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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
The US’s grand economic experiment
This week we’re discussing potential economic overheating in the US. What is its “grand economic experiment” and how do the politics of the day explain it? Our panel will mull the possibilities and ask what impact the moves being made in Washington today could have further down the line.
Market volatility
This week we’re discussing a week of sell-offs in global equities. We’ll be asking our panel to explain what we’ve seen and to unpack some of the factors that might have prompted, or at least permitted, the week’s volatility. As ever we’ll gauge what the next steps might be –…
The eurozone economy
Uncertainty and instability have long been the watchwords but recent data suggests that the bloc has enjoyed close to best-in-a-decade performance over the past year. With growth bettering even the US and with break-up concerns seemingly averted, our panel unpacks the numbers and assesses what this means for investors.
Achieving the United Nations’ Sustainable Development Goals
This week we’re in Davos, as the World Economic Forum wraps up for another year. Our focus is a new UBS white paper focusing on partnerships for the United Nations Sustainable Development Goals, which the bank sees as a crucial part of “Creating a Shared Future in a Fractured World”,…
Earnings season
Many analysts are striking an optimistic note, with earnings and revenues set for solid rises in Q4. In the US in particular, many sectors are set for gains, with some areas primed for more significant progress. With strong fundamentals and the US economy growing, we’ll ask our panellists where opportunity…
From factory to laboratory: China’s transformation
We’re at the UBS Greater China Conference, the leading financial forum exploring the big ideas, trends and challenges that will shape China in the years ahead. The theme of this year’s iteration is ‘From factory to laboratory: China’s transformation’. Today we hear from our expert panel on that topic, explore…
China’s technology sector in 2018
As technology giants look to carve up more of the global pie, Chinese players enjoy several home-court advantages. Could this pay off not just at home but in new battlegrounds abroad, in 2018 and beyond?
Looking ahead to 2018
We look at four key trends that will shape 2018: technological disruption, sustainability, the ending of a decade of easing and geopolitical flux. With the help of the UBS Year Ahead report, its author and our usual expert panel, we set the agenda for the coming year.
Looking back at 2017
In this special seasonal episode, we review the past 12 months, heading around the globe to hear from some of our leading analysts about the stories that have informed the year in their cities.
For the love of art
This week we train a critical eye over a UBS Investor Watch Pulse Report published during Art Basel Miami Beach. The piece explores art, collectors and collecting. We’ll hear how passion trumps profit when it comes to building and maintaining a collection. We explored this theme recently but on this…
