

Paul Donovan
Chief Economist at UBS Global Wealth Management, offering macroeconomic commentary on U.S. data quality, inflation perception and fiscal risks.
Top 10 podcasts with Paul Donovan
Ranked by the Snipd community

154 snips
Feb 3, 2025 • 21min
The Tariff Announcement That Shocked Financial Markets
Paul Donovan, chief economist at UBS Global Wealth Management, shares insights on the recent shockwaves in financial markets caused by aggressive tariffs on imports from Canada, Mexico, and China. He explains the financial burden these tariffs impose on U.S. consumers and their potential inflationary effects. Donovan also delves into how tariffs impact international trade dynamics, the complexities of modern supply chains, and the potential reactions from central banks. His expert analysis helps untangle the ongoing implications of these economic moves.

57 snips
Apr 11, 2025 • 51min
UBS’ Paul Donovan on Tariff Trouble, Swiftonomics & Republican Swings | #579
Join Paul Donovan, Chief Economist of UBS Global Wealth Management, as he demystifies economic trends with clarity. He discusses the ramifications of tariffs on inflation and consumer behavior, observing a notable shift from goods to experiences. The conversation delves into Japan's economic transformation due to demographic shifts and examines the reliability of economic data amid rising political polarization. Paul also touches on how the emotional dynamics between Republicans and Democrats impact consumer sentiment and economic outlooks.

25 snips
Dec 11, 2024 • 1h 5min
GM76: Are We Being Deceived by Economic Data? ft. Paul Donovan
Join Paul Donovan, Chief Economist of UBS Global Wealth Management, as he navigates the tangled web of economic data and public perception. He discusses the structural challenges facing Europe, questioning if current pessimism is exaggerated. Donovan highlights the impact of mismeasured data on our understanding of economic health, and examines the implications of U.S. tariffs on inflation and Federal Reserve policy. He also draws intriguing parallels between Europe’s economic trajectory and Japan’s stagnation, providing deep insights into global economic trends.

6 snips
Jun 30, 2023 • 35min
Surveillance: Rajappa's Recession Call
Subadra Rajappa, Societe Generale Head of US Rates Strategy, sees a recession in the first half of 2024. Tom Forte, DA Davidson Sr. Research Analyst, discusses Apple as Citi sees another 30% upside. Paul Donovan, UBS Global Wealth Management Chief Economist, says we're seeing disinflation. Max Kettner, HSBC Chief Multi-Asset Strategist, says he struggles to see a big downside surprise in earnings. Clint Henderson, The Points Guy Managing Editor, discusses airline delays persisting ahead of the holiday weekend. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

5 snips
Oct 6, 2025 • 26min
Bloomberg Surveillance TV: October 6th, 2025
Jordan Rochester, Head of FICC Strategy at Mizuho, analyzes the implications of Sanae Takaichi's expected rise as Japan's next prime minister and its potential impact on financial markets. Paul Donovan, Chief Economist at UBS, discusses how the U.S. government shutdown affects economic data reliability and the risks of permanent federal layoffs. Jay Goldberg, Senior Analyst at Seaport Research Partners, critiques the current AI-driven market enthusiasm, suggesting it may be bubble-like and highlighting the constraints on investment in AI infrastructure.

5 snips
Feb 15, 2024 • 28min
Bloomberg Surveillance: Jobless Claims and Retail Sales
UBS Global Wealth Management Chief Economist, Liz Young from SoFi, former US Ambassador to Israel, and Lisa Mateo from Bloomberg discuss topics including economic data, markets, the political situation in Israel, leadership and partnership in finance, and the challenges faced by teachers in teaching social and political issues.

4 snips
Jun 24, 2024 • 16min
CIO Global Livestream: Rates, China, AI, US elections: Our 2H outlook
The podcast features Min Lan Tan, Paul Donovan, and Sundeep Gantori discussing topics like global rate cutting, US election impact on markets, predictions for Asian asset classes, implications of the US election on Asia, and insights on AI investments and valuations.

Jul 13, 2025 • 14min
Scapegoat economics and the cost of prejudice politics
Paul Donovan, UBS Global Wealth Management Chief Economist, dives into the complexities of scapegoat economics and prejudice politics. He discusses how certain groups, especially immigrants, are unjustly blamed for economic woes, masking underlying issues. Donovan explores the dangers of economic nationalism, emphasizing that irrational choices can harm market efficiency. He also highlights the cyclical nature of political scapegoating in the U.S. and the potential repercussions of upcoming trade tariffs on competitiveness and pricing.

Jun 29, 2025 • 18min
‘Global Wealth Report 2025’: What are the trends and drivers of wealth creation?
Join Paul Donovan, Chief Economist at UBS, and James Mazeau, Economist in UBS Global Wealth Management, as they unpack fascinating trends shaping global wealth. They discuss the rise of everyday millionaires and the complexities of measuring wealth distribution. Key insights include the great wealth transfer, the increasing prominence of wealthy women, and the emergence of new millionaire profiles, like the 'Emily.' Discover how shifts in generational wealth are changing the landscape of wealth management and the importance of thoughtful economic analysis.

Mar 6, 2025 • 25min
Across the Pond: Is Germany’s chancellor-in-waiting Merz the comeback kid?
Paul Donovan, Chief Economist for UBS GWM, dives into Germany's political and economic landscape, focusing on chancellor-in-waiting Friedrich Merz's push for independence from the U.S. and plans for increased defense and infrastructure spending. The discussion highlights the surprising resilience of Germany's DAX index amid geopolitical tensions and examines consumer confidence despite recent economic challenges. Donovan also explores broader Eurozone dynamics and the potential impact of demographic trends on Europe's economic future.