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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 UK election
This week we’re discussing the outcome of Thursday’s general election in the UK. Prime minister Theresa May called the snap vote at a time when her incumbent Conservative party was flying high in the…
China slowdown
Chinese retail sales, fixed-asset investment and new-lending growth all fell in April in further signs that the economy is suffering from recent government measures to curb an unsustainable expansion in credit. Although commodities have…
Changing places: Europe & the US
Just a few months ago it was Europe facing the political risks and tepid economic data. But now that’s more a story for the US. Eurozone data has been strong, with recent numbers showing…
Calm or complacent?
This week: are markets just calm or are investors being complacent? Despite the fact that the US equity market suffered its worst trading day in around eight months this week, in the main, volatility…
En marche?
We discuss the challenges that lie ahead for France’s new president Emmanuel Macron following his sweeping election success, from industrial relations to structural reform, youth unemployment to his promise to cut €60bn in spending.…
Ballot and Brexit: UK update
Our expert panel looks ahead to next month’s UK general election and discusses how the early jockeying for position over Brexit talks is faring and what it might mean for investors. We’ll hear more…
Trump’s first 100 days
This weekend marks the first 100 days of Donald Trump’s presidency. We hear from some of the experts at UBS who had set out their expectations of the new administration prior to the inauguration…
AI in Asia
Artificial intelligence could have a major impact upon Asia – and the world at large. According to a new UBS CIO report, by 2030 it will have added up to $3trn of economic value…
Poll position
Polling and survey data came under fire last year as investors, like many others, were confounded by one political outcome after another. So how important are surveys for investors? Should we discount them or…
Has the US dollar had its day?
We ask whether investors should be positioning for a stronger or a weaker dollar and if stronger global growth led by the US inevitably means higher US-borrowing costs. Plus: is the fate of emerging…
