Andrew Dubinsky
Senior U.S. economist at the UBS Chief Investment Office who discusses growth, labor market, inflation, and likely Federal Reserve policy paths.
Best podcasts with Andrew Dubinsky
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Mar 6, 2026 • 12min
Top of the Morning: U.S. labor market & inflationary environment
Andrew Dubinsky, Senior U.S. Economist at UBS CIO, provides concise macro analysis. He breaks down February’s softer-than-expected jobs data and why a single weak month may mislead. He explains the low-hire, low-fire labor dynamic, GDP and hiring outlook, and previews an anticipated step down in core inflation with differing goods versus services trends.
Mar 17, 2026 • 17min
Top of the Morning: Muni Market Guide - A balancing act
Andrew Dubinsky, Senior U.S. economist at UBS CIO, gives a brisk macro view on growth, labor and inflation. Sudip Mukherjee, senior municipal research strategist, breaks down muni technicals, credit quality and tactical barbell positioning. They discuss attractive tax-equivalent yields, duration opportunities on the long end, elevated supply and the need to balance risk and return.
