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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.

Please note, the next update by Paul Donovan will be available in late August.

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Rate cuts are better than negative rates

(July 2016)
Monetary policy has become increasingly complicated. We have rising interest rates in some parts of the world. Some… Read more (PDF, 250 KB)

Previous article

No referendum is an island (PDF, 252 KB) (June 2016)
Globalisation's last gasp (PDF, 322 KB) (May 2016)
The global economy is stronger than you think (PDF, 342 KB) (March 2016)
What lies beneath (PDF, 255 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)


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?