UBS On-Air: Market Moves
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UBS On-Air: Market Moves
UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior
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UBS On-Air: Paul Donovan Daily Audio 'Inflation fears without inflation'
US October consumer price inflation should have been published today. It is unlikely the number will ever be calculated, because there was no one to c...
UBS On-Air: Paul Donovan Daily Audio 'Fiscal boosts and bonds'
US President Trump has suggested that most US households could receive a USD2,000 cheque from the government. Such a move would require legislation. T...
Top of the Morning: CIO Strategy Snapshot - Data backlog
As the U.S. government nears reopening, Jason outlines the terms of the deal, though more importantly, explains when investors can expect to get new e...
UBS On-Air: Paul Donovan Daily Audio 'Do tariff cuts cut prices?'
Media reports suggest US importers may face a lower tariff on products from Switzerland (the suggestion is that the August 39% tariff becomes 15%). Sw...
Top of the Morning: From sea to shining sea - The transcontinental railroad
The 250 years of US innovation publication series highlights examples of how transformational innovation has been an engine of US economic growth sinc...
Signal over Noise with Ulrike Hoffmann-Burchardi
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for...
Across the Pond: Bubble fears meet FOMO
Investors have been caught between the fear of missing the AI revolution and growing worries about an equity market bubble. With US valuations at the...
UBS On-Air: Paul Donovan Daily Audio 'Trade trends?'
Yesterday, the Bank of England did what it does best and disagreed with itself over policy. The finely balanced vote opens the way for a rate cut in D...
How should I be positioned? with Dr. David Kelly (JPMorgan Asset Management) and Jason Draho (UBS CIO)
Jason is joined in studio by Dr. David Kelly for an engaging conversation about the potential path forward for monetary policy, the state of the U.S....
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 50)
On this week’s episode of Viewpoints, Burkhard shares some boots-on-the-ground perspectives from Cape Town, South Africa, including thoughts on the fa...
UBS On-Air: Paul Donovan Daily Audio 'The Supremes'
The US Supreme Court hearing on the legality of the majority of the US administration’s tariffs produced a positive reaction from tariff-related equit...
Top of the Morning: Year-end planning priorities - Retirement and tax strategies
Join Justin Waring, Head of UBS Wealth Way Strategy and Solutions, as he outlines year-end planning priorities and what’s on the horizon for retiremen...
UBS On-Air: Paul Donovan Daily Audio 'Talk and taxes'
The economic calendar includes several central bank announcements, as well as the release of the Bank of Japan’s minutes. With limited investor focus...
Top of the Morning: POTUS 47 - IEEPA hearing, Election Day, Government shutdown
Kurt drops by the studio to update on a variety of timely topics, including the implications of potential Election Day outcomes, the prospects for an...
UBS On-Air: Paul Donovan Daily Audio 'Credit where credit’s due?'
If the US had a functioning federal government, we would be getting September trade data today. In theory, one could calculate US trade numbers by usi...
House Call: Talking Equity Markets with UBS Asset Management
Join Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios and Head of the Private Client US Equity Team with UBS Asset Managemen...
Top of the Morning: CEO Macro Briefing Book - 4Q25 update
Paul drops by the studio for an assessment of the market and macroeconomic environment as we make our way through 4Q25. We focus in on the upward mom...
UBS On-Air: Paul Donovan Daily Audio 'Polls and politics'
The October US ISM manufacturing sentiment poll is due. Falling survey repose rates and rising political polarisation have conspired to reduce the re...
Signal over Noise with Ulrike Hoffmann-Burchardi
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for...
How should I be positioned? with Paula Campbell Roberts (KKR) and Jason Draho (UBS CIO)
Paula re-joins Jason in studio for a discussion around the US macroeconomic environment, including an outlook for growth, and Fed rate cuts. We also...
UBS On-Air: Paul Donovan Daily Audio 'Fearing fear'
We should be getting US personal income and spending data today, but because the US lacks a properly functioning government we are getting no such thi...
Fixed Income Conversation Corner Podcast with Leslie Falconio (UBS CIO) and Mike Contopoulos (Richard Bernstein Advisors)
Mike Contopoulos rejoins Leslie Falconio for a discussion around year-end asset class performance expectations, the implications of a lower rate envir...
UBS On-Air: Paul Donovan Daily Audio 'British style'
The Federal Reserve spoke with an almost British accent yesterday, cutting rates a quarter point with a Bank of England-like three-way vote split. Fed...
Top of the Morning: Fixed Income Strategist - Almost ample
Leslie and John stop by on Fed Day for an update on fixed income markets, positioning views, and an outlook for monetary policy. We also examine the...
UBS On-Air: Paul Donovan Daily Audio 'Another little cut'
The Federal Reserve is expected to cut rates a quarter point. The absence of credible short-term data since the last Fed meeting means policymakers ca...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 49)
On this week’s episode of Viewpoints, Burkhard reflects on the current upward equity market momentum and answers the age-old question: “Are we in a bu...
Top of the Morning: Venezuela - Visualizing the day after tomorrow
We examine the current situation in Venezuela, including a look at the opportunities and challenges facing Venezuela’s economy. Plus, thoughts as to...
UBS On-Air: Paul Donovan Daily Audio 'The Italian States of America'
The IMF suggested that the US government debt-to-GDP ratio will exceed that of Italy by the end of the decade. There is no reason to suppose this IMF...
Top of the Morning: CIO Strategy Snapshot - The two most important numbers in economics
Jason sets the table for a busy week ahead which includes several Mag 7 Q3 earnings reports, the highly anticipated APEC summit, and October FOMC meet...
UBS On-Air: Paul Donovan Daily Audio 'Less tense?'
Trade tensions between the US and China appear to have moved into a “dial down” phase after the recent escalation. While details will probably not be...
Signal over Noise with Ulrike Hoffmann-Burchardi
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for...
Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management
Tune in to hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income and Liquidity teams, as they sha...
Top of the Morning: Seek opportunities in China
Dan Cassidy welcomes Xingchen Yu, Emerging Markets Strategist Americas, for a timely update on China. Xingchen discusses CIO’s latest upgrades to Chin...
UBS On-Air: Paul Donovan Daily Audio 'Trade talk turmoil'
US President Trump announced trade negotiations with Canada would end. Trump is unhappy with the Province of Ontario’s adverts, directly quoting US Pr...
Talking Markets Podcast (Investing in China) with Andrew Mattock, Matthews Asia
Andrew Mattock is a Portfolio Manager focused on Chinese equities at Matthews Asia. We discuss the macro factors that have driven China’s markets, an...
UBS On-Air: Paul Donovan Daily Audio 'Blips'
There has been a small blip in the oil price following the US announcement that two Russian energy companies would be blacklisted. US President Trump...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 48)
On this week’s episode of Viewpoints, Burkhard shares his thoughts on the performance of gold and the drivers behind 2025 performance, along with how...
Top of the Morning: Muni Market update - Flows gather momentum
Mindful of a flattening yield curve, Sudip and Jeannine join to explain where opportunities exist within munis. We also cover a performance update an...
UBS On-Air: Paul Donovan Daily Audio 'Choppy markets, in choppy waters'
UK September consumer price inflation was lower than expected. Air fares and fuel prices added, but food prices seem to have been subject to more gene...
Top of the Morning: Emerging Market Equities - Positioning update & outlook
Tune in for a performance update and outlook for emerging market equities. We also explain the thinking behind CIO’s recent upgrade of Emerging Marke...