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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. 

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

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Economists are calm, even if equities are not

(January 2016)
The start of 2016 has been a turbulent time in the world’s equity markets. The world’s economies have been far less volatile.... Read more (PDF, 281 KB)

Previous article
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)
#FreeTheFed (PDF, 384 KB) (September 2015)
1.6% - The Chinese figure that matters most (PDF, 327 KB) (August 2015)

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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?

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