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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.

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The global economy is stronger than you think

(March 2016)
In financial markets there is an adage: “you can’t trust Chinese data”. This is unfair to China – not because Chinese data is reliable, but because economic data from other countries is also unreliable…… Read more (PDF, 342 KB)

Previous article
What lies beneath (PDF, 281 KB) (February 2016)
Economists are calm, even if equities are not (PDF, 281 KB) (January 2016)
Why markets will keep getting the Fed wrong (PDF, 294 KB) (December 2015)
One direction splits (PDF, 260 KB) (November 2015)
US and European growth to shine in 2016 (PDF, 111 KB) (November 2015)
The imminent inflation increase (PDF, 383 KB) (October 2015)


Video appearances

Please be aware that all these links take you to external websites.

January 2016:

Dollar May Weaken Even as Fed Raises Rates

September 2015:

Has China caused an Asian crisis?
What happens if the Fed lifts off in September?

August 2015:

Can Japanese equities rise without a weaker currency?
Will Chinese volatility spill over to its economy?

July 2015: 

Will the equity bull market continue?