What podcasts say about Paul Donovan

Every statement, with the speaker, the exact quote and the moment it was said.

What Paul Donovan has said on podcasts

22 statements · 6 positive · 12 negative · 1 mixed · 3 neutral

on US employment dataNegativeOct 5, 2026· UBS On-Air: Market Moves
US employment data is frequently revised and unreliable in real time
“The numbers showed that data is frequently revised and not to be trusted in real time.”
Listen at 0:20
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'Revisions, resilience, and affordability'
on US employment reportPositiveOct 5, 2026· UBS On-Air: Market Moves
The employment report indicates little risk of second-round inflation effects
“The employment report emphasises that there is little chance of second round inflation effects emerging”
Listen at 0:56
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'Revisions, resilience, and affordability'
on US real wage growthNeutralOct 5, 2026· UBS On-Air: Market Moves
US real wage growth is likely close to zero
“Wage growth, after adjusting for inflation, is likely close to zero.”
Listen at 1:08
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'Revisions, resilience, and affordability'
on US consumersPositiveOct 5, 2026· UBS On-Air: Market Moves
US consumers can reduce savings to finance consumption
“The US consumer has the ability to cut back on savings to finance consumption”
Listen at 1:23
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'Revisions, resilience, and affordability'
on US consumer demand and cost pressuresMixedOct 5, 2026· UBS On-Air: Market Moves
US cost pressures will persist, but demand will not collapse soon
“That suggests that while cost pressures will not abate in the United States, demand is not going to fall off the edge of a cliff quite yet.”
Listen at 1:34
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'Revisions, resilience, and affordability'
on US consumer savingsNegativeOct 5, 2026· UBS On-Air: Market Moves
US consumption turns sharply weaker when savings cannot fall further
“US consumers are either unwilling, or unable to reduce their savings further.”
Listen at 1:47
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'Revisions, resilience, and affordability'
on US Federal Reserve rate hikeNegativeOct 5, 2026· UBS On-Air: Market Moves
Another US rate hike would not affect inflation or growth
“This is still an unnecessary hike that will not affect inflation or growth”
Listen at 2:22
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'Revisions, resilience, and affordability'
on Jair BolsonaroPositiveOct 5, 2026· UBS On-Air: Market Moves
Markets will likely position for Bolsonaro to win Brazil’s runoff
“Markets are likely to position for a Bolsonaro victory”
Listen at 2:59
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'Revisions, resilience, and affordability'
on Global anti-incumbent political trendNegativeOct 5, 2026· UBS On-Air: Market Moves
Brazil’s election reinforces the global anti-incumbent political trend
“the anti-incumbent trend of global politics is somewhat reinforced.”
Listen at 3:15
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'Revisions, resilience, and affordability'
on France's debt-to-wealth ratioPositiveOct 5, 2026· UBS On-Air: Market Moves
France has a relatively favorable debt-to-wealth ratio versus the United States
“France's debt-to-wealth ratio remains relatively favourable, especially when compared to countries like the United States”
Listen at 3:30
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'Revisions, resilience, and affordability'
on EuroNegativeOct 5, 2026· UBS On-Air: Market Moves
French fiscal narratives may be contributing to euro weakness
“The narrative might be affecting the euro, which has weakened”
Listen at 3:48
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'Revisions, resilience, and affordability'
on EuroNeutralOct 5, 2026· UBS On-Air: Market Moves
Euro value is driven by Europeans selling currency to invest overseas
“Because the euro area is a current account surplus area, the value of the euro is driven by the willingness of Europeans to sell their currency and invest overseas”
Listen at 3:56
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'Revisions, resilience, and affordability'
on US real inflation-adjusted earningsNegativeOct 2, 2026· UBS On-Air: Market Moves
US real inflation-adjusted earnings are currently poor.
“real inflation-adjusted earnings so poor”
Listen at 1:01
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'
on US labor shareNegativeOct 2, 2026· UBS On-Air: Market Moves
The US labor share has continued falling and is historically extremely low.
“the labour share of the economy in the States has continued to fall and is, historically, at extremely low levels.”
Listen at 1:26
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'
on US labor marketNegativeOct 2, 2026· UBS On-Air: Market Moves
The declining wage share indicates that the US labor market is not healthy.
“Nonetheless, so significant a decline in the wage share of the economy hardly signals a healthy labour market.”
Listen at 1:57
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'
on Moderate wage growthPositiveOct 2, 2026· UBS On-Air: Market Moves
Moderate wage growth is a helpful signal for future inflation and cost trends.
“The moderate wage growth is, of course, a helpful signal for future inflation and cost trends”
Listen at 2:05
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'
on US labor-market indicatorsNegativeOct 2, 2026· UBS On-Air: Market Moves
Inconsistent labor indicators make the US labor-market picture less reliable.
“the inconsistency raises concerns about how reliable a picture of the US labor market investors and policymakers are actually getting.”
Listen at 2:20
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'
on Government price assistanceNeutralOct 2, 2026· UBS On-Air: Market Moves
Some inflation changes reflect withdrawn government price suppression rather than market forces.
“At least some of the changes in inflation are therefore not really about market forces, but simply the government no longer suppressing prices”
Listen at 2:44
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'
on European energy pricesNegativeOct 2, 2026· UBS On-Air: Market Moves
European energy prices were more significant than initially expected in the past month.
“it seems as if energy prices have been more significant in many parts of Europe in the past month than had originally been expected.”
Listen at 3:02
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'
on Dutch inflationPositiveOct 2, 2026· UBS On-Air: Market Moves
Dutch inflation was lower than consensus expectations.
“The Dutch inflation numbers were, however, lower than consensus.”
Listen at 3:11
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'
on Russian military conductNegativeOct 2, 2026· UBS On-Air: Market Moves
Ignoring legal rules has resulted in more attacks on civilian targets.
“this has resulted in an increase in attacks on civilian targets.”
Listen at 3:32
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'
on Ukraine attacks on Russian energy infrastructureNegativeOct 2, 2026· UBS On-Air: Market Moves
Ukraine is unlikely to stop attacking Russian energy infrastructure.
“This belief presumably makes it unlikely that Ukraine will give up attacks on Russian energy infrastructure”
Listen at 3:37
Open the episode · UBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.