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The Bulletin with UBS
Insights from leading minds on global finance. Go beyond headlines for expert analysis on economic trends and key financial stories.
Latest Episodes
UBS Global Real Estate Bubble Index 2025
The 2025 edition analyses residential property prices in 21 major cities, providing insights into current global and regional real estate trends. Authors Matthias Holzhey and Maciej Skoczek of UBS discuss the findings.
Towards a sustainable ocean economy: Part II
Key contributors to a UBS white paper on the blue economy discuss how the vital system of the global oceans can be supported and sustained in the long term.
What does the Fed’s much-anticipated rate cut mean for investors?
The much-anticipated quarter-point Federal Reserve rate cut might be the first of several this year. But what does this week’s move mean for investors?
Déjà vu? What’s next for France?
New French prime minister Sébastien Lecornu is the fifth premier in under two years. UBS CIO for France, Claudia Panseri, discusses whether the Macron loyalist can galvanise the National Assembly and curb French borrowing.
Could stablecoins challenge banks and payment-service providers?
The UBS Wealth Management CIO’s ‘Digital Assets 101’ series explores important developments in the digital-asset landscape. Michael Bolliger, UBS CIO for emerging markets, joins to discuss the potential of stablecoins.
Nobel perspectives: Crafting economic knowledge for the real world, part two
We conclude our season of insights from Nobel laureates in economics whose expertise informs UBS’s approach to answering complex questions. 2016 winner Bengt Holmström reflects on crafting economic knowledge for the real world.
Nobel perspectives: Crafting economic knowledge for the real world, part one
Our latest special edition features two Nobel laureates in economics whose insights inform UBS’s approach to answering complex questions. 2021 winner David Card (pictured) and 2024 laureate Daron Acemoglu reflect on their experiences.
Nobel Perspectives: Market volatility, part two
The second instalment of our special edition featuring Nobel laureates in economics whose insights inform UBS’s approach to complex questions. 2016 laureate Bengt Holmström returns to discuss the uncertain times we live in.
Nobel Perspectives: Market volatility, part one
Special edition featuring Nobel laureates in economics, whose insights inform UBS’s approach to answering complex questions. 2021 winner David Card and 2024 laureate Daron Acemoglu (pictured) discuss the uncertain times in which we live.
Transformational innovation opportunities: AI, electrification and longevity
UBS expects structural trends such as AI, electrification and longevity to be the biggest long-term drivers in equity markets. Ulrike Hoffmann-Burchardi, GWM head of global equities, explains how smart investors can take advantage.
