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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 world’s currency
This week we look at the performance of the US dollar and explore whether an easing in its strength could mark a turning point for commodities and emerging markets. We consider how Europe might fare if the euro begins to strengthen and look to China to ponder whether a future…
US inflation
This week we look to the US and do some number crunching on inflation. It’s been rising for a few months now so is this a sign that the Fed is a bit behind the curve? Or could it be that the “end of the economic cycle is nigh”? Maybe…
Brazil
We take the temperature of Brazil’s turbulent political scene and gauge its impact on the economy. We mull over the key considerations for local and global investors and discuss potential developments that could influence everything from employment to currency.
Annie Leibovitz
In a very special edition of the programme we visit the San Francisco leg of the travelling exhibition of Annie Leibovitz’s ‘Women: New Portraits’. Launching there this week was Women on Women, a series of talks discussing the changing role of women in society and featuring insights from the likes…
Primary colours
We’re back in the US taking the temperature in the race for the White House. With another big week of primaries behind us, we gauge the current status of the polls and consider the possible economic impact of some potential outcomes.
Brexit threat
This week we’re looking ahead to June’s EU in-out referendum vote here in the UK, gauging the potential outcomes and asking what a so-called “Brexit” from the EU could mean in economic terms.
Nobel perspectives
Ahead of International Women’s Day on Tuesday 8 March, we look at the extraordinary career of Elinor Ostrom, who remains the only female to be awarded the Nobel Prize for Economic Sciences.
Points of interest
We shine the spotlight on interest rates. As more rates head into negative territory and markets around the world react, we ask whether these rates are the “new normal” and consider the likely impact on savers and investors.
The China Challenge
This week we assess the challenges confronting China, including over-investment, demographic changes, slowdown and forced growth.
Pegged currencies
This week we pick apart pegged currencies and consider how the mechanisms and structures behind them come under pressure during times of market turbulence. We look at some contemporary problem areas and recall some famous historical examples of mechanisms that have unravelled.
