Follow Paul Donovan

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. Open issues

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  2. Needs more crisis

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  3. The minutes tick by

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  4. Data, dubiousness and distortions

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  5. Japanese consumers expect inflation (no surprise there)

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  6. The bond slouch

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Appearances in the media

Which central banks matter

(January 2015)
The start of 2015 has brought with it a flurry of central bank activity…. Does any of this matter beyond the boundaries of the monetary area governed by the relevant central bank? Read more (PDF, 115 KB)

Previous articles
Rebutting floating exchange rate fantasies (PDF, 156 KB) (December 2014)
How OPEC is helping global growth (PDF, 147 KB) (November 2014)
Three pillars of policy tightening (PDF, 134 KB) (October 2014
A parting of the ways (PDF, 139 KB) (September 2014)
Good education (PDF, 182 KB) (August 2014)