UBS Securities Research
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Paul Donovan recently

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

  1. Supporting growth

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  2. Prepare to overreact

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  3. Fed speakers on all sides

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  4. Getting cross

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  5. Inflation up and down

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  6. Chicken Little goes to China

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The Reform Club

(April 2014)
That custodian of the English language, the Oxford English Dictionary, describes a bubble as “anything fragile, unsubstantial, empty or worthless; a deceptive show”. Could this description apply to the current frenzy for “reform” that is seemingly sweeping the global economy?
Read more (PDF, 129 KB)


Previous articles
Fragile China (March 2014) (PDF, 269 KB)
Why the Fed is not worried by emerging market move (Feb 2014) (PDF, 283 KB)
Are virtual currencies as good as gold (December 2013) (PDF, 129 KB)
The future of food (October 2013) (PDF, 130 KB)
TTIP top TPP (August 2013) (PDF, 95 KB)

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