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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
Are central banks taking away the punchbowl?
Has there been something of a golden age of central bank support – and is it coming to an end? Our experts discuss the performance of these institutions since the financial crisis and consider how long their accommodative policies might continue.
Philanthropy in China
We discuss ‘Values and Vision: Perspectives on Philanthropy in 21st Century China’, an exploratory study of philanthropic giving among China’s wealthy. Philanthropy in China is in a state of expansion, experimentation and evolution. Our special guests track the trends and developments in the sector, explain the priorities and purposes of…
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 polls. But after a shaky, and frankly unconvincing, campaign the electorate dealt her a sizable blow:…
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 reacted badly, do stable foreign-exchange reserves suggest that China should have this slowdown under better control…
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 the German economy picking up speed in the first quarter, with GDP expanding by almost two-and-a-half…
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 has been extraordinarily low. We’ll ask our expert panellists to explain why, historically, low volatility hasn’t…
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. Plus: what does all this mean for investors?
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 about how ongoing political volatility and unpredictability are affecting both markets and investment strategy, and we’ll…
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 and who have been tracking it through its formative weeks, looking at decision-making, policy implementation, diplomacy…
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 to Asia annually. We’ll explore that data with the report author and a top equity analyst,…
