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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

10:15

Viewpoints with Burkhard Varnholt - A global markets...

UBS On-Air: Market Moves ·

2025/08/06

On this week’s episode of Viewpoints, Burkhard shares thoughts on a range of timely topics, including ongoing tariff negotiations, July US payroll data, along with shakeups at the US Bureau of Labour Statistics and Fed Board of Governors. Plus, a look at the challenges facing health care companies, and highlights from a cycling journey through Denmark.

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09:18

Top of the Morning: CEO Macro Briefing Book - Themes...

UBS On-Air: Market Moves ·

2025/08/06

Paul drops by the studio to outline the key themes that business owners should be mindful of throughout 2H25. We also cover the evolving macroeconomic environment, and discuss what a lower rate environment could mean for business owners. Featured is Paul Hsiao, Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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02:41

UBS On-Air: Paul Donovan Daily Audio 'Domestic demand...

UBS On-Air: Market Moves ·

2025/08/06

There is apparently a shortlist of four for the position of next governor of the Federal Reserve, and prospective nominee to be chair of the board of governors. US Treasury Secretary Bessent is not on the short-list. The question is whether anyone nominated can possibly shake off the perception of being a political puppet.

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09:01

Top of the Morning: The lines separating developed...

UBS On-Air: Market Moves ·

2025/08/05

What differentiates an emerging market from a developed one? Alejo drops by the studio to explain, as the lines separating developed and emerging markets are blurring. Plus, a look at related investment implications for emerging market investors. Featured is Alejo Czerwonko, CIO for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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02:53

UBS On-Air: Paul Donovan Daily Audio 'The bigger...

UBS On-Air: Market Moves ·

2025/08/05

The US June trade balance is due—measuring both goods and services. For some bilateral relationships (e.g. trade with the EU), the US goods deficit is almost entirely offset by a services surplus. Goods export patterns have been distorted by the anticipation of trade taxes, and to some extent by boycotts of US goods. It is unlikely that there will be any evidence of tariffs transforming the US into an export powerhouse.

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26:23

Across the Pond: What a weaker greenback means for...

UBS On-Air: Market Moves ·

2025/08/04

The US dollar has suffered its sharpest first-half decline in over 50 years, raising questions about its safe-haven status and long-term dominance. We explore the drivers behind the dollar’s slide, the implications for international portfolios, and why now is the time for investors to review and diversify their currency exposures. Join Dominic Schnider, Head CIO Global FX & Commodity, and Constantin Bolz, CIO FX Strategist, for a discussion with co-hosts Christopher Swann and Belinda

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12:42

Top of the Morning: CIO Strategy Snapshot - Where to...

UBS On-Air: Market Moves ·

2025/08/04

Coming off what was an eventful week for investors (in unexpected ways), and combined with a notable selloff in US equities, Jason drops by to weigh in as to where markets may be headed from here (and whether persistent market volatility should be expected). We recap last week’s, FOMC meeting, July Jobs report (and revisions), Q2 earnings, and a key Fed resignation. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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03:11

UBS On-Air: Paul Donovan Daily Audio 'Fragility'

UBS On-Air: Market Moves ·

2025/08/04

Last Friday’s US employment report revisions were in line with a fragile labor market narrative. The story is still “not hiring, not firing.” Falling manufacturing employment is consistent with policy uncertainty. The most troubling development on Friday was not the data, but US President Trump firing the Bureau of Labor Statistics commissioner.

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04:57

Ahead of the curve with Ulrike Hoffmann-Burchardi

UBS On-Air: Market Moves ·

2025/08/04

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 - US initial jobless claims data, continued Q2 earnings results, and further potential trade developments.

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10:14

Top of the Morning: July Jobs Report, FOMC takeaways,...

UBS On-Air: Market Moves ·

2025/08/01

We close out a busy macro week by examining the current health of the US labor market, and what the July Jobs Report might mean for the course of monetary policy. We also recap this week’s FOMC meeting and press conference, unpack the Q2 US GDP print, and preview what you can expect in the week ahead. Featured is Danny Kessler, Asset Allocation Americas, UBS Chief Investment Office. Host: Shiavon Chatman

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03:02

UBS On-Air: Paul Donovan Daily Audio 'The taxation...

UBS On-Air: Market Moves ·

2025/08/01

The global economy is reverberating with the dull thud of the yoke of taxation dropping onto the shoulders of US consumers. These taxes do not show up in consumer baskets with full force until January next year—the question is whether the courts will overturn these taxes before then. If they do (forcing the government to return tax revenues to the US supply chain), it is possible US consumers will never fully appreciate the costs.

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18:21

Talking Markets Podcast with Patricia Zobel of...

UBS On-Air: Market Moves ·

2025/07/31

Patricia Zobel serves as Head of Macroeconomic Research and Market Strategy for Guggenheim Partners Investment Management, and previously served as an executive at the Federal Reserve Bank of New York (New York Fed). Patricia rejoins the podcast to share perspective on a range of topics, spanning an outlook for the US economy, US trade policy, Fed independence, and the direction of monetary policy. We also spend time on allocation preferences. Host: Daniel Cassidy

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02:50

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

UBS On-Air: Market Moves ·

2025/07/31

The Federal Reserve offered no surprises on rates. Fed Chair Powell tried to present the two dissenting views as being rationally based, but investors are bound to suspect that the rationale amounted to little more than an excited jumping up and down and shouting “pick me, pick me” in the general direction of the White House. The press conference gave a slightly hawkish tone in anticipating the trade tax inflation yet to come.

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02:53

UBS On-Air: Paul Donovan Daily Audio 'Perceptions of...

UBS On-Air: Market Moves ·

2025/07/30

The Federal Reserve meets to decide interest rates—over a hundred economists expect no change. The question is whether one can credibly disagree, without appearing as a political puppet. A case can be made for rate cuts (if one views US President Trump’s trade taxes as a heavier burden on US consumers). However, even if a Fed member sincerely believes that scenario, their dissent would almost inevitably be viewed as Trump twitching the political puppet strings in the background.

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02:58

UBS On-Air: Paul Donovan Daily Audio 'The data in focus'

UBS On-Air: Market Moves ·

2025/07/29

The US June trade balance is due—a number once overlooked but which politics has made it matter. Are international investors rushing to buy more US-made products? They are not (Canadians seem to be rushing in the other direction). Are US consumers less inclined to buy foreign goods? Probably not—even as late as June, some imports will not yet be hit with trade taxes. The euro has weakened, allegedly in response to concerns about the economic implications of the trade “deal”; but we still lack “deal”

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19:18

Top of the Morning: CIO Strategy Snapshot - The Great...

UBS On-Air: Market Moves ·

2025/07/28

Jason drops by the studio to preview a busy week that includes an abundance of Q2 earnings results, the July FOMC meeting, and the July employment report. We also reflect on recent trade news involving the EU and Japan, and what it all means for tariffs going forward. Plus, a look at CIO’s latest positioning recommendations, and thoughts on how a big structural risk shift in the private sector is being masked by a relative market calm. Featured is Jason Draho, Head of Asset Allocation Americas,

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02:56

UBS On-Air: Paul Donovan Daily Audio 'Bad news or...

UBS On-Air: Market Moves ·

2025/07/28

The EU and the US agreed that US consumers should pay more tax—levied at 15% for imports from the EU. EU President von der Leyen made vague pledges to buy stuff from and invest in the US, without the necessary authority to make those pledges reality. Pharmaceuticals and steel seem to be excluded from this deal. The result is better for the US economy than the worst-case scenario, but worse for the US economy than the situation in January this year—but it is bad news markets have probably

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05:52

Ahead of the curve with Ulrike Hoffmann-Burchardi

UBS On-Air: Market Moves ·

2025/07/28

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 – Mega-tech Q2 earnings results continue, the FOMC meeting and rate decision, further potential trade developments ahead of the Aug 01 deadline, and the July employment report.

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20:41

Navigating macroeconomic & geopolitical risks with...

UBS On-Air: Market Moves ·

2025/07/25

Arif Joshi serves as a Portfolio Manager and Analyst on Lazard Asset Management's Emerging Markets Debt team. Our conversation focuses on recent and ongoing developments surrounding US trade policy, along with implications to the economy, and international markets. We also spend some time on pressing geopolitical topics such as the condition of the US-China relationship, along with the ongoing Russia-Ukraine War. Host: Daniel Cassidy

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03:01

UBS On-Air: Paul Donovan Daily Audio 'Independence Day'

UBS On-Air: Market Moves ·

2025/07/25

From time to time, these comments might have given the impression of dissatisfaction with Federal Reserve Chair Powell. While one can (very) credibly disagree with Powell’s policies, those policies are independent. Yesterday, Powell defended that independence, publicly correcting US President Trump’s errors about the Fed’s building projects. Powell suggested that Trump’s trade tax policy was behind some cost overruns (a subtle reminder that US consumers pay tariffs, not foreign exporters).

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