the bank’s world-wide resources. Paul co-authors the Global Economic Perspectives publication with other members of the Global Economics team and writes Global Economic Specials that focus on key topics of interests to investors. 

Paul Donovan recently

Economic commentary discussing the current issues that are affecting economies and financial markets around the globe.

  1. Inflation time

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  2. The Chinese are alright

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  3. Bullard the bull?

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  4. The upside risk to growth

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  5. Insight and anecdote

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  6. Euro area in focus (unfortunately)

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Three pillars of policy tightening

(October 2014)
Central bank policy is already being tightened. The problem is that in the world after quantitative policy, central bank policy can no longer be represented by a simple interest rate line on a chart. Read more (PDF, 134 KB)

Previous articles
A parting of the ways (PDF, 139 KB) (September 2014)
Good education (PDF, 182 KB) (August 2014)
When are house prices a worry? (PDF, 148 KB) (July 2014)
Currencies and the collapse of globalisation (PDF, 183 KB) (June 2014)