The Bulletin with UBS

As Democrats reclaim the House and the Senate in the US midterms, Kurt Reiman of UBS discusses what this might mean for the future direction of fixed income, fiscal policy, debt, inflation and more.

See omnystudio.com/listener for privacy information.

Paul Donovan, UBS Global Wealth Management chief economist, explains why the inflation expectations of consumers, corporates and investors might not be relevant to those setting the policy course.

See omnystudio.com/listener for privacy information.

What would a post-midterms shift in the federal government – from unified to divided control – mean in state capitols and foreign capitals alike? UBS Election Watch editor Kurt Reiman joins us to explain.

See omnystudio.com/listener for privacy information.

What impact could the US midterms have on investors? William Carroll, the head of high-net-worth strategy in the US, and James Jack, the head of the UBS business owner client segment, discuss the latest UBS research.

See omnystudio.com/listener for privacy information.

The 2026 edition samples 3,100 night-net-worth collectors across 10 key global markets. Author Clare McAndrew, Matthew Newton of UBS and Noah Horowitz of Art Basel discuss the evolving behaviors and motivations of the cohort.

See omnystudio.com/listener for privacy information.

“Financial parenting” is the process by which each generation prepares the next for financial wellbeing. Marianna Mamou of UBS explains how our relationship with money begins long before we ever manage meaningful assets.

See omnystudio.com/listener for privacy information.

The 2026 edition analyses residential property prices and real estate trends across 23 major cities, with a spotlight on Zürich. Authors Matthias Holzhey and Maciej Skoczek of UBS discuss the findings.

See omnystudio.com/listener for privacy information.

As trillions of dollars move between generations, a new cohort is bringing different values and expectations to their investments. How can wealth managers adapt to these shifting priorities?

See omnystudio.com/listener for privacy information.

Andrew Dubinsky and Leslie Falconio explain why the Fed is making more hawkish comments. Plus: stronger-than-expected jobs data and sticky inflation have raised expectations of two rate hikes this year.

See omnystudio.com/listener for privacy information.

David Lefkowitz, Frederick Mellors and Kiran Ganesh of UBS discuss the durability of the AI investment cycle, the breadth and resilience of corporate earnings growth, and the path of inflation and monetary policy.

See omnystudio.com/listener for privacy information.