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PODCAST

UBS On-Air: Market Moves

Client Strategy Office

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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All Episodes

02:53

UBS On-Air: Paul Donovan Daily Audio 'Inflation,...

UBS On-Air: Market Moves ·

2025/08/20

The UK actually managed to publish some data without delay or suspension. July inflation rates were slightly higher than expected, although disinflation forces are also evident. A 30.2% monthly increase in airfares did much to push the figures higher. This is almost certainly a seasonal adjustment distortion related to school holidays.

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02:13

UBS On-Air: Paul Donovan Daily Audio 'Nothing'

UBS On-Air: Market Moves ·

2025/08/19

The global data calendar is unusually empty today, allowing investors a chance to speculate idly without any substantial information. This is particularly dangerous in the social media world of hashtag economics—fake news can spread faster and farther than the truth.

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18:18

Top of the Morning: CIO Strategy Snapshot - Data...

UBS On-Air: Market Moves ·

2025/08/18

Jason drops by to reflect on the recent July inflation prints and what the data suggests about the inflationary environment in the US. We also address concerns about potential political interference in producing economic data, preview Chair Jay Powell’s speech at Jackson Hole, and review CIO’s investment recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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02:40

UBS On-Air: Paul Donovan Daily Audio 'Wars and trade...

UBS On-Air: Market Moves ·

2025/08/18

Market reactions to Friday’s events in Alaska are likely to be muted. The Russia-Ukraine war is not producing many market significant outcomes. While US President Trump seems to be following Russian President Putin’s lead at the moment, the changeable nature of administration policy means investors are not likely to take any direction as certain.

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04:21

Ahead of the curve with Ulrike Hoffmann-Burchardi

UBS On-Air: Market Moves ·

2025/08/18

Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This week – progress on Russia-Ukraine peace talks, key retail earnings, and remarks from Fed Chair Powell.

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21:42

Fixed Income Conversation Corner with Scott DiMaggio...

UBS On-Air: Market Moves ·

2025/08/15

Our conversation outlines the current landscape for fixed income investors, and where to locate opportunity within the asset class. We also touch on an outlook for monetary policy, rates and the macro environment. Featured are Scott DiMaggio, Head of Fixed Income with AllianceBernstein, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

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03:34

UBS On-Air: Paul Donovan Daily Audio 'Up and down the...

UBS On-Air: Market Moves ·

2025/08/15

While official US July producer price inflation numbers were higher than expected, the signs of the progression of trade taxes were as expected. Supply chains have become longer and more complex—trade taxes progress down supply chains over months, not days. Rising producer prices without rising consumer prices does not automatically mean profits are being squeezed—it means goods in stores represent pre-tariff production, but goods at factory gates are increasingly using tariffed inputs.

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10:23

Viewpoints with Burkhard Varnholt - A global markets...

UBS On-Air: Market Moves ·

2025/08/14

On this week’s episode of Viewpoints, Burkhard shares thoughts on how key forces such as the labor market, inflation, and political pressure are shaping the Fed’s decision making on monetary policy, along with how this year’s dollar-decline compares to previous declines. Plus, guidance when it comes to navigating turbulent markets.

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02:29

UBS On-Air: Paul Donovan Daily Audio 'Stories versus...

UBS On-Air: Market Moves ·

2025/08/14

UK second-quarter GDP was stronger than expected. The numbers will of course be subject to revision (and lots of revision), but for the time being this rather confounds the insistent negative narrative. Growth seems to have been focused toward the end of the quarter.

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18:15

Top of the Morning: POTUS 47 - Another brick in the...

UBS On-Air: Market Moves ·

2025/08/13

Kurt rejoins in-studio for the latest POTUS 47 update where we discuss the developments surrounding US trade policy, concerns over Fed autonomy, and geopolitical points of interest - how these factors have been impacting the markets and shaping the investment outlook. Featured is Kurt Reiman, Head of Fixed Income Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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03:07

UBS On-Air: Paul Donovan Daily Audio 'Seeping taxes,...

UBS On-Air: Market Moves ·

2025/08/13

Yesterday’s July US consumer price inflation data showed trade taxes seeping into prices. US appliance prices are higher than in March—in most other major economies, they are lower. Tire prices leapt in July. Auto prices are not reflecting tariffs, but that was not likely—cars arriving as late as June would have been tariff exempt, and from dockside to car lot takes up to six months. Pre-tax auto inventory is currently being sold.

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14:16

Top of the Morning: Fixed Income Strategist - Back to...

UBS On-Air: Market Moves ·

2025/08/12

In this month’s Fixed Income Strategist, we review foundational elements of the fixed income market and outline rationale for maintaining a diversified approach within the asset class. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, & Barry McAlinden, Senior Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Carli Torres

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03:01

UBS On-Air: Paul Donovan Daily Audio 'Can US...

UBS On-Air: Market Moves ·

2025/08/12

US July consumer price inflation is due. The details will show more of the April trade taxes seeping into consumer prices—although a 10% tariff equates to around a 4% consumer price increase, and service prices should be largely unaffected. This data is less reliable than that released just six months ago—not because of political bias, but because funding cuts mean fewer price points are measured.

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19:03

Top of the Morning: CIO Strategy Snapshot - Macro...

UBS On-Air: Market Moves ·

2025/08/11

As markets continue to shrug off risk factors, Jason shares thoughts on the current environment and how to position within. We discuss the week’s notable macro data releases, spanning inflation readings to retail sales, the potential policy impacts of recent Fed personnel changes, along with share an outlook for gold. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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02:25

UBS On-Air: Paul Donovan Daily Audio 'A chaotic trade...

UBS On-Air: Market Moves ·

2025/08/11

The US administration has promised to clarify “misinformation” about trade taxes on gold following an official ruling from customs officials suggesting US buyers of certain gold bars have been taxed since 9 April. That could potentially include some of the gold now covering the walls of the White House’s oval office. Investors suppose a clarification means a repudiation of the ruling. This rather chaotic process might make investors suppose the details of trade taxes had not been properly thought

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04:52

Ahead of the curve with Ulrike Hoffmann-Burchardi

UBS On-Air: Market Moves ·

2025/08/11

Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This week – key macro releases, including CPI, Retail Sales, and Industrial Production data, along with the remains of the Q2 corporate earnings season.

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22:50

House Call: Talking Equity Markets with UBS Asset...

UBS On-Air: Market Moves ·

2025/08/08

Join Jeremy Zirin, Senior Portfolio Manager and Head of the Private Client US Equity Team with UBS Asset Management, as he shares a performance update for US equities at the midpoint of 2025. We also cover an outlook for the US economy, the ongoing impact of artificial intelligence to US equities, along with a look at equity sector themes. Host: Daniel Cassidy. Recorded on 25.07.24

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02:47

UBS On-Air: Paul Donovan Daily Audio 'All that’s gold...

UBS On-Air: Market Moves ·

2025/08/08

The Financial Times reports that the US has declared imports of one kilogram and 100 ounce bars of gold are subject to trade taxes. If true, US citizens who tried to hedge the inflation impact of US President Trump’s trade taxes by buying gold bars must pay those same taxes on their hedge. The ruling suggests gold imported between 9 April and 7 August was subject to tariff, underscoring how tariffs work. Gold importers are liable, and they (not exporters) will be pursued in the courts if they do not

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12:31

Top of the Morning: Preferred yields not wilting in...

UBS On-Air: Market Moves ·

2025/08/07

A look at the performance landscape and outlook for preferred securities through 2H25, including a review of sector risks and opportunities. Featured is Frank Sileo, Senior Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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03:01

UBS On-Air: Paul Donovan Daily Audio 'Trading around...

UBS On-Air: Market Moves ·

2025/08/07

US manufacturers live in confusing times. Alongside the widespread increases in taxes on imports that took effect this morning, US President Trump suggested a 100% tax on imports of microchips. However, in a maneuver that was less a retreat and more a pirouette, these taxes will not apply to imports from some specific companies, including some of the largest exporters to the US. That blunts the cost of the tax and tilts this toward spin rather than substance, but increases the paperwork associated

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