UBS Securities Research
Daily round-up

Paul Donovan recently

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

  1. Summertime

    Blog post | Tags: Paul Donovan

  2. The curse of Sisyphus (for economists)

    Blog post | Tags: Paul Donovan

  3. Open issues

    Blog post | Tags: Paul Donovan

  4. Needs more crisis

    Blog post | Tags: Paul Donovan

  5. The minutes tick by

    Blog post | Tags: Paul Donovan

  6. Data, dubiousness and distortions

    Blog post | Tags: Paul Donovan

Appearances in the media

The secret story of capital spending

(May 2015)
The absence of a strong capital spending improvement has been one of the lamentable stories of the post global financial crisis recovery.. Read more (PDF, 133 KB)

Previous articles
The truth about inflation (PDF, 132 KB) (April 2015)
Being really, really wrong about the dollar
(March 2015)
A global lesson from Europe (PDF, 131 KB) (February 2015)
Which central banks matter (PDF, 115 KB) (January 2015)
Rebutting floating exchange rate fantasies (PDF, 156 KB) (December 2014)

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