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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
Real-estate bubbles
The UBS Global Real Estate Bubble Index is in the spotlight. We hear how real-estate prices uncouple from the real economy when inexpensive financing is combined with bullish expectations. We check-in with cities that…
Re-emerging markets?
We ask whether there are signs of a bottom in the underperforming EM sector – and if so, what are the prospects of a longer-term return to the glory days of the early 2000s?
One year to go…
A year to the day before the US Presidential election we take an informed look at the candidates in the running, assess the economic issues that could define the race and consider the market…
Is the oil comeback for real?
We explore the future of the global oil market. The price of oil has rallied in recent weeks but with various false dawns for crude producers in 2015, will this time be different?
The spectre of high-yield bonds
We explore the pros and cons of high-yield bonds and examine which regions offer the most potential.
Trade winds
We explore the Trans-Pacific Partnership from its long genesis to its recent breakthrough. We consider its meaning for the Obama administration, its economic significance and the role that the signatories – and those left…
Investing in sustainable development
This week we’re examining the recent adoption by the United Nations General Assembly of the new Sustainable Development Goals that will help drive global development in the coming decades. We will explore the broader…
Corporate problems
We take stock of a turbulent week for the shares of some big corporate players. We track the moves and ask what’s shaped the landscape and how do shifts in single stock risk affect…
Europe’s political uncertainty: the end of consensus?
With increasing political polarity across parties, the successes of anti-establishment groups and the spectre of further fragmentation through devolution and even independence movements, there are profound challenges facing the continent. Our experts and analysts…
Prices and Earnings
With the release of the 16th edition of UBS’s Prices and Earnings study, we examine purchasing power around the globe with a focus on North vs South America.
