UBS Global Research Pod Hub

Listen to the topics that matter from our global economics, strategy & industry thought leaders

UBS Global Research Pod Hub

Tune in to our episodes for insights on the topics that matter from our global economics, strategy and industry thought leaders at UBS

UBS Global Research

Research podcasts

State of the US Economy – Where to from here?

26:53

Our Chief US Economist shares his views on the outlook for the world’s largest economy, Fed’s reaction path, impact of US presidential election and more. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

How similar is today's rally to the 1990s bull run?

19:43

Valuations are nearly as high & leadership nearly as narrow but this isn’t a 90s style bubble. Unfortunately we don’t have conditions for a long bull-run either *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

Deep Dive: Is Inflation’s Decline Over – I: US

18:37

The last US CPI print was hot amidst a tight labour market. After declining 6pp to close to ’18 levels, are we at the end of good news on US inflation? *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS)..

Will Trump 2.0 play out like Trump 1.0 did?

10:28

If Trump wins, will markets rise again? Investors underestimate the difference in starting points today, listen as Bhanu Baweja, Chief Strategist at UBS, shares two key lessons from the last 100 years of elections. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

Our 2024 European Equities Outlook

13:54

In this episode we recap sector highlights from last year and lay out what lies ahead for 2024 with Gerry Fowler, Chief European Equity Strategist and Head of Derivatives Strategy at UBS, and Sambuddha Ray, Head of EMEA Product Management for Economics and Macro Strategy at UBS. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).