http://www.ubs.com/research en Weekly Outlook - UBS Wealth Management Research UBS Wealth Management Research no Anton Fessler anton.fessler@audiop.ch The interviews focus on the week ahead and where the financial markets may be heading as well as the larger economic context. The interviews focus on the week ahead and where the financial markets may be heading as well as the larger economic context. # Economic Calendar Week 6 # EU summit number 1 in 2012 - will things look the same before and after? # US presidential election -will the election change anything? # Economic Calendar Week 6 # EU summit number 1 in 2012 - will things look the same before and after? # US presidential election -will the election change anything? # Economic Calendar Week 6 # EU summit number 1 in 2012 - will things look the same before and after? # US presidential election -will the election change anything? http://www.ubspodcast.ch/research/120203_WMR_Podcast.mp3 Fri, 03 Feb 2012 22:40:00 +0100 Sandro Merino and Andrew deBoo no 29:20 UBS, Podcast, markets, finance, Euro, Greece, Eurozone, USA, elections, Obama # Economic Calendar Week 5 # Begging for debt relief - can Greece really count on the banks? # Flourishing frontier markets -how reliable are these countries in the long run? # Economic Calendar Week 5 # Begging for debt relief - can Greece really count on the banks? # Flourishing frontier markets -how reliable are these countries in the long run? # Economic Calendar Week 5 # Begging for debt relief - can Greece really count on the banks? # Flourishing frontier markets -how reliable are these countries in the long run? http://www.ubspodcast.ch/research/120127_WMR_Podcast.mp3 Fri, 27 Jan 2012 10:00:00 +0100 Giorgio Cortiana and Andrew deBoo no 18:14 UBS, Podcast, markets, finance, Euro, Greece, frontier markets, Kuwait, Nigeria, Kazakhstan, Vietnam, Estonia # Economic Calendar Week 4 # AA+ as opposed to AAA - can the Grande Nation keep up with the German eagle? # The economic engine is stalling - will China also be drawn into the downward spiral? # Economic Calendar Week 4 # AA+ as opposed to AAA - can the Grande Nation keep up with the German eagle? # The economic engine is stalling - will China also be drawn into the downward spiral? # Economic Calendar Week 4 # AA+ as opposed to AAA - can the Grande Nation keep up with the German eagle? # The economic engine is stalling - will China also be drawn into the downward spiral? http://www.ubspodcast.ch/research/120120_WMR_Podcast.mp3 Fri, 20 Jan 2012 09:56:00 +0100 Andreas Höfert and Andrew deBoo no 22:58 UBS, Podcast, markets, finance, Euro, summit, China, Merkel, Sarkozy, Triple A # Economic Calendar Week 3 # Beating around the bush - will an EU summit finally deliver a solution? # Economic arms race in the Pacific - are the Yen and the Renminbi gaining range against the US dollar? # Economic Calendar Week 3 # Beating around the bush - will an EU summit finally deliver a solution? # Economic arms race in the Pacific - are the Yen and the Renminbi gaining range against the US dollar? # Economic Calendar Week 3 # Beating around the bush - will an EU summit finally deliver a solution? # Economic arms race in the Pacific - are the Yen and the Renminbi gaining range against the US dollar? http://www.ubspodcast.ch/research/120113_WMR_Podcast.mp3 Fri, 13 Jan 2012 09:58:00 +0100 Andreas Höfert and Andrew deBoo no 20:44 UBS, Podcast, markets, finance, Euro, summit, Japan, China, Yen, Renminbi # Economic Calendar Week 2 # The euro crisis in an infinite loop - how long can the currency union stay the course? # Powerplay for black gold - is Iran paving the way for a new oil crisis? # Economic Calendar Week 2 # The euro crisis in an infinite loop - how long can the currency union stay the course? # Powerplay for black gold - is Iran paving the way for a new oil crisis? # Economic Calendar Week 2 # The euro crisis in an infinite loop - how long can the currency union stay the course? # Powerplay for black gold - is Iran paving the way for a new oil crisis? http://www.ubspodcast.ch/research/120106_WMR_Podcast.mp3 Fri, 06 Jan 2012 10:21:00 +0100 Daniel Kalt and Anna Foca no 19:23 UBS, Podcast, markets, finance, Euro, Spain, Greece, Oil, Brent, Debts, Iran The next podcast will be published on january 6 2012 We wish you a happy New Year! The next podcast will be published on january 6 2012 We wish you a happy New Year! The next podcast will be published on january 6 2012 We wish you a happy New Year! http://www.ubspodcast.ch/research/111230_WMR_Podcast.mp3 Fri, 30 Dec 2011 09:16:00 +0100 UBS WMR no 02:55 # Economic Calendar Week 52 # On the ascent in the US - is the plunge still to be feared? # Russian spring - what can the masses achieve against Putin? # Economic Calendar Week 52 # On the ascent in the US - is the plunge still to be feared? # Russian spring - what can the masses achieve against Putin? # Economic Calendar Week 52 # On the ascent in the US - is the plunge still to be feared? # Russian spring - what can the masses achieve against Putin? http://www.ubspodcast.ch/research/111223_WMR_Podcast.mp3 Fri, 23 Dec 2011 09:50:00 +0100 Sandro Merino and Andrew DeBoo no 19:56 UBS, Podcast, markets, finance, Euro, US, USA, FED, Russia # Economic Calendar Week 51 # Europe before the collapse - how much stability does the euro still offer? # Inflation or deflation - wherein lies the greater danger? # Economic Calendar Week 51 # Europe before the collapse - how much stability does the euro still offer? # Inflation or deflation - wherein lies the greater danger? # Economic Calendar Week 51 # Europe before the collapse - how much stability does the euro still offer? # Inflation or deflation - wherein lies the greater danger? http://www.ubspodcast.ch/research/111216_WMR_Podcast.mp3 Fri, 16 Dec 2011 07:00:00 +0100 Giorgio Cortiana and Andrew DeBoo no 20:07 UBS, Podcast, markets, finance, Euro, inflation, deflation # Economic Calendar Week 50 # The end of the euro - does Europe have to reckon with the worst? # Pure pessimism or a sliver of optimism - what can we expect of the year 2012? # Economic Calendar Week 50 # The end of the euro - does Europe have to reckon with the worst? # Pure pessimism or a sliver of optimism - what can we expect of the year 2012? # Economic Calendar Week 50 # The end of the euro - does Europe have to reckon with the worst? # Pure pessimism or a sliver of optimism - what can we expect of the year 2012? http://www.ubspodcast.ch/research/111209_WMR_Podcast.mp3 Fri, 09 Dec 2011 10:04:00 +0100 Giorgio Cortiana and Andrew DeBoo no 23:15 UBS, Podcast, markets, finance, Euro, Eurobonds, Recession, Emerging Markets, Gold, # Economic Calendar Week 49 # Never-ending discussion Eurobonds - will Chancellor Merkel have to yield in her resistance? # Horror scenario recession - how are the economic giants really doing? # Economic Calendar Week 49 # Never-ending discussion Eurobonds - will Chancellor Merkel have to yield in her resistance? # Horror scenario recession - how are the economic giants really doing? # Economic Calendar Week 49 # Never-ending discussion Eurobonds - will Chancellor Merkel have to yield in her resistance? # Horror scenario recession - how are the economic giants really doing? http://www.ubspodcast.ch/research/111202_WMR_Podcast.mp3 Fri, 02 Dec 2011 09:59:00 +0100 Daniel Kalt and Andrew DeBoo no 21:43 UBS, Podcast, markets, finance, Euro, Eurobonds, Recession, Emerging Markets # Economic Calendar Week 48 # Sarkozy in a bog of debt - when will the Grande Nation begin tottering? # Debt crisis unresolved - is a year-end rally still possible? # Economic Calendar Week 48 # Sarkozy in a bog of debt - when will the Grande Nation begin tottering? # Debt crisis unresolved - is a year-end rally still possible? # Economic Calendar Week 48 # Sarkozy in a bog of debt - when will the Grande Nation begin tottering? # Debt crisis unresolved - is a year-end rally still possible? http://www.ubspodcast.ch/research/111125_WMR_Podcast.mp3 Fri, 25 Nov 2011 10:14:00 +0100 Giorgio Cortiana and Andrew DeBoo no 21:30 UBS, Podcast, markets, finance, Euro, Italy, France, Triple A, debt crisis # Economic Calendar Week 47 # From cavalier to anti-cavalier - can Mario Monti revitalize the Italian system? # Oil and the atomic bomb - will high prices become commonplace? # Economic Calendar Week 47 # From cavalier to anti-cavalier - can Mario Monti revitalize the Italian system? # Oil and the atomic bomb - will high prices become commonplace? # Economic Calendar Week 47 # From cavalier to anti-cavalier - can Mario Monti revitalize the Italian system? # Oil and the atomic bomb - will high prices become commonplace? http://www.ubspodcast.ch/research/111118_WMR_Podcast.mp3 Fri, 18 Nov 2011 09:55:00 +0100 Sandro Merino and Andrew DeBoo no 21:49 UBS, Podcast, markets, finance, Euro, Italy, Berlusconi, Crude Oil, Iran, Iraq, Lybia, Copper # Economic Calendar Week 46 # The strong Swiss franc - will the National Bank have to intervene again? # One trillion euros for the stability fund - what if nobody pays up? # Economic Calendar Week 46 # The strong Swiss franc - will the National Bank have to intervene again? # One trillion euros for the stability fund - what if nobody pays up? # Economic Calendar Week 46 # The strong Swiss franc - will the National Bank have to intervene again? # One trillion euros for the stability fund - what if nobody pays up? http://www.ubspodcast.ch/research/111111_WMR_Podcast.mp3 Fri, 11 Nov 2011 09:33:00 +0100 Daniel Kalt and Anna-Maria Foca no 18:02 UBS, Podcast, markets, finance, Euro, Euro zone, EFSF, Swiss franc # Economic Calendar Week 45 # Seven billion and more - when will Mother Earth say enough is enough? # The G20 economic giants in Cannes - will the show go on? # Economic Calendar Week 45 # Seven billion and more - when will Mother Earth say enough is enough? # The G20 economic giants in Cannes - will the show go on? # Economic Calendar Week 45 # Seven billion and more - when will Mother Earth say enough is enough? # The G20 economic giants in Cannes - will the show go on? http://www.ubspodcast.ch/research/111104_WMR_Podcast.mp3 Fri, 04 Nov 2011 10:02:00 +0100 Andreas Höfert and Anna-Maria Foca no 15:24 UBS, Podcast, markets, finance, Greece, Euro, Euro zone, EFSF, G20, Cannes # Economic Calendar Week 44 # With its debt now cut in half - does Greece have more room to maneuver? # Europe on the path to recovery - what other "medicines" are still needed? # Economic Calendar Week 44 # With its debt now cut in half - does Greece have more room to maneuver? # Europe on the path to recovery - what other "medicines" are still needed? # Economic Calendar Week 44 # With its debt now cut in half - does Greece have more room to maneuver? # Europe on the path to recovery - what other "medicines" are still needed? http://www.ubspodcast.ch/research/111028_WMR_Podcast.mp3 Fri, 28 Oct 2011 10:00:00 +0200 Sandro Merino and Kristina Danielson no 18:24 UBS, Podcast, markets, finance, Greece, Portugal, Italy, Spain, Euro, Euro zone, EFSF, # Economic Calendar Week 43 # State insolvency in the Eurozone # Dazzling luxury goods # Economic Calendar Week 43 # State insolvency in the Eurozone # Dazzling luxury goods # Economic Calendar Week 43 # State insolvency in the Eurozone # Dazzling luxury goods http://www.ubspodcast.ch/research/111021_WMR_Podcast.mp3 Fri, 21 Oct 2011 09:00:00 +0200 Sandro Merino and Andrew DeBoo no 21:38 UBS, Podcast, markets, finance, Greece, Portugal, Italy, Spain, Euro, Euro zone, EFSF, Luxury, LMVH, handbags, watches, China # Economic Calendar Week 42 # Hope in the earnings season - could a new spark ignite resurgence? # Banks in distress - what can governments actually do? # Economic Calendar Week 42 # Hope in the earnings season - could a new spark ignite resurgence? # Banks in distress - what can governments actually do? # Economic Calendar Week 42 # Hope in the earnings season - could a new spark ignite resurgence? # Banks in distress - what can governments actually do? http://www.ubspodcast.ch/research/111014_WMR_Podcast.mp3 Fri, 14 Oct 2011 09:00:00 +0200 Sandro Merino and Andrew DeBoo no 23:54 UBS, Podcast, markets, finance, earnings season, USA, banks, distress, euro crisis, Dexia, EFSF # Economic Calendar Week 41 # Courting the emergency parachute - could Slovakia set Europe staggering? # Fearing for one's own markets - is a new protectionism gaining ground? # Economic Calendar Week 41 # Courting the emergency parachute - could Slovakia set Europe staggering? # Fearing for one's own markets - is a new protectionism gaining ground? # Economic Calendar Week 41 # Courting the emergency parachute - could Slovakia set Europe staggering? # Fearing for one's own markets - is a new protectionism gaining ground? http://www.ubspodcast.ch/research/111007_WMR_Podcast.mp3 Fri, 07 Oct 2011 10:00:00 +0200 Andreas Höfert and Andrew DeBoo no 17:08 UBS, Podcast, markets, finance, Emergency parachute, Slovakia, protectionism, austerity # Economic Calendar Week 40 # From the euro crisis to a crisis of the global economy - how patient are emerging markets? # The red pencil is circulating - how effective is saving actually? # Economic Calendar Week 40 # From the euro crisis to a crisis of the global economy - how patient are emerging markets? # The red pencil is circulating - how effective is saving actually? # Economic Calendar Week 40 # From the euro crisis to a crisis of the global economy - how patient are emerging markets? # The red pencil is circulating - how effective is saving actually? http://www.ubspodcast.ch/research/110930_WMR_Podcast.mp3 Fri, 30 Sep 2011 09:00:00 +0200 Sandro Merino and Andrew DeBoo no 21:40 UBS, Podcast, markets, finance, Emerging markets, Euro crisis, saving, austerity # Economic Calendar Week 39 # When Poseidon raises a storm - will the Greeks manage the leap to a new wave? # Alms for the West - is China really the knight in shining armor? # Economic Calendar Week 39 # When Poseidon raises a storm - will the Greeks manage the leap to a new wave? # Alms for the West - is China really the knight in shining armor? # Economic Calendar Week 39 # When Poseidon raises a storm - will the Greeks manage the leap to a new wave? # Alms for the West - is China really the knight in shining armor? http://www.ubspodcast.ch/research/110923_WMR_Podcast.mp3 Fri, 23 Sep 2011 09:00:00 +0200 Daniel Kalt und Andrew DeBoo no 23:42 UBS, Podcast, markets, finance, Greece, euro crisis, debts, Eurozone, China, Yuan, restructuring debt, # Economic Calendar Week 38 # Storm clouds over the realm of the gods - can the Greeks appease Europe? # Help certainly, but how? What price is Bernanke prepared to pay for America's economy? # Economic Calendar Week 38 # Storm clouds over the realm of the gods - can the Greeks appease Europe? # Help certainly, but how? What price is Bernanke prepared to pay for America's economy? # Economic Calendar Week 38 # Storm clouds over the realm of the gods - can the Greeks appease Europe? # Help certainly, but how? What price is Bernanke prepared to pay for America's economy? http://www.ubspodcast.ch/research/110916_WMR_Podcast.mp3 Fri, 16 Sep 2011 10:00:00 +0200 Sandro Merino and Christopher Wright no 18:54 UBS, Podcast, markets, finance, Bernanke, Quantitative easing, qe3, Quantitative Easing, QE, Bernanke, Greece, FED, euro crisis # Economic Calendar Week 37 # "Operation Twist" - can it restore the US economy momentum? # Swiss franc on steroids - what will the SNB's market intervention bring? # Economic Calendar Week 37 # "Operation Twist" - can it restore the US economy momentum? # Swiss franc on steroids - what will the SNB's market intervention bring? # Economic Calendar Week 37 # "Operation Twist" - can it restore the US economy momentum? # Swiss franc on steroids - what will the SNB's market intervention bring? http://www.ubspodcast.ch/research/110909_WMR_Podcast.mp3 Fri, 09 Sep 2011 10:00:00 +0200 Sandro Merino and Anna-Maria Foca no 13:58 UBS, Podcast, markets, finance, Bernanke, Quantitative easing, qe3, bonds, SNB, Swiss National Bank, Inflation, euro crisis # Economic Calendar Week 36 # In breach of the law - is Germany violating the treaty of Lisbon? # Booming emerging markets, indebted industrial nations - who is profiting from whom? # Economic Calendar Week 36 # In breach of the law - is Germany violating the treaty of Lisbon? # Booming emerging markets, indebted industrial nations - who is profiting from whom? # Economic Calendar Week 36 # In breach of the law - is Germany violating the treaty of Lisbon? # Booming emerging markets, indebted industrial nations - who is profiting from whom? http://www.ubspodcast.ch/research/110902_WMR_Podcast.mp3 Fri, 02 Sep 2011 09:00:00 +0200 Andreas Höfert and Andrew DeBoo no 17:41 UBS, Podcast, markets, finance, ISM, China, Germany, Karlsruhe, Eurozone, Emerging markets # Economic Calendar Week 35 # Commodities - is gold really the only thing that shines? # The year of equities - is the year 2011 molting into a losing transaction? # Economic Calendar Week 35 # Commodities - is gold really the only thing that shines? # The year of equities - is the year 2011 molting into a losing transaction? # Economic Calendar Week 35 # Commodities - is gold really the only thing that shines? # The year of equities - is the year 2011 molting into a losing transaction? http://www.ubspodcast.ch/research/110826_WMR_Podcast.mp3 Fri, 26 Aug 2011 09:00:00 +0200 Daniel Kalt and Andrew DeBoo no 18:38 UBS, Podcast, markets, finance, commodities, gold, platin, raw materials, equity markets, precious metals, stagnation # Economic Calendar Week 34 # Learning to walk again - does Europe have the courage for big steps? # Déjà vu - are we experiencing a new version of 2008? # Economic Calendar Week 34 # Learning to walk again - does Europe have the courage for big steps? # Déjà vu - are we experiencing a new version of 2008? # Economic Calendar Week 34 # Learning to walk again - does Europe have the courage for big steps? # Déjà vu - are we experiencing a new version of 2008? http://www.ubspodcast.ch/research/110819_WMR_Podcast.mp3 Fri, 19 Aug 2011 09:00:00 +0200 Andreas Höfert and Andrew DeBoo no 18:20 UBS, Podcast, markets, finance, confidence, Lehman Brothers, Eurozone, Eurobonds, comparison # Economic Calendar Week 33 # Bull's eye in the heart - what must the United States still expect from the rating agencies? # Loss of confidence - how many more corpses are still to be buried in the Eurozone? # Economic Calendar Week 33 # Bull's eye in the heart - what must the United States still expect from the rating agencies? # Loss of confidence - how many more corpses are still to be buried in the Eurozone? # Economic Calendar Week 33 # Bull's eye in the heart - what must the United States still expect from the rating agencies? # Loss of confidence - how many more corpses are still to be buried in the Eurozone? http://www.ubspodcast.ch/research/110812_WMR_Podcast.mp3 Fri, 12 Aug 2011 09:00:00 +0200 Andreas Höfert and Andrew DeBoo no 19:34 UBS, Podcast, markets, finance, USA, rating agencies, Eurozone, debts # Economic Calendar Week 32 # The Swiss National Bank reacts. Will the Swiss franc now experience a clear drop in value? # The US has boosted its debt ceiling limit. Will Washington now go further into debt? # Updated version with comments on the labor market figures in the USA # Economic Calendar Week 32 # The Swiss National Bank reacts. Will the Swiss franc now experience a clear drop in value? # The US has boosted its debt ceiling limit. Will Washington now go further into debt? # Updated version with comments on the labor market figures in the USA # Economic Calendar Week 32 # The Swiss National Bank reacts. Will the Swiss franc now experience a clear drop in value? # The US has boosted its debt ceiling limit. Will Washington now go further into debt? http://www.ubspodcast.ch/research/110805_WMR_Podcast_UPD.mp3 Fri, 05 Aug 2011 09:00:00 +0200 Daniel Kalt and Andrew DeBoo no 20:57 UBS, Podcast, markets, finance, SNB, Swiss national bank, swiss franc, debt, # Economic Calendar Week 31 # The Swiss economy is booming as it has not done in a long time. How long will this go on? # Positive quarterly figures despite a debt crisis and currency turbulence. Who gains from the weak US dollar and the weak euro? # Economic Calendar Week 31 # The Swiss economy is booming as it has not done in a long time. How long will this go on? # Positive quarterly figures despite a debt crisis and currency turbulence. Who gains from the weak US dollar and the weak euro? # Economic Calendar Week 31 # The Swiss economy is booming as it has not done in a long time. How long will this go on? # Positive quarterly figures despite a debt crisis and currency turbulence. Who gains from the weak US dollar and the weak euro? http://www.ubspodcast.ch/research/110729_WMR_Podcast.mp3 Fri, 29 Jul 2011 09:00:00 +0200 Sandro Merino and Andrew DeBoo no 15:40 UBS, Podcast, markets, finance, Swiss economy, booming, Positive quarterly figures, reporting season, Dollar, Euro # Economic Calendar Week 30 # Safe haven Swiss franc: When will the storm arrive? # Eurozone - crisis zone: Where is the will for mutuality? # Economic Calendar Week 30 # Safe haven Swiss franc: When will the storm arrive? # Eurozone - crisis zone: Where is the will for mutuality? # Economic Calendar Week 30 # Safe haven Swiss franc: When will the storm arrive? # Eurozone - crisis zone: Where is the will for mutuality? http://www.ubspodcast.ch/research/110722_WMR_Podcast.mp3 Fri, 22 Jul 2011 10:00:00 +0200 Sandro Merino and Andrew DeBoo no 25:02 UBS, Podcast, markets, finance, # Economic Calendar Week 29 # Viva L'Italia - but how...with so much debt? # The Rating Rally: What if the hounded countries go to the dogs? # Economic Calendar Week 29 # Viva L'Italia - but how...with so much debt? # The Rating Rally: What if the hounded countries go to the dogs? # Economic Calendar Week 29 # Viva L'Italia - but how...with so much debt? # The Rating Rally: What if the hounded countries go to the dogs? http://www.ubspodcast.ch/research/110715_WMR_Podcast.mp3 Fri, 15 Jul 2011 09:00:00 +0200 Daniel Kalt and Andrew DeBoo no 19:26 UBS, Podcast, markets, finance, Italy, Portugal, Greece, Euro, Eurozone, country ratings, rating agency # Economic Calendar Week 28 # The United States between election campaign and a battle with debt: does the nation really want to save itself back to health? # European countries compelled to economize: are the mountains of debt really disappearing? # Economic Calendar Week 28 # The United States between election campaign and a battle with debt: does the nation really want to save itself back to health? # European countries compelled to economize: are the mountains of debt really disappearing? # Economic Calendar Week 28 # The United States between election campaign and a battle with debt: does the nation really want to save itself back to health? # European countries compelled to economize: are the mountains of debt really disappearing? http://www.ubspodcast.ch/research/110708_WMR_Podcast.mp3 Fri, 08 Jul 2011 09:00:00 +0200 Sandro Merino and Andrew DeBoo no 24:44 UBS, Podcast, markets, finance, USA, US economy, debt limit, saving measures, Greece, Portugal, Italy, Spain # Economic Calendar Week 27 # The state versus the private sector: which horse will the Greek government back? # Franc - euro - dollar: which currency will stay afloat, and which will sink? # Economic Calendar Week 27 # The state versus the private sector: which horse will the Greek government back? # Franc - euro - dollar: which currency will stay afloat, and which will sink? # Economic Calendar Week 27 # The state versus the private sector: which horse will the Greek government back? # Franc - euro - dollar: which currency will stay afloat, and which will sink? http://www.ubspodcast.ch/research/110701_WMR_Podcast.mp3 Fri, 01 Jul 2011 09:00:00 +0200 Daniel Kalt and Andrew DeBoo no 24:52 UBS, Podcast, markets, finance, Greek crisis, greek private sector, currency, Euro, Dollar, Swiss franc # Economic Calendar Week 26 # Greece's ordeal of cohesion: can the nation save its way to financial health? # Regulator or pack animal for funding: what role does the IMF play in the international community of nations? # Economic Calendar Week 26 # Greece's ordeal of cohesion: can the nation save its way to financial health? # Regulator or pack animal for funding: what role does the IMF play in the international community of nations? # Economic Calendar Week 26 # Greece's ordeal of cohesion: can the nation save its way to financial health? # Regulator or pack animal for funding: what role does the IMF play in the international community of nations? http://www.ubspodcast.ch/research/110624_WMR_Podcast.mp3 Fri, 24 Jun 2011 09:00:00 +0200 Andreas Höfert and Andrew DeBoo no 18:54 UBS, Podcast, markets, finance, Greece, Eurozone, currency union, IMF, international monetary fund, Chrstine Lagarde, # Economic Calendar Week 25 # The good and nasty rating agencies: Are they pointing the way or are they heating up the market? # Swissness equals quality, continuity and security: What use is this to the Swiss franc? # Economic Calendar Week 25 # The good and nasty rating agencies: Are they pointing the way or are they heating up the market? # Swissness equals quality, continuity and security: What use is this to the Swiss franc? # Economic Calendar Week 25 # The good and nasty rating agencies: Are they pointing the way or are they heating up the market? # Swissness equals quality, continuity and security: What use is this to the Swiss franc? http://www.ubspodcast.ch/research/110617_WMR_Podcast.mp3 Fri, 17 Jun 2011 08:00:00 +0200 Daniel Kalt and Andrew DeBoo no 21:27 UBS, Podcast, markets, finance, swissness, rating agency, moody's, fitch, standard & poors, swiss franc, strong swiss franc, UBS WMR Weekly Outlook # Economic Calendar Week 24 # The run on real estate: When will the market allow the bubble to burst? # Small but powerful: Will the forgotten of yesterday soon be the major hits? # Economic Calendar Week 24 # The run on real estate: When will the market allow the bubble to burst? # Small but powerful: Will the forgotten of yesterday soon be the major hits? http://www.ubspodcast.ch/research/110610_WMR_Podcast2.mp3 Fri, 10 Jun 2011 08:00:00 +0200 Andreas Höfert and Andrew DeBoo no 12:18 real estate, real estate bubble, booming real estate, Central Europe, Czech republic, hungary, poland # Economic Calendar Week 23 # High, higher, highest: Why is inflation measured using different cubits? # Riyal, rouble, rupee or renminbi: Will emerging market nations be setting the tone in the future? # Economic Calendar Week 23 # High, higher, highest: Why is inflation measured using different cubits? # Riyal, rouble, rupee or renminbi: Will emerging market nations be setting the tone in the future? # Economic Calendar Week 23 # High, higher, highest: Why is inflation measured using different cubits? # Riyal, rouble, rupee or renminbi: Will emerging market nations be setting the tone in the future? http://www.ubspodcast.ch/research/110603_WMR_Podcast.mp3 Fri, 03 Jun 2011 09:00:00 +0200 Andreas Höfert and Andrew DeBoo no 14:31 Inflation, rate of inflation, emerging countries, currency, lead currency # Economic Calendar Week 22 # The euro in free fall: who is prepared to throw the life preserver? # Vultures awaiting a bankrupt United States: what would happen if the state went broke? # Economic Calendar Week 22 # The euro in free fall: who is prepared to throw the life preserver? # Vultures awaiting a bankrupt United States: what would happen if the state went broke? # Economic Calendar Week 22 # The euro in free fall: who is prepared to throw the life preserver? # Vultures awaiting a bankrupt United States: what would happen if the state went broke? http://www.ubspodcast.ch/research/110527_WMR_Podcast.mp3 Fri, 27 May 2011 09:00:00 +0200 Daniel Kalt and Andrew DeBoo no 22:51 Euro, bankrupcy USA, USA, PMI, finance, Euro Crisis, Dept Crisis # Economic Calendar Week 21 # New heads at the International Monetary Fund: Can Europe remain at the top? # Greece in the bog of debt: How long will the Eurozone's billions go on flowing into the swamp? # Economic Calendar Week 21 # New heads at the International Monetary Fund: Can Europe remain at the top? # Greece in the bog of debt: How long will the Eurozone's billions go on flowing into the swamp? # Economic Calendar Week 21 # New heads at the International Monetary Fund: Can Europe remain at the top? # Greece in the bog of debt: How long will the Eurozone's billions go on flowing into the swamp? http://www.ubspodcast.ch/research/110520_WMR_Podcast.mp3 Fri, 20 May 2011 08:00:00 +0200 Andreas Höfert and Andrew DeBoo no 16:10 Strauss Kahn, IMF, international monetary found, emerging markets, Greece, debts, Eurozone # Economic Calendar Week 20 # Investing in the greenback: Risky venture or foresight? # Rollercoaster of raw materials: Will the ultimate rise follow the interim low? # Economic Calendar Week 20 # Investing in the greenback: Risky venture or foresight? # Rollercoaster of raw materials: Will the ultimate rise follow the interim low? # Economic Calendar Week 20 # Investing in the greenback: Risky venture or foresight? # Rollercoaster of raw materials: Will the ultimate rise follow the interim low? http://www.ubspodcast.ch/research/110513_WMR_Podcast.mp3 Fri, 13 May 2011 09:00:00 +0200 Oliver Dettman and Andrew DeBoo no 16:06 Dollar, $, Greenback, Dollar Euro, raw materials, Gold, engagement in raw materials, investment stragies Dollar, # Economic Calendar Week 19 # Europe and the United States - economic motors of unequal power? # The US Federal Reserve and the European Central Bank - how political have the formerly neutral central banks become? # Economic Calendar Week 19 # Europe and the United States - economic motors of unequal power? # The US Federal Reserve and the European Central Bank - how political have the formerly neutral central banks become? # Economic Calendar Week 19 # Europe and the United States - economic motors of unequal power? # The US Federal Reserve and the European Central Bank - how political have the formerly neutral central banks become? http://www.ubspodcast.ch/research/110506_WMR_Podcast.mp3 Fri, 06 May 2011 10:00:00 +0200 Daniel Kalt and Andrew DeBoo no 19:48 Inflation, economic growth, FED, EZB, Federal Reserve, Europe Central Bank, Reporting season, first quarter # Economic Calendar Week 18 # On one occasion attractive, on another unpopular: How do the industrial nations really view the emerging countries? # The power of the people: How many will have to yield to the will of those in the street? # Economic Calendar Week 18 # On one occasion attractive, on another unpopular: How do the industrial nations really view the emerging countries? # The power of the people: How many will have to yield to the will of those in the street? # Economic Calendar Week 18 # On one occasion attractive, on another unpopular: How do the industrial nations really view the emerging countries? # The power of the people: How many will have to yield to the will of those in the street? http://www.ubspodcast.ch/research/110429_WMR_Podcast.mp3 Fri, 29 Apr 2011 09:00:00 +0200 Kilian Reber and Andrew DeBoo no 17:18 PMI, Chinese economy, industrial nations, emerging markets, arab revolution, arab economy # Economic Calendar Week 17 # Long heralded, inflation has now arrived: how tight is its stranglehold already? # A remedy for Greece: is summoning the gods now the help of last resort? # Economic Calendar Week 17 # Long heralded, inflation has now arrived: how tight is its stranglehold already? # A remedy for Greece: is summoning the gods now the help of last resort? # Economic Calendar Week 17 # Long heralded, inflation has now arrived: how tight is its stranglehold already? # A remedy for Greece: is summoning the gods now the help of last resort? http://www.ubspodcast.ch/research/110422_WMR_Podcast.mp3 Thu, 21 Apr 2011 13:00:00 +0200 Daniel Kalt and Andrew DeBoo no 26:42 Inflation, Eurozone, EBC, Euro Crisis, Portugal, Spain, Greece # Economic Calendar Week 16 # Raw materials - the run goes on unbroken: For how long will they remain affordable? # The US economy is underway again: What has skeptics doubtful nevertheless? # Economic Calendar Week 16 # Raw materials - the run goes on unbroken: For how long will they remain affordable? # The US economy is underway again: What has skeptics doubtful nevertheless? # Economic Calendar Week 16 # Raw materials - the run goes on unbroken: For how long will they remain affordable? # The US economy is underway again: What has skeptics doubtful nevertheless? http://www.ubspodcast.ch/research/110415_WMR_Podcast.mp3 Fri, 15 Apr 2011 09:00:00 +0200 Daniel Kalt and Andrew DeBoo no 20:28 Raw materials, Commodities, crude oil, monetary policy, financialization, gold, reporting season, quantitative easing # Economic Calendar Week 15 # The revolts of youth: what responsibility must the world of finance take? # Buoyant or submerging: which wave is the business cycle riding? # Economic Calendar Week 15 # The revolts of youth: what responsibility must the world of finance take? # Buoyant or submerging: which wave is the business cycle riding? # Economic Calendar Week 15 # The revolts of youth: what responsibility must the world of finance take? # Buoyant or submerging: which wave is the business cycle riding? http://www.ubspodcast.ch/research/110408_WMR_Podcast.mp3 Fri, 08 Apr 2011 09:00:00 +0200 Ricardo Garcia and Andrew DeBoo no 13:57 Demographic, Youth and politics, revolts of youth, business cycle # Economic Calendar Week 14 # Runaway growth in emerging countries: how heavy is the drag of inflation? # The greening of policy: how is the economy reacting to the effects of Fukushima? # Economic Calendar Week 14 # Runaway growth in emerging countries: how heavy is the drag of inflation? # The greening of policy: how is the economy reacting to the effects of Fukushima? # Economic Calendar Week 14 # Runaway growth in emerging countries: how heavy is the drag of inflation? # The greening of policy: how is the economy reacting to the effects of Fukushima? http://www.ubspodcast.ch/research/110401_WMR_Podcast.mp3 Fri, 01 Apr 2011 09:00:00 +0200 Oliver Dettmann and Andrew DeBoo no 12:35 Emerging markets, emerging countries, inflation, fukushima, economy japan # Economic Calendar Week 13 # Wars, overthrows and catastrophes: do economic forecasts need to be revised? # 700 billion to stem the debt burden: is that enough to save the Eurozone? # Economic Calendar Week 13 # Wars, overthrows and catastrophes: do economic forecasts need to be revised? # 700 billion to stem the debt burden: is that enough to save the Eurozone? # Economic Calendar Week 13 # Wars, overthrows and catastrophes: do economic forecasts need to be revised? # 700 billion to stem the debt burden: is that enough to save the Eurozone? http://www.ubspodcast.ch/research/110325_WMR_Podcast.mp3 Fri, 25 Mar 2011 09:00:00 +0100 Sandro Merino and Andrew DeBoo no 17:59 Euozone, Euro, Equities, Economic forecast, 700 billion # Economic Calendar Week 12 # Back to the zero hour: Where has Japan been hit the hardest? # Fighting spirit unbroken: How will the high-tech nation master the worst-case scenario? # Economic Calendar Week 12 # Back to the zero hour: Where has Japan been hit the hardest? # Fighting spirit unbroken: How will the high-tech nation master the worst-case scenario? # Economic Calendar Week 12 # Back to the zero hour: Where has Japan been hit the hardest? # Fighting spirit unbroken: How will the high-tech nation master the worst-case scenario? http://www.ubspodcast.ch/research/110318_WMR_Podcast.mp3 Fri, 18 Mar 2011 09:00:00 +0100 Daniel Kalt and Andrew DeBoo no 19:08 Japan crisis, Yen, Japanese stock-exchange, # Economic Calendar Week 11 # The eagle soars again: Can the US economy keep to its long-term course? # The battle for stable currencies: What contributions do policy and the economy have to make? # Economic Calendar Week 11 # The eagle soars again: Can the US economy keep to its long-term course? # The battle for stable currencies: What contributions do policy and the economy have to make? # Economic Calendar Week 11 # The eagle soars again: Can the US economy keep to its long-term course? # The battle for stable currencies: What contributions do policy and the economy have to make? http://www.ubspodcast.ch/research/110311_WMR_Podcast.mp3 Fri, 11 Mar 2011 09:00:00 +0100 Daniel Kalt and Andrew DeBoo no 22:39 US economy, eagle, long-term, currency, stable currency # Economic Calendar Week 10 # The hobbling dollar: is the greenback losing its stamina? # 2011 is the year for equities: could the price of oil and the dollar's slump convert securities into worthless # Economic Calendar Week 10 # The hobbling dollar: is the greenback losing its stamina? # 2011 is the year for equities: could the price of oil and the dollar's slump convert securities into worthless paper? # Economic Calendar Week 10 # The hobbling dollar: is the greenback losing its stamina? # 2011 is the year for equities: could the price of oil and the dollar's slump convert securities into worthless paper? http://www.ubspodcast.ch/research/110304_WMR_Podcast.mp3 Fri, 04 Mar 2011 09:00:00 +0100 Daniel Kalt and Andrew DeBoo no 20:16 Dollar, Oilprize, securities, equities, equity, US economy # Economic Calendar Week 9 # Fixed-income investing: Whatever happened to risk-free? # G20 meeting in Paris: Crisis prevention or photo-op? # Economic Calendar Week 9 # Fixed-income investing: Whatever happened to risk-free? # G20 meeting in Paris: Crisis prevention or photo-op? # Economic Calendar Week 9 # Fixed-income investing: Whatever happened to risk-free? # G20 meeting in Paris: Crisis prevention or photo-op? http://www.ubspodcast.ch/research/110225_WMR_Podcast.mp3 Fri, 25 Feb 2011 09:00:00 +0100 Andreas Hoefert and Roy Greenspan no 13:33 Fixed-income investing, G20, risk free, # Economic Calendar Week 8 # The countdown begins: when will centralbanks start raising interest rates? # It's official: China is the second largest economy, what's next for the middle kingdom? # Economic Calendar Week 8 # The countdown begins: when will centralbanks start raising interest rates? # It's official: China is the second largest economy, what's next for the middle kingdom? # Economic Calendar Week 8 # The countdown begins: when will centralbanks start raising interest rates? # It's official: China is the second largest economy, what's next for the middle kingdom? http://www.ubspodcast.ch/research/110218_WMR_Podcast.mp3 Fri, 18 Feb 2011 09:00:00 +0100 Andreas Hoefert and Roy Greenspan no 21:32 Centralbanks, SNB, interes rates, China, Japan, Largest economy, Inflation # Economic Calendar Week 7 # UBS Outlook Switzerland: Does the Alpine Tiger risk overheating? # The Arab world aroused: How long will affordable oil still flow? # Economic Calendar Week 7 # UBS Outlook Switzerland: Does the Alpine Tiger risk overheating? # The Arab world aroused: How long will affordable oil still flow? # Economic Calendar Week 7 # UBS Outlook Switzerland: Does the Alpine Tiger risk overheating? # The Arab world aroused: How long will affordable oil still flow? http://www.ubspodcast.ch/research/110211_WMR_Podcast.mp3 Fri, 11 Feb 2011 09:00:00 +0100 Sandro Merino and Roy Greenspan no 17:33 UBS Outlook, Outlook, Switzerland Outlook, affordable Oil # Economic Calendar Week 6 # Davos: Talking the talk but were any real answers given? # Food prices: How can the poorest be fed in the future # Economic Calendar Week 6 # Davos: Talking the talk but were any real answers given? # Food prices: How can the poorest be fed in the future # Economic Calendar Week 6 # Davos: Talking the talk but were any real answers given? # Food prices: How can the poorest be fed in the future http://www.ubspodcast.ch/research/110204_WMR_Podcast.mp3 Fri, 04 Feb 2011 08:00:00 +0100 Daniel Kalt and Roy Greenspan no 19:52 Davos WEF, World Economic Forum, Food Prices # Economic Calendar Week 5 # Gold's blues: Does a price dip mean gold has lost it shine? # The German Giant: How long can the Teutonic Tiger roar? # Economic Calendar Week 5 # Gold's blues: Does a price dip mean gold has lost it shine? # The German Giant: How long can the Teutonic Tiger roar? # Economic Calendar Week 5 # Gold's blues: Does a price dip mean gold has lost it shine? # The German Giant: How long can the Teutonic Tiger roar? http://www.ubspodcast.ch/research/110128_WMR_Podcast.mp3 Fri, 28 Jan 2011 08:00:00 +0100 Sandro Merino and Roy Greenspan no 16:10 Gold, Oil, Germany # Economic Calendar Week 4 # Interest rates ? when will they finally rise? # Is a Real Estate bubble building in Switzerland? # Economic Calendar Week 4 # Interest rates ? when will they finally rise? # Is a Real Estate bubble building in Switzerland? # Economic Calendar Week 4 # Interest rates ? when will they finally rise? # Is a Real Estate bubble building in Switzerland? http://www.ubspodcast.ch/research/110121_WMR_Podcast.mp3 Fri, 21 Jan 2011 10:00:00 +0100 Daniel Kalt and Roy Greenspan no 14:31 Zinsen, Zinsanstieg, Immobilienmarkt # Economic Calendar Week 3 # China's Grand Tour: Is there any substance to Mr Li's European trip, or is it just hype? # Rising inflation haunts the emerging markets: Just how hot is it getting? # Economic Calendar Week 3 # China's Grand Tour: Is there any substance to Mr Li's European trip, or is it just hype? # Rising inflation haunts the emerging markets: Just how hot is it getting? # Economic Calendar Week 3 # China's Grand Tour: Is there any substance to Mr Li's European trip, or is it just hype? # Rising inflation haunts the emerging markets: Just how hot is it getting? http://www.ubspodcast.ch/research/110114_WMR_Podcast.mp3 Fri, 14 Jan 2011 09:00:00 +0100 Kilian Reber and Roy Greenspan no 16:02 Inflation, Li, China, Spain, emerging markets # Economic Calendar Week 2 # The Euro crisis takes no holidays: Can the currency union survive? # By popular demand: How much does politics really influence the global economy? # Economic Calendar Week 2 # The Euro crisis takes no holidays: Can the currency union survive? # By popular demand: How much does politics really influence the global economy? # Economic Calendar Week 2 # The Euro crisis takes no holidays: Can the currency union survive? # By popular demand: How much does politics really influence the global economy? http://www.ubspodcast.ch/research/110107_WMR_Podcast.mp3 Fri, 07 Jan 2011 09:00:00 +0100 Daniel Kalt and Roy Greenspan no 22:15 Euro, Euro crisis, currency union, influence politics, global economy # Economic Calendar Week 52 # UBS Global Outlook: Where are the investment opportunities in 2011? # The new spending spree: Who are these hyperactive shoppers? # Economic Calendar Week 52 # UBS Global Outlook: Where are the investment opportunities in 2011? # The new spending spree: Who are these hyperactive shoppers? # Economic Calendar Week 52 # UBS Global Outlook: Where are the investment opportunities in 2011? # The new spending spree: Who are these hyperactive shoppers? http://www.ubspodcast.ch/research/101224_WMR_Podcast.mp3 Fri, 24 Dec 2010 09:00:00 +0100 Daniel Kalt and Roy Greenspan no 16:34 Global Outlook, Outlook, Shopping # Economic Calendar Week 51 # Switzerland the Strong in UBS Global Outlook: Will the confederation continue to thrive? # Russia and soccer's World Cup: How will Europe's giant play this opportunity? # Economic Calendar Week 51 # Switzerland the Strong in UBS Global Outlook: Will the confederation continue to thrive? # Russia and soccer's World Cup: How will Europe's giant play this opportunity? # Economic Calendar Week 51 # Switzerland the Strong in UBS Global Outlook: Will the confederation continue to thrive? # Russia and soccer's World Cup: How will Europe's giant play this opportunity? http://www.ubspodcast.ch/research/101217_WMR_Podcast.mp3 Fri, 17 Dec 2010 09:00:00 +0100 Daniel Kalt and Roy Greenspan no 16:04 strong switzerland, global outlook, russia, soccer, world cup # Economic Calendar Week 50 # New power means new responsibilities: How will China meet its growing challenges? # Frontier markets bloom: When and how should we invest in these fast-growing but risky # Economic Calendar Week 50 # New power means new responsibilities: How will China meet its growing challenges? # Frontier markets bloom: When and how should we invest in these fast-growing but risky markets? # Economic Calendar Week 50 # New power means new responsibilities: How will China meet its growing challenges? # Frontier markets bloom: When and how should we invest in these fast-growing but risky markets? http://www.ubspodcast.ch/research/101210_WMR_Podcast.mp3 Fri, 10 Dec 2010 07:00:00 +0100 Kilian Reber and Roy Greenspan no 12:37 China, frontier market, risky markets, China growing # Economic Calendar Week 49 # Is the Irish bailout the end? Or perhaps, the end of the beginning? # Russia as a partner within a new European free trade zone: what are Putin's chances? # Economic Calendar Week 49 # Is the Irish bailout the end? Or perhaps, the end of the beginning? # Russia as a partner within a new European free trade zone: what are Putin's chances? # Economic Calendar Week 49 # Is the Irish bailout the end? Or perhaps, the end of the beginning? # Russia as a partner within a new European free trade zone: what are Putin's chances? http://www.ubspodcast.ch/research/101203_WMR_Podcast.mp3 Fri, 03 Dec 2010 09:00:00 +0100 Andreas Höfert and Simon Taylor no 13:07 Ireland, Bailout, Russia, Putin, free trada zone # Economic Calendar Week 48 # Innovation: We love our new gadgets but what's the bottom line for investors? # Irish reel: will a massive bailout revive the ailing Celtic Tiger? # Economic Calendar Week 48 # Innovation: We love our new gadgets but what's the bottom line for investors? # Irish reel: will a massive bailout revive the ailing Celtic Tiger? # Economic Calendar Week 48 # Innovation: We love our new gadgets but what's the bottom line for investors? # Irish reel: will a massive bailout revive the ailing Celtic Tiger? http://www.ubspodcast.ch/research/101126_WMR_Podcast.mp3 Fri, 26 Nov 2010 09:00:00 +0100 Daniel Kalt and Roy Greenspan no 13:05 Innovation, Ireland crisis, bailout, # Economic Calendar Week 47 # China loves luxury goods: Are the Chinese overtaking Japan? # Missed opportunity: Was the G20 Summit in Seoul just another photo-op? # Economic Calendar Week 47 # China loves luxury goods: Are the Chinese overtaking Japan? # Missed opportunity: Was the G20 Summit in Seoul just another photo-op? # Economic Calendar Week 47 # China loves luxury goods: Are the Chinese overtaking Japan? # Missed opportunity: Was the G20 Summit in Seoul just another photo-op? http://www.ubspodcast.ch/research/101119_WMR_Podcast.mp3 Fri, 19 Nov 2010 09:00:00 +0100 Sandro Merino and Roy Greenspan no 18:57 Luxury goods, China, Japan, wealth in china, G20, G 20, missed opportunity # Economic Calendar Week 46 # The Swiss economy bristles with strength: Just how strong is it, really? # The Eurozone braces up: Will the automatic crisis resolution mechanism bring stability? # Economic Calendar Week 46 # The Swiss economy bristles with strength: Just how strong is it, really? # The Eurozone braces up: Will the automatic crisis resolution mechanism bring stability? # Economic Calendar Week 46 # The Swiss economy bristles with strength: Just how strong is it, really? # The Eurozone braces up: Will the automatic crisis resolution mechanism bring stability? http://www.ubspodcast.ch/research/101112_WMR_Podcast.mp3 Fri, 12 Nov 2010 09:00:00 +0100 Daniel Kalt and Roy Greenspan no 16:06 Swiss economy, strength, Eurozone, stability # Switzerland: A paradise for the wealthy? # America: What can we expect after the mid-term elections? # Switzerland: A paradise for the wealthy? # America: What can we expect after the mid-term elections? # Switzerland: A paradise for the wealthy? # America: What can we expect after the mid-term elections? http://www.ubspodcast.ch/research/101105_WMR_Podcast.mp3 Fri, 05 Nov 2010 08:00:00 +0100 Daniel Kalt and Roy Greenspan no 09:44 Country for the wealthy, superrich, USA, Obama, Elections # Economic Calendar Week 44 # The G20 and the crisis: Will the latest reforms really help? # The new 5-Year Plan: Can China's booming economy still be planned? # "Global Risk Watch": Can risks really # Economic Calendar Week 44 # The G20 and the crisis: Will the latest reforms really help? # The new 5-Year Plan: Can China's booming economy still be planned? # "Global Risk Watch": Can risks really be quantified? # Economic Calendar Week 44 # The G20 and the crisis: Will the latest reforms really help? # The new 5-Year Plan: Can China's booming economy still be planned? # "Global Risk Watch": Can risks really be quantified? http://www.ubspodcast.ch/research/101029_WMR_Podcast.mp3 Sat, 30 Oct 2010 08:00:00 +0200 Andreas Höfert and Roy Greenspan no 13:18 G20,5-year plan, china, global risk watch # Economic Calendar Week 43 # Turbo-charging the US: can a second round of quantitative easing fire up the US economy? # Record-setter: how long can the new Gold Rush continue? # The new protectionism # Economic Calendar Week 43 # Turbo-charging the US: can a second round of quantitative easing fire up the US economy? # Record-setter: how long can the new Gold Rush continue? # The new protectionism: whatever happened to the much-praised multilateralism that followed the crisis? # Economic Calendar Week 43 # Turbo-charging the US: can a second round of quantitative easing fire up the US economy? # Record-setter: how long can the new Gold Rush continue? # The new protectionism: whatever happened to the much-praised multilateralism that followed the crisis? http://www.ubspodcast.ch/research/101022_WMR_Podcast.mp3 Fri, 22 Oct 2010 18:00:00 +0200 Daniel Kalt and Roy Greenspan no 14:47 quantitative easing, Gold Rush, new protectionism, multilateralism, gold, # Economic Calendar Week 41 # International Monetary policy: Is there a new Individualism? # Indebted governments: Are they all in the same boat? # Asymmetrical Pay-Off scenario: What do investors hav # Economic Calendar Week 41 # International Monetary policy: Is there a new Individualism? # Indebted governments: Are they all in the same boat? # Asymmetrical Pay-Off scenario: What do investors have to watch out for? # Economic Calendar Week 41 # International Monetary policy: Is there a new Individualism? # Indebted governments: Are they all in the same boat? # Asymmetrical Pay-Off scenario: What do investors have to watch out for? http://www.ubspodcast.ch/research/101008_WMR_Podcast.mp3 Fri, 08 Oct 2010 15:00:00 +0200 Sandro Merino and Roy Greenspan no 20:16 New Individualism, Currency, Consequences, forecasts, Tax, Banks, Greece, Ireland, Countries, Assymetric, Pay-Off, scenarios, Course # Economic Calendar Week 40 # Germany's role in the Eurozone: Is our northern neighbor going from scapegoat to role model? # What's troubling the American economy? # A new asset class: has private equ # Economic Calendar Week 40 # Germany's role in the Eurozone: Is our northern neighbor going from scapegoat to role model? # What's troubling the American economy? # A new asset class: has private equity become THE alternative investment? # Economic Calendar Week 40 # Germany's role in the Eurozone: Is our northern neighbor going from scapegoat to role model? # What's troubling the American economy? # A new asset class: has private equity become THE alternative investment? http://www.ubspodcast.ch/research/101001_WMR_Podcast.mp3 Fri, 01 Oct 2010 18:00:00 +0200 Daniel Kalt and Roy Greenspan no 18:27 Germany, Groth, Withdraw, D-Mark, Ailing, unemployment, signals, Jobless Recovery, Privat Equtiy, Difference, Investments, Types # Economic Calendar Week 39 # Basel III: Can it protect the world from another financial crisis # Low interest rates: Where are the risks? # Cities around the world: where is living most expensive? # Economic Calendar Week 39 # Basel III: Can it protect the world from another financial crisis # Low interest rates: Where are the risks? # Cities around the world: where is living most expensive? # Economic Calendar Week 39 # Basel III: Can it protect the world from another financial crisis # Low interest rates: Where are the risks? # Cities around the world: where is living most expensive? http://www.ubspodcast.ch/research/100924_WMR_Podcast.mp3 Fri, 24 Sep 2010 15:00:00 +0200 Daniel Kalt and Anna Maria Focà no 17:55 Basel III, stocks, Banks, Financial Crisis, Real Estate, Interest Rates, Strategies, Prices, Prices and earnings, Cities, incomes, price level # Economic Calendar Week 38 # Swiss franc - is currency strength a blessing or a curse? # Stocks - are higher expected equity returns simply a myth? # Oil - will higher demand lead to shortages and in # Economic Calendar Week 38 # Swiss franc - is currency strength a blessing or a curse? # Stocks - are higher expected equity returns simply a myth? # Oil - will higher demand lead to shortages and instability? # Economic Calendar Week 38 # Swiss franc - is currency strength a blessing or a curse? # Stocks - are higher expected equity returns simply a myth? # Oil - will higher demand lead to shortages and instability? http://www.ubspodcast.ch/research/100917_WMR_Podcast.mp3 Fri, 17 Sep 2010 17:00:00 +0200 Sandro Merino and Kurt Reiman no 18:34 returns, stocks, bonds, pension fund, Swiss franc, inflation, real estate bubble, exporters, crude oil, OPEC, shortage, instability # Economic Calendar Week 37 # European debt: is the latest round of skepticism justified? # Obamanomics: will additional spending measures do more harm than good? # Germany: could strong growth and de # Economic Calendar Week 37 # European debt: is the latest round of skepticism justified? # Obamanomics: will additional spending measures do more harm than good? # Germany: could strong growth and demands for higher wages stoke inflation? # Economic Calendar Week 37 # European debt: is the latest round of skepticism justified? # Obamanomics: will additional spending measures do more harm than good? # Germany: could strong growth and demands for higher wages stoke inflation? http://www.ubspodcast.ch/research/100910_WMR_Podcast.mp3 Fri, 10 Sep 2010 19:00:00 +0200 Andreas Hoefert and Kurt Reiman no 15:28 dept crisis, Ireland, Portugal, emergency package, stimulus package, Obama, leverage, structural problem, wages, domestic demand, export, EU # Economic Calendar Week 36 # Government bonds - where have the bond market vigilantes gone? # China - is central planning a new model for economic growth? # Resource scarcity - will emerging market g # Economic Calendar Week 36 # Government bonds - where have the bond market vigilantes gone? # China - is central planning a new model for economic growth? # Resource scarcity - will emerging market growth intensify shortages # Economic Calendar Week 36 # Government bonds - where have the bond market vigilantes gone? # China - is central planning a new model for economic growth? # Resource scarcity - will emerging market growth intensify shortages http://www.ubspodcast.ch/research/100903_WMR_Podcast.mp3 Fri, 03 Sep 2010 19:00:00 +0200 Andreas Hoefert and Kurt Reiman no 18:12 Bonds, USA, public dept, asset bubble, China # Economic Calendar Week 35 # USA - why isn't the economy taking off? # Germany - will the budget deficit set off a new dept crisis? # Sweden - what is the country's secret to success? # Economic Calendar Week 35 # USA - why isn't the economy taking off? # Germany - will the budget deficit set off a new dept crisis? # Sweden - what is the country's secret to success? # Economic Calendar Week 35 # USA - why isn't the economy taking off? # Germany - will the budget deficit set off a new dept crisis? # Sweden - what is the country's secret to success? http://www.ubspodcast.ch/research/100827_WMR_Podcast.mp3 Fri, 27 Aug 2010 19:00:00 +0200 Andreas Hoefert and Klaus Kriesel no 14:39 USA, stimulus program, recession, depression, Germany, budget deficit, euro, dept brake, Sweden, Swedish krona, export, yen # Economic Calendar Week 34 # Germany - an economic bright spot for Europe or another sign of increased fragmentation? # Wheat prices: will food become more scarce and expensive? # China: how will its # Economic Calendar Week 34 # Germany - an economic bright spot for Europe or another sign of increased fragmentation? # Wheat prices: will food become more scarce and expensive? # China: how will its increased economic might alter the geopolitical landscape? # Economic Calendar Week 34 # Germany - an economic bright spot for Europe or another sign of increased fragmentation? # Wheat prices: will food become more scarce and expensive? # China: how will its increased economic might alter the geopolitical landscape? http://www.ubspodcast.ch/research/100820_WMR_Podcast.mp3 Fri, 20 Aug 2010 19:00:00 +0200 Andreas Hoefert and Kurt Reiman no 17:05 Germany, imbalances, EU, Euro, wheat, food, speculation, ethics, China, Japan, GDP, USA. # The future of the Euro # Why the EU's massive bailout will yield little help for the euro? # What government options remain? # How long the euro will last? # The future of the Euro # Why the EU's massive bailout will yield little help for the euro? # What government options remain? # How long the euro will last? # The future of the Euro # Why the EU's massive bailout will yield little help for the euro? # What government options remain? # How long the euro will last? http://www.ubspodcast.ch/research/100719_WMR_Podcast.mp3 Fri, 16 Jul 2010 19:00:00 +0200 Dirk Faltin and Kurt Reiman no 17:37 Euro, imbalances, indebtedness, mobility, wages, prices, Germany, compositeness, bail-out packages, EU, fiscal discipline, interest rates # Economic Calendar Week 28 # Gold - is the yellow metal already too expensive? # Credit - will Swiss-franc loans to borrowers abroad put Switzerland in a hole? # Earnings season - which companies wil # Economic Calendar Week 28 # Gold - is the yellow metal already too expensive? # Credit - will Swiss-franc loans to borrowers abroad put Switzerland in a hole? # Earnings season - which companies will move to the head of the pack? # Economic Calendar Week 28 # Gold - is the yellow metal already too expensive? # Credit - will Swiss-franc loans to borrowers abroad put Switzerland in a hole? # Earnings season - which companies will move to the head of the pack? http://www.ubspodcast.ch/research/100709_WMR_Podcast.mp3 Fri, 09 Jul 2010 19:00:00 +0200 Jenny Weinkopf no 16:19 gold, emerging markets, dept, real estate, credit, Hungary, Franc, appreciation, corporate earnings, second quarter, earnings growth, investment # Economic Calendar Week 27 # China - is the skepticism over the Chinese economy warranted? # Midyear outlook - will the second half be better than the first? # Geopolitics - are financial markets bei # Economic Calendar Week 27 # China - is the skepticism over the Chinese economy warranted? # Midyear outlook - will the second half be better than the first? # Geopolitics - are financial markets being held hostage by governments? # Economic Calendar Week 27 # China - is the skepticism over the Chinese economy warranted? # Midyear outlook - will the second half be better than the first? # Geopolitics - are financial markets being held hostage by governments? http://www.ubspodcast.ch/research/100702_WMR_Podcast.mp3 Fri, 02 Jul 2010 19:00:00 +0200 Sandro Merino and Kurt Reiman no 18:10 China, growth, skepticism, transparent, euro zone, recession, recovery, stocks, government, hostage, hedge, Euro # Economic Calendar Week 26 # Chinese theater - what really happens with the yuan? # German strength: does it need the deutschmark again? # Financial markets: why are stocks and bonds pulling in oppos # Economic Calendar Week 26 # Chinese theater - what really happens with the yuan? # German strength: does it need the deutschmark again? # Financial markets: why are stocks and bonds pulling in opposite directions? # Economic Calendar Week 26 # Chinese theater - what really happens with the yuan? # German strength: does it need the deutschmark again? # Financial markets: why are stocks and bonds pulling in opposite directions? http://www.ubspodcast.ch/research/100625_WMR_Podcast.mp3 Fri, 25 Jun 2010 19:00:00 +0200 Sandro Merino and Jenny Weinkopf no 14:06 yuan, G20, exchange rates, China, Germany, deutschmark, Euro, imbalances, stocks, bonds, recovery, performance # Economic Calendar Week 25 # Spain - can the country solve its fiscal problems? # Oil spill - could the catastrophe in the Gulf lead to a change in attitudes toward energy use? # G20 - will the Toron # Economic Calendar Week 25 # Spain - can the country solve its fiscal problems? # Oil spill - could the catastrophe in the Gulf lead to a change in attitudes toward energy use? # G20 - will the Toronto summit set the stage for a sustainable economic recovery? # Economic Calendar Week 25 # Spain - can the country solve its fiscal problems? # Oil spill - could the catastrophe in the Gulf lead to a change in attitudes toward energy use? # G20 - will the Toronto summit set the stage for a sustainable economic recovery? http://www.ubspodcast.ch/research/100618_WMR_Podcast.mp3 Fri, 18 Jun 2010 19:00:00 +0200 Sandro Merino and Kurt Reiman no 18:21 Spain, public dept, Greece, auction, oil spill, energy, attitude, alternative energy, G20, Toronto, stimulus measures # Economic Calendar Week 24 # Socially responsible investing - is this a sustainable investment approach? # Superstitions - are myths and legends detrimental to investors? # Smart grids - are they the # Economic Calendar Week 24 # Socially responsible investing - is this a sustainable investment approach? # Superstitions - are myths and legends detrimental to investors? # Smart grids - are they the cure-all to the world's electricity needs? # Economic Calendar Week 24 # Socially responsible investing - is this a sustainable investment approach? # Superstitions - are myths and legends detrimental to investors? # Smart grids - are they the cure-all to the world's electricity needs? http://www.ubspodcast.ch/research/100611_WMR_Podcast.mp3 Fri, 11 Jun 2010 19:00:00 +0200 Oliver Dettmann and Kurt Reiman no 15:08 Sustainability, SRI, economic crisis, climate change, superstitions, Friday 13th, volatility, investment pattern, smart grids, industrials, electricity, cyclicals # Economic Calendar Week 23 # Water - will greater investment help to improve supplies of this precious resource? # Small businesses: can they navigate rough seas better than larger companies? # Techn # Economic Calendar Week 23 # Water - will greater investment help to improve supplies of this precious resource? # Small businesses: can they navigate rough seas better than larger companies? # Technical analysis: what is a "death cross" and why does it matter? # Economic Calendar Week 23 # Water - will greater investment help to improve supplies of this precious resource? # Small businesses: can they navigate rough seas better than larger companies? # Technical analysis: what is a "death cross" and why does it matter? http://www.ubspodcast.ch/research/100604_WMR_Podcast.mp3 Fri, 04 Jun 2010 19:00:00 +0200 Oliver Dettmann and Kurt Reiman no 16:22 water, ethics, scarcity, desalination, small caps, large caps, return, visibility, technical analysis, death cross, forecast, fundamentals # Economic Calendar Week 22 # Swiss National Bank - what will it do with its stockpile of foreign exchange reserves? # Equity volatility - is the recent surge justified or an overreaction? # China - w # Economic Calendar Week 22 # Swiss National Bank - what will it do with its stockpile of foreign exchange reserves? # Equity volatility - is the recent surge justified or an overreaction? # China - why has the country's stock market performed so poorly? # Economic Calendar Week 22 # Swiss National Bank - what will it do with its stockpile of foreign exchange reserves? # Equity volatility - is the recent surge justified or an overreaction? # China - why has the country's stock market performed so poorly? http://www.ubspodcast.ch/research/100528_WMR_Podcast.mp3 Fri, 28 May 2010 19:00:00 +0200 Oliver Dettmann and Kurt Reiman no 13:22 Swiss National Bank, foreign exchange reserves, Euro, Swiss Franc, volatility, valuation, earning?s growth, insurance, China, stock market, inflation, performance # Economic Calendar Week 21 # The Euro - does the currency have a future? # Debt crisis - are the biggest currencies now the weakest? # Central bank independence - is this a thing of the past? # Economic Calendar Week 21 # The Euro - does the currency have a future? # Debt crisis - are the biggest currencies now the weakest? # Central bank independence - is this a thing of the past? # Economic Calendar Week 21 # The Euro - does the currency have a future? # Debt crisis - are the biggest currencies now the weakest? # Central bank independence - is this a thing of the past? http://www.ubspodcast.ch/research/100521_WMR_Podcast.mp3 Fri, 21 May 2010 19:00:00 +0200 Andreas Hoefert and Kurt Reiman no 17:25 euro, future, public dept, crisis, central bank, dollar, pound sterling, dollar weakness, independence, ECB, inflation, asset bubble # Economic Calendar Week 20 # Sovereign credit quality - will AAA ratings become extinct? # Portugal and Spain - are they the next chapters in this unfolding Greek tragedy? # Hard assets - are they re # Economic Calendar Week 20 # Sovereign credit quality - will AAA ratings become extinct? # Portugal and Spain - are they the next chapters in this unfolding Greek tragedy? # Hard assets - are they really crisis proof? # Economic Calendar Week 20 # Sovereign credit quality - will AAA ratings become extinct? # Portugal and Spain - are they the next chapters in this unfolding Greek tragedy? # Hard assets - are they really crisis proof? http://www.ubspodcast.ch/research/100514_WMR_Podcast.mp3 Fri, 14 May 2010 19:00:00 +0200 Klaus Kriesel no 13:51 Credit quality, Great Britain, USA, AAA, Portugal, Spain, public dept, Greece, hard assets, gold, real estate, taxation # Economic Calendar Week 19 # Public debt crisis - what happens if Greece defaults? # International monetary policy - is the system in need of reform? # Latin America - how has the region fared since # Economic Calendar Week 19 # Public debt crisis - what happens if Greece defaults? # International monetary policy - is the system in need of reform? # Latin America - how has the region fared since the financial crisis? # Economic Calendar Week 19 # Public debt crisis - what happens if Greece defaults? # International monetary policy - is the system in need of reform? # Latin America - how has the region fared since the financial crisis? http://www.ubspodcast.ch/research/100507_WMR_Podcast.mp3 Fri, 07 May 2010 19:00:00 +0200 Oliver Dettmann and Kurt Reiman no 13:51 Greece, default, restructuring, haircut, monetary system, mortgage rates, inflation, regulation, commodities, growth, Chile, Brazil # The 2010 World Cup - who will become the world champion? # South Africa's economy - is the country leading the way for Africa? # African investments - is there more at the Cape than just Good Hope? # The 2010 World Cup - who will become the world champion? # South Africa's economy - is the country leading the way for Africa? # African investments - is there more at the Cape than just Good Hope? # The 2010 World Cup - who will become the world champion? # South Africa's economy - is the country leading the way for Africa? # African investments - is there more at the Cape than just Good Hope? http://www.ubspodcast.ch/research/100430_WMR_Podcast.mp3 Fri, 30 Apr 2010 19:00:00 +0200 Veronica Weisser and Kurt Reiman no 15:54 2010 World Cup, South Africa, world champion, Brazil, Germany, Italy, USA, Netherlands, England, equity markets, microfinance, economic growth # Economic Calendar Week 17 # Euro - is the common currency in trouble even with a rescue package? # Real estate - could low interest rates generate a new bubble? # Equities - sell in May and go away? # Economic Calendar Week 17 # Euro - is the common currency in trouble even with a rescue package? # Real estate - could low interest rates generate a new bubble? # Equities - sell in May and go away? # Economic Calendar Week 17 # Euro - is the common currency in trouble even with a rescue package? # Real estate - could low interest rates generate a new bubble? # Equities - sell in May and go away? http://www.ubspodcast.ch/research/100423_WMR_Podcast.mp3 Fri, 23 Apr 2010 19:00:00 +0200 Oliver Dettmann and Kurt Reiman no 15:29 Greece, Euro, monetary union, current account deficit, real estate, mortgage rates, recession, bubble, market myths, ratability, season, equities # Economic Calendar Week 16 # Eurozone - has the likelihood of a breakup increased? # Public debt - are governments more a disease than a cure? # IMF - what grade will it give the world economy? # Economic Calendar Week 16 # Eurozone - has the likelihood of a breakup increased? # Public debt - are governments more a disease than a cure? # IMF - what grade will it give the world economy? # Economic Calendar Week 16 # Eurozone - has the likelihood of a breakup increased? # Public debt - are governments more a disease than a cure? # IMF - what grade will it give the world economy? http://www.ubspodcast.ch/research/100416_WMR_Podcast.mp3 Fri, 16 Apr 2010 19:00:00 +0200 Oliver Dettmann and Kurt Reiman no 16:49 Greece, Euro, monetary union, government bonds, public dept, Japan, deflation, inflation, IMF, regulations, banks, stability # Economic Calendar Week 15 # Europe and Asia - are the regions on a path to greater cohesion? # Corporate profits - is the earnings recovery self-sustaining? # Energy sector - is a good defense the b # Economic Calendar Week 15 # Europe and Asia - are the regions on a path to greater cohesion? # Corporate profits - is the earnings recovery self-sustaining? # Energy sector - is a good defense the best offense? # Economic Calendar Week 15 # Europe and Asia - are the regions on a path to greater cohesion? # Corporate profits - is the earnings recovery self-sustaining? # Energy sector - is a good defense the best offense? http://www.ubspodcast.ch/research/100409_WMR_Podcast.mp3 Fri, 09 Apr 2010 19:00:00 +0200 Oliver Dettmann and Kurt Reiman no 17:56 Asien, Europa, Dienstleistung, Industrie, Quartal, Umsatzwachstum, Einsparungen, Aktien, Energie, Risiko, Bewertung, Ölkonzerne # Economic Calendar Week 14 # China - will the US take a tough stance on the yuan? # Drug producers - could reform legislation give the sector a shot in the arm? # Protectionism - will trade barriers # Economic Calendar Week 14 # China - will the US take a tough stance on the yuan? # Drug producers - could reform legislation give the sector a shot in the arm? # Protectionism - will trade barriers undermine globalization? # Economic Calendar Week 14 # China - will the US take a tough stance on the yuan? # Drug producers - could reform legislation give the sector a shot in the arm? # Protectionism - will trade barriers undermine globalization? http://www.ubspodcast.ch/research/100402_WMR_Podcast.mp3 Fri, 02 Apr 2010 19:00:00 +0200 Sandro Merino and Kurt Reiman no 15:31 China, Yuan, manipulation, import, drugs, healthcare reform, cost, earnings, protectionism, globalization, tariffs, barriers # Economic Calendar Week 13 # Swiss franc - will recent strength persist? # Consumer spending - where can investors find the best bargains? # Oil - will strong demand reenergize the outlook? # Economic Calendar Week 13 # Swiss franc - will recent strength persist? # Consumer spending - where can investors find the best bargains? # Oil - will strong demand reenergize the outlook? # Economic Calendar Week 13 # Swiss franc - will recent strength persist? # Consumer spending - where can investors find the best bargains? # Oil - will strong demand reenergize the outlook? http://www.ubspodcast.ch/research/100326_WMR_Podcast.mp3 Fri, 26 Mar 2010 19:00:00 +0100 Sandro Merino and Kurt Reiman no 17:50 Euro, Swiss Franc, Dollar, bubble, luxury, consumer staples, stocks, valuation, oil, China, rise, Saudi-Arabia # Economic Calendar Week 12 # Great Britain - how sick is the English patient? # Solar power - is the sun setting on this industry? # Smartphones - will they be a cash cow for the IT industry? # Economic Calendar Week 12 # Great Britain - how sick is the English patient? # Solar power - is the sun setting on this industry? # Smartphones - will they be a cash cow for the IT industry? # Economic Calendar Week 12 # Great Britain - how sick is the English patient? # Solar power - is the sun setting on this industry? # Smartphones - will they be a cash cow for the IT industry? http://www.ubspodcast.ch/research/100319_WMR_Podcast.mp3 Fri, 19 Mar 2010 19:00:00 +0100 Sandro Merino and Kurt Reiman no 16:30 UK, Germany, dept, poll, solar, tariff, efficiency, grid, smartphones, IT, advertisement, facebook # Economic Calendar Week 11 # The euro - where does the problem really lie? # China - is yuan appreciation a cure-all? # Luxury goods - is the outlook bright and shiny again? # Economic Calendar Week 11 # The euro - where does the problem really lie? # China - is yuan appreciation a cure-all? # Luxury goods - is the outlook bright and shiny again? # Economic Calendar Week 11 # The euro - where does the problem really lie? # China - is yuan appreciation a cure-all? # Luxury goods - is the outlook bright and shiny again? http://www.ubspodcast.ch/research/100312_WMR_Podcast.mp3 Fri, 12 Mar 2010 19:00:00 +0100 Andreas Hoefert and Kurt Reiman no 17:03 Greece, Germany, surplus, euro, China, yuan, appreciation, inflation, jewelry, watches, luxury, crisis # Economic Calendar Week 10 # Equity markets - will stocks pay dividends in 2010? # US dollar - is recent strength here to stay? # Consumption - how bright is the outlook for consumers? # Economic Calendar Week 10 # Equity markets - will stocks pay dividends in 2010? # US dollar - is recent strength here to stay? # Consumption - how bright is the outlook for consumers? # Economic Calendar Week 10 # Equity markets - will stocks pay dividends in 2010? # US dollar - is recent strength here to stay? # Consumption - how bright is the outlook for consumers? http://www.ubspodcast.ch/research/100305_WMR_Podcast.mp3 Fri, 05 Mar 2010 19:00:00 +0100 Oliver Dettmann and Kurt Reiman no 13:59 Risk, valuation, earnings, euphoria, weakness, dept, trade, inflation, consumption, estate, labor, leverage # Economic Calendar Week 9 # Greece and the euro - just how bad is the situation? # Auto sector - has the industry seen its darkest hour? # Social friction - will the high ranks of the unemployed dema # Economic Calendar Week 9 # Greece and the euro - just how bad is the situation? # Auto sector - has the industry seen its darkest hour? # Social friction - will the high ranks of the unemployed demand change? # Economic Calendar Week 9 # Greece and the euro - just how bad is the situation? # Auto sector - has the industry seen its darkest hour? # Social friction - will the high ranks of the unemployed demand change? http://www.ubspodcast.ch/research/100226_WMR_Podcast.mp3 Fri, 26 Feb 2010 19:00:00 +0100 Andreas Hoefert and Kurt Reiman no 18:24 Greece, dept, PIGS, Japan, auto, Geneva, growth, China, friction, strikes, satisfaction, unemployment # Economic Calendar Week 8 # Canada and Greece: can the 2010 Olympic host teach Olympia a fiscal lesson? # The euro: will the common currency withstand its first major challenge? # Government bonds: # Economic Calendar Week 8 # Canada and Greece: can the 2010 Olympic host teach Olympia a fiscal lesson? # The euro: will the common currency withstand its first major challenge? # Government bonds: are they as safe as investors might think? # Economic Calendar Week 8 # Canada and Greece: can the 2010 Olympic host teach Olympia a fiscal lesson? # The euro: will the common currency withstand its first major challenge? # Government bonds: are they as safe as investors might think? http://www.ubspodcast.ch/research/100219_WMR_Podcast.mp3 Fri, 19 Feb 2010 19:00:00 +0100 Andreas Hoefert and Kurt Reiman no 18:15 Canada, Olympics 2010, Greece, fiscal lesson, euro, major challenge, monetary union, Europe, Government bonds, safe investment, risk free investment, common currency # Economic Calendar Week 7 # Exit strategies: are low rates on the way out? # Sovereign credit risk: could fiscal spending derail the recovery? # Commodities: is the latest setback purely temporary? # Economic Calendar Week 7 # Exit strategies: are low rates on the way out? # Sovereign credit risk: could fiscal spending derail the recovery? # Commodities: is the latest setback purely temporary? # Economic Calendar Week 7 # Exit strategies: are low rates on the way out? # Sovereign credit risk: could fiscal spending derail the recovery? # Commodities: is the latest setback purely temporary? http://www.ubspodcast.ch/research/100212_WMR_Podcast.mp3 Fri, 12 Feb 2010 19:00:00 +0100 Andreas Hoefert and Kurt Reiman no 19:15 Exit strategy, sovereign credit, Greece, low rates, fiscal spending, Commodities, Gold, Europe, Oil, economic recovery, Government, Emerging Markets # Economic Calendar Week 6 # China and the US - is the relationship symbiotic or dysfunctional? # Asset returns - is it time to become more selective? # Foreign exchange - will the currencies of small # Economic Calendar Week 6 # China and the US - is the relationship symbiotic or dysfunctional? # Asset returns - is it time to become more selective? # Foreign exchange - will the currencies of small countries shine in 2010? # Economic Calendar Week 6 # China and the US - is the relationship symbiotic or dysfunctional? # Asset returns - is it time to become more selective? # Foreign exchange - will the currencies of small countries shine in 2010? http://www.ubspodcast.ch/research/100205_WMR_Podcast.mp3 Fri, 05 Feb 2010 19:00:00 +0100 Andreas Hoefert and Kurt Reiman no 16:51 China, USA, trade balance, gold, stocks, bonds, asset allocation, US Dollar, Norwegian Kroner, Swiss Franc, Euro # Economic Calendar Week 5 # Unemployment - is the worst over or will the problem linger? # Frontier markets - is there a new opportunity on the horizon? # Monetary policy - are future rate hikes givi # Economic Calendar Week 5 # Unemployment - is the worst over or will the problem linger? # Frontier markets - is there a new opportunity on the horizon? # Monetary policy - are future rate hikes giving equity markets the jitters? # Economic Calendar Week 5 # Unemployment - is the worst over or will the problem linger? # Frontier markets - is there a new opportunity on the horizon? # Monetary policy - are future rate hikes giving equity markets the jitters? http://www.ubspodcast.ch/research/100128_WMR_Podcast.mp3 Fri, 29 Jan 2010 19:00:00 +0100 Sandro Merino and Kurt Reiman no 17:47 Unemployment, structural unemployment, recession, economic growth, frontier market, emerging market, convergence, world population, rate hikes, ECB, stock market, recovery # Economic Calendar Week 4 # Swiss Franc strength - is the Swiss National Bank powerless to control its currency? # IT - what are the underlying trends supporting the tech sector? # Russia - is the op # Economic Calendar Week 4 # Swiss Franc strength - is the Swiss National Bank powerless to control its currency? # IT - what are the underlying trends supporting the tech sector? # Russia - is the opportunity worth the risk for investors? # Economic Calendar Week 4 # Swiss Franc strength - is the Swiss National Bank powerless to control its currency? # IT - what are the underlying trends supporting the tech sector? # Russia - is the opportunity worth the risk for investors? http://www.ubspodcast.ch/research/100122_WMR_Podcast.mp3 Fri, 22 Jan 2010 19:00:00 +0100 Sandro Merino and Kurt Reiman no 17:11 Swiss Franc, Euro, appreciation, Swiss National Bank, IT, trend, investment, advertisement, Russia, energy prices, India, China # Economic Calendar Week 3 # China's growth miracle - who reaps the benefits? # Risk-free assets - does such a thing really exist? # Crude oil - are higher prices the result of speculation? # Economic Calendar Week 3 # China's growth miracle - who reaps the benefits? # Risk-free assets - does such a thing really exist? # Crude oil - are higher prices the result of speculation? # Economic Calendar Week 3 # China's growth miracle - who reaps the benefits? # Risk-free assets - does such a thing really exist? # Crude oil - are higher prices the result of speculation? http://www.ubspodcast.ch/research/100115_WMR_Podcast.mp3 Fri, 15 Jan 2010 19:00:00 +0100 Andreas Hoefert and Kurt Reiman no 16:08 China, economic recovery, exports, Yuan appreciation, government bonds, risk, public dept, rating agencies, capital protection, crude oil, price hike, carry trade # Economic Calendar Week 2 # Government deficits - what are the risks to bond investors? # Mergers and acquisitions - could this be a big deal during 2010? # Corporate earnings - are more positive sur # Economic Calendar Week 2 # Government deficits - what are the risks to bond investors? # Mergers and acquisitions - could this be a big deal during 2010? # Corporate earnings - are more positive surprises in store for the fourth quarter? # Economic Calendar Week 2 # Government deficits - what are the risks to bond investors? # Mergers and acquisitions - could this be a big deal during 2010? # Corporate earnings - are more positive surprises in store for the fourth quarter? http://www.ubspodcast.ch/research/100108_WMR_Podcast.mp3 Fri, 08 Jan 2010 18:00:00 +0100 Sandro Merino and Kurt Reiman no 14:03 government deficits, tax hikes, inflation, government bonds, mergers and acquisitions, economic cycle, take over candidates, successful mergers, earning season, corporate earnings, price target for equity markets, stock selection # Important releases for 2010 # World Cup and Olympics - is there an investment opportunity in major events? # Paul Samuelson - how will his legacy live on in economics and finance # Performance - wil # Important releases for 2010 # World Cup and Olympics - is there an investment opportunity in major events? # Paul Samuelson - how will his legacy live on in economics and finance # Performance - will major asset classes follow separate paths in 2010 # Important releases for 2010 # World Cup and Olympics - is there an investment opportunity in major events? # Paul Samuelson - how will his legacy live on in economics and finance # Performance - will major asset classes follow separate paths in 2010 http://www.ubspodcast.ch/research/091218_WMR_Podcast.mp3 Fri, 18 Dec 2009 19:00:00 +0100 Andreas Hoefert and Kurt Reiman no 18:21 Olympics, Vancouver, South Africa, FIFA World Cup, Paul Samuelson, market place, John Maynard Keynes, Milton Friedman, gold, cash, asset class, decoupling # Economic Calendar Week 51 # Interest rates - could rate hikes jolt financial markets next year? # Commodities - in what direction are prices headed? # Emerging markets - will higher growth still gen # Economic Calendar Week 51 # Interest rates - could rate hikes jolt financial markets next year? # Commodities - in what direction are prices headed? # Emerging markets - will higher growth still generate higher returns? # Economic Calendar Week 51 # Interest rates - could rate hikes jolt financial markets next year? # Commodities - in what direction are prices headed? # Emerging markets - will higher growth still generate higher returns? http://www.ubspodcast.ch/research/091211_WMR_Podcast.mp3 Fri, 11 Dec 2009 19:00:00 +0100 Sandro Merino and Kurt Reiman no 18:21 interest rate hikes, central bank, equities, recession, commodities, gold, asset bubble, platinum, emerging markets, currency reserves, economic growth, risk # Economic Calendar Week 50 # 2010 - where are the economy and financial markets headed next year? # Climate change - is Copenhagen the only hope for progress? # Equity styles - is there still value i # Economic Calendar Week 50 # 2010 - where are the economy and financial markets headed next year? # Climate change - is Copenhagen the only hope for progress? # Equity styles - is there still value in value investing? # Economic Calendar Week 50 # 2010 - where are the economy and financial markets headed next year? # Climate change - is Copenhagen the only hope for progress? # Equity styles - is there still value in value investing? http://www.ubspodcast.ch/research/091204_WMR_Podcast.mp3 Fri, 04 Dec 2009 19:00:00 +0100 Andreas Hoefert and Kurt Reiman no 17:39 economic outlook 2010, central bank, business cycle, public dept, climate chance, Copenhagen, alternative energy, energy efficiency, value investing, growth investing, equity market, profit # Economic Calendar Week 49 # Dubai - are financial markets headed for another crisis? # Gold - speculative bubble or rational expectations? # Free trade - will the recession spark a backlash? # Economic Calendar Week 49 # Dubai - are financial markets headed for another crisis? # Gold - speculative bubble or rational expectations? # Free trade - will the recession spark a backlash? # Economic Calendar Week 49 # Dubai - are financial markets headed for another crisis? # Gold - speculative bubble or rational expectations? # Free trade - will the recession spark a backlash? http://www.ubspodcast.ch/research/091127_WMR_Podcast.mp3 Fri, 27 Nov 2009 19:00:00 +0100 Sandro Merino and Kurt Reiman no 16:37 Dubai, financial crises, dept, emerging markets, asset bubble, central banks, WTO, world trade, protectionism, comparative advantage # Economic Calendar Week 48 # The Chinese Yuan - ticking time bomb for the world economy? # 2012 - why the obsession with end-of-world fantasies # Media and Entertainment - are the good times over? # Economic Calendar Week 48 # The Chinese Yuan - ticking time bomb for the world economy? # 2012 - why the obsession with end-of-world fantasies # Media and Entertainment - are the good times over? # Economic Calendar Week 48 # The Chinese Yuan - ticking time bomb for the world economy? # 2012 - why the obsession with end-of-world fantasies # Media and Entertainment - are the good times over? http://www.ubspodcast.ch/research/091120_WMR_Podcast.mp3 Fri, 20 Nov 2009 18:00:00 +0100 Andreas Hoefert and Robin Miranda no 15:45 US Dollar, Yuan, imbalances, appreciation, 2012, Roland Emmerich, Armageddon, Elliot Wave, American Music Award, copyright, Google, innovation # Economic Calendar Week 47 # US Dollar - why is the world's reserve currency getting weaker? # Climate Change and Copenhagen - big results or big bust? # Eastern Europe - still mired in crisis? # Economic Calendar Week 47 # US Dollar - why is the world's reserve currency getting weaker? # Climate Change and Copenhagen - big results or big bust? # Eastern Europe - still mired in crisis? # Economic Calendar Week 47 # US Dollar - why is the world's reserve currency getting weaker? # Climate Change and Copenhagen - big results or big bust? # Eastern Europe - still mired in crisis? http://www.ubspodcast.ch/research/091113_WMR_Podcast.mp3 Fri, 13 Nov 2009 18:00:00 +0100 Andreas Hoefert and Robin Miranda no 17:31 US Dollar, Euro, Yuan, reserve currency, global warming, Copenhagen, carbon trading, Kyoto protocol, Eastern and Central Europe, recession, economic growth, emerging markets # Economic Calendar Week 46 # Germany - is tax reform a good deal? # Asia and Obama - what interests will he pursue? # Money - why don't we know how much there is? # Economic Calendar Week 46 # Germany - is tax reform a good deal? # Asia and Obama - what interests will he pursue? # Money - why don't we know how much there is? # Economic Calendar Week 46 # Germany - is tax reform a good deal? # Asia and Obama - what interests will he pursue? # Money - why don't we know how much there is? http://www.ubspodcast.ch/research/091106_WMR_Podcast.mp3 Fri, 06 Nov 2009 18:00:00 +0100 Sandro Merino and Robin Miranda no 15:45 Germany, tax cuts, political agenda, dept brake, Asia, Obama, Apec, China, USA, money, asset bubble, shadow money # Economic Calendar Week 45 # Mergers and acquisitions - will companies find good deals? # The printing press - does more money lead to inflation? # Economic outlook - is there more positive news in s # Economic Calendar Week 45 # Mergers and acquisitions - will companies find good deals? # The printing press - does more money lead to inflation? # Economic outlook - is there more positive news in store? # Economic Calendar Week 45 # Mergers and acquisitions - will companies find good deals? # The printing press - does more money lead to inflation? # Economic outlook - is there more positive news in store? http://www.ubspodcast.ch/research/091030_WMR_Podcast.mp3 Fri, 30 Oct 2009 18:00:00 +0100 Andreas Hoefert und Kurt Reiman no 15:11 mergers and acquisitions, M&A, business cycle, dept, money supply, inflation, digital deflation, speculative bubble, economic growth, EU, fourth quarter 2009, stimulus package # Economic Calendar Week 44 # Latin America - what's cooking? # Airlines - is the sky the limit? # Global economy - mind the ghosts? # Economic Calendar Week 44 # Latin America - what's cooking? # Airlines - is the sky the limit? # Global economy - mind the ghosts? # Economic Calendar Week 44 # Latin America - what's cooking? # Airlines - is the sky the limit? # Global economy - mind the ghosts? http://www.ubspodcast.ch/research/091023_WMR_Podcast.mp3 Fri, 23 Oct 2009 19:00:00 +0200 Sandro Merino and Robin Miranda no 17:00 US, Switzerland, unemployment, Latin America, Brazil, Airlines, Transportation, Global economy, Halloween, economic recovery, record, Emerging Markets # Economic Calendar Week 43 # Emerging Markets - is India still a bright light for the world economy? # Interest rates - will stocks and bonds remain out of sync - or will they soon re-link? # Commod # Economic Calendar Week 43 # Emerging Markets - is India still a bright light for the world economy? # Interest rates - will stocks and bonds remain out of sync - or will they soon re-link? # Commodities - will prices continue to move higher as the economy recovers? # Economic Calendar Week 43 # Emerging Markets - is India still a bright light for the world economy? # Interest rates - will stocks and bonds remain out of sync - or will they soon re-link? # Commodities - will prices continue to move higher as the economy recovers? http://www.ubspodcast.ch/research/091016_WMR_Podcast.mp3 Fri, 16 Oct 2009 19:00:00 +0200 Sandro Merino and Kurt Reiman no 19:29 India, emerging markets, inflation, interest rates, stocks, bonds, oil, gold, commodities, economic recovery, China, UK # Economic Calendar Week 42 # Earnings season - are there more positive surprises in store? # Unemployment - how bad can it get? # Climate change - will policies emerge to control greenhouse emissions # Economic Calendar Week 42 # Earnings season - are there more positive surprises in store? # Unemployment - how bad can it get? # Climate change - will policies emerge to control greenhouse emissions? # Economic Calendar Week 42 # Earnings season - are there more positive surprises in store? # Unemployment - how bad can it get? # Climate change - will policies emerge to control greenhouse emissions? http://www.ubspodcast.ch/research/091009_WMR_Podcast.mp3 Fri, 09 Oct 2009 19:00:00 +0200 Sandro Merino and Kurt Reiman no 15:33 Earnings, earnings season, unemployment, climate change, Copenhagen, Climate Change Conference, USA, Europe, energy efficiency, greenhouse emissions, China # Economic Calendar Week 41 # Markets and the Economy - does the global recovery have feet of clay? # International Monetary Fund - Did it make the grade during the financial crisis? # The Nobel Prize # Economic Calendar Week 41 # Markets and the Economy - does the global recovery have feet of clay? # International Monetary Fund - Did it make the grade during the financial crisis? # The Nobel Prize - who will win the 2009 Prize in Economics? # Economic Calendar Week 41 # Markets and the Economy - does the global recovery have feet of clay? # International Monetary Fund - Did it make the grade during the financial crisis? # The Nobel Prize - who will win the 2009 Prize in Economics? http://www.ubspodcast.ch/research/091002_WMR_Podcast.mp3 Fri, 02 Oct 2009 18:00:00 +0200 Sandro Merino and Robin Miranda no 16:44 markets and the economy, economic outlook, economic growth, International Monetary Fund, Istanbul, Hungary, Island, Nobel Prize, Behavioral Finance, environmental economics, behavior # Economic Calendar Week 40 # European Union and the Euro - could Ireland spark trouble? # Japan - economic problem child or comeback kid? # Stocks - where are they most attractive? # Economic Calendar Week 40 # European Union and the Euro - could Ireland spark trouble? # Japan - economic problem child or comeback kid? # Stocks - where are they most attractive? # Economic Calendar Week 40 # European Union and the Euro - could Ireland spark trouble? # Japan - economic problem child or comeback kid? # Stocks - where are they most attractive? http://www.ubspodcast.ch/research/090925_WMR_Podcast.mp3 Fri, 25 Sep 2009 18:00:00 +0200 Sandro Merino and Robin Miranda no 18:31 German election, Euro, EU, Japan, stocks, Ireland, referendum, real estate market, Yen, aging population, purchasing power, deflation # Economic Calendar Week 39 # Pittsburgh - breakthrough to a new financial system? # US-China trade - is the spat over tires overinflated? # Real estate - does the asset provide shelter in a storm? # Economic Calendar Week 39 # Pittsburgh - breakthrough to a new financial system? # US-China trade - is the spat over tires overinflated? # Real estate - does the asset provide shelter in a storm? # Economic Calendar Week 39 # Pittsburgh - breakthrough to a new financial system? # US-China trade - is the spat over tires overinflated? # Real estate - does the asset provide shelter in a storm? http://www.ubspodcast.ch/research/090918_WMR_Podcast.mp3 Fri, 18 Sep 2009 18:00:00 +0200 Andreas Hoefert and Kurt Reiman no 17:36 Pittsburgh, real estate, trade war, regulation, US Federal Reserve, G20, currency reserves, Obama, Sarkosy, manager bonus, SDR # Economic Calendar Week 38 # Business cycle - is the recovery already losing steam? # Cars - is the industry choking on its own fumes? # Global competition: are the fittest countries really the stron # Economic Calendar Week 38 # Business cycle - is the recovery already losing steam? # Cars - is the industry choking on its own fumes? # Global competition: are the fittest countries really the strongest? # Economic Calendar Week 38 # Business cycle - is the recovery already losing steam? # Cars - is the industry choking on its own fumes? # Global competition: are the fittest countries really the strongest? http://www.ubspodcast.ch/research/090911_WMR_Podcast.mp3 Fri, 11 Sep 2009 19:00:00 +0200 Andreas Hoefert and Kurt Reiman no 15:16 business cycle, competition, competitiveness, car, auto, automakers, Euro, deflation, recovery, fiscal spending, government bond, inflation, sugar rush recovery, # Economic Calendar Week 37 # USA - can we say goodbye to the world's largest economy? # Infrastructure - is the world a giant construction site? # Carry Trades - will risky investments unbalance the # Economic Calendar Week 37 # USA - can we say goodbye to the world's largest economy? # Infrastructure - is the world a giant construction site? # Carry Trades - will risky investments unbalance the currency markets? # Economic Calendar Week 37 # USA - can we say goodbye to the world's largest economy? # Infrastructure - is the world a giant construction site? # Carry Trades - will risky investments unbalance the currency markets? http://www.ubspodcast.ch/research/090904_WMR_Podcast.mp3 Fri, 04 Sep 2009 19:00:00 +0200 Andreas Hoefert and Robin Miranda no 17:22 UBS, Podcast, WMR, USA, America, banks, China, public dept, UK, Japan, gross domestic product, GDP, cut spending, # Economic Calendar Week 36 # Losses - did alternatives to stocks and bonds fall down on the job? # Germany - will the logjam of much-needed reforms break after the election? # G20 - is the end in sig # Economic Calendar Week 36 # Losses - did alternatives to stocks and bonds fall down on the job? # Germany - will the logjam of much-needed reforms break after the election? # G20 - is the end in sight for economic imbalances? # Economic Calendar Week 36 # Losses - did alternatives to stocks and bonds fall down on the job? # Germany - will the logjam of much-needed reforms break after the election? # G20 - is the end in sight for economic imbalances? http://www.ubspodcast.ch/research/090828_WMR_Podcast.mp3 Fri, 28 Aug 2009 19:00:00 +0200 Andreas Hoefert and Robin Miranda no 14:48 UBS, Podcast, WMR, Gold, listed real estate, hedge funds, private equity, crisis, diversification, loss, NTAC, Angela Merkel, election # Economic Calendar Week 35 # Cities - where does one get the biggest bang for a buck? # Emerging markets - do people underestimate their potential? # Recovery - will green shoots be followed by the n # Economic Calendar Week 35 # Cities - where does one get the biggest bang for a buck? # Emerging markets - do people underestimate their potential? # Recovery - will green shoots be followed by the next bubble? # Economic Calendar Week 35 # Cities - where does one get the biggest bang for a buck? # Emerging markets - do people underestimate their potential? # Recovery - will green shoots be followed by the next bubble? http://www.ubspodcast.ch/research/090821_WMR_Podcast.mp3 Fri, 21 Aug 2009 19:00:00 +0200 Andreas Hoefert and Robin Miranda no 14:53 purchasing power, Zurich, London, purchasing power, retirement, emerging markets, Asian crises, foreign exchange reserves, risky assets, regulation, bubble, departure from a tend # Economic Calendar Week 34 # Stocks - has the train already left the station? # Soybeans, wheat, corn - when is investing in agricultural commodities unethical? # Inflation - a lot of hot air but w # Economic Calendar Week 34 # Stocks - has the train already left the station? # Soybeans, wheat, corn - when is investing in agricultural commodities unethical? # Inflation - a lot of hot air but where is the straight talk? # Economic Calendar Week 34 # Stocks - has the train already left the station? # Soybeans, wheat, corn - when is investing in agricultural commodities unethical? # Inflation - a lot of hot air but where is the straight talk? http://www.ubspodcast.ch/research/090814_WMR_Podcast.mp3 Fri, 14 Aug 2009 19:00:00 +0200 Andreas Hoefert and Klaus Kriesel no 16:05 UBS, Podcast, WMR, wheat, corn, agricultural commodities, ethic, stocks, deflation, prognosis, inflation, economics