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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

02:25

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

UBS On-Air: Market Moves ·

2025/10/14

Markets have detected some shifting around in the US approach to trade with China. US Treasury Secretary Bessent was vocal in asserting that US President Trump and China’s President Xi will meet. Markets have extrapolated from past meetings to conclude that this will reduce the temperature of the trade rhetoric.

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14:34

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

UBS On-Air: Market Moves ·

2025/10/13

As investors begin a new week they are faced with the prospect of more trade uncertainty, the ongoing government shutdown, and the start of Q3 earnings season. Jason drops by to weigh in on these factors, along with Friday’s market sell-off, and CIO’s current positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Shiavon Chatman

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02:33

UBS On-Air: Paul Donovan Daily Audio 'Where to start?'

UBS On-Air: Market Moves ·

2025/10/13

After US President Trump’s threat to impose additional significant tariffs on US buyers of goods from China, there has been a more conciliatory tone from both Trump and US Vice President Vance over the weekend. China’s September trade data showed stronger-than-expected exports (and imports). China’s data earlier this year was hinting at rerouting exports to help US importers avoid high tariffs.

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05:59

Signal over Noise with Ulrike Hoffmann-Burchardi

UBS On-Air: Market Moves ·

2025/10/12

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 UBS Wealth Management, briefs you on what’s the signal, and what’s just noise in the markets. This week - in the absence of government macro data releases we see positive micro catalysts in US banks earnings. We expect US bank earnings to be strong based on increased trading activity, strong capital markets and stable net interest margins.

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13:05

Talking Markets Podcast with Jan van Eck of VanEck

UBS On-Air: Market Moves ·

2025/10/10

Jan van Eck is the Chief Executive Officer of VanEck. We cover a wide range of top of mind topics for investors, including a look at the US macroeconomic environment, the road ahead for monetary policy, the impacts of US trade policy and artificial intelligence to economic activity, asset allocation views, and more. Host: Daniel Cassidy

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02:41

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

UBS On-Air: Market Moves ·

2025/10/10

The US government has announced that, regardless of the government shutdown, the September consumer price inflation data will be coming out (probably late). This is legally required, to enable the cost of living calculation that raises social security payments—huge swathes of US government spending are tied to inflation measures. The Federal Reserve should have this data when it meets.

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09:10

Top of the Morning: US Financials - Sector update &...

UBS On-Air: Market Moves ·

2025/10/09

We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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02:44

UBS On-Air: Paul Donovan Daily Audio 'Policy...

UBS On-Air: Market Moves ·

2025/10/09

French politicians have been doing politics. This week’s prime minister, Lecornu, has suggested that a majority of national assembly members favor seeking a compromise budget. The suggestion is less fiscal tightening than was originally proposed. French assets are likely to continue to command a risk premium, but the bond market should remain orderly.

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11:06

Viewpoints with Burkhard Varnholt - A global markets...

UBS On-Air: Market Moves ·

2025/10/08

On this week’s episode of Viewpoints, Burkhard acknowledges the third birthday of the current bull market and explains whether the bull has further room to run - assessing where are now and where we may be heading from here.

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02:41

UBS On-Air: Paul Donovan Daily Audio 'How bouncy is...

UBS On-Air: Market Moves ·

2025/10/08

Economists traditionally do not worry too much about the growth impact of US government shutdowns, as the short-term loss of economic output tends to be paid back with an economic bounce when government reopens. It is still a net negative—contractors are not compensated for lost activity in a shutdown—but government workers get their back pay paid back. US President Trump has suggested that may not happen this time. If that were legally enforced, it would reduce the bounce of the bounce back.

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17:51

Across the Pond: Dream Home or Bubble Trouble?

UBS On-Air: Market Moves ·

2025/10/07

Buying a second property overseas is dream for many. But can it also make financial sense? Our latest survey of global property provides a deep dive on where to find the best value and where the risk of a bubble bursting are greatest. How can investors manage currency risk and optimize leverage? In this week’s Across the Pond the Chief Investment Office’s real estate experts, Matthias Holzhey and Maciej Skoczek join hosts Christopher Swann and Belinda Peeters to explore these issues and how property

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02:30

UBS On-Air: Paul Donovan Daily Audio 'French lettuce?'

UBS On-Air: Market Moves ·

2025/10/07

French Prime Minister Lecornu resigned, but will work for 48 hours—President Macron wants Lecornu to find a fiscal solution that would command National Assembly support. Despite obvious parallels, this is not the same as the UK’s Truss debacle. The French bond market remains orderly. French assets will command a risk premium, as investors wait to see whether a new government or new elections are the outcome.

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16:41

Top of the Morning: CIO Strategy Snapshot - What’s...

UBS On-Air: Market Moves ·

2025/10/06

Jason drops by the studio to explain why markets recently have continued their move higher, despite the ongoing U.S. government shutdown and missing economic indicators. We also assess the health of the US labor market with available data-points from last week, and review CIO’s current portfolio positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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02:33

UBS On-Air: Paul Donovan Daily Audio 'Pro-growth...

UBS On-Air: Market Moves ·

2025/10/06

The Liberal Democratic Party of Japan elected former economic security minister Takaichi as its leader, and thus Prime Minister-presumptive. Takaichi is seen as a pro-growth leader, and has signaled scepticism about the persistence of Japan’s inflation. This has supported equities, and may delay expectations of a Bank of Japan rate increase.

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05:02

Signal over Noise with Ulrike Hoffmann-Burchardi

UBS On-Air: Market Moves ·

2025/10/05

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 UBS Wealth Management, briefs you on what’s the signal, and what’s just noise in the markets. This week – OpenAI Developer Day, continuing to monitor the US government shutdown.

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21:39

Navigating 529 Plans in New York and the Tri -State Area

UBS On-Air: Market Moves ·

2025/10/04

Join Isaac Chota, 529 Product Manager at UBS, and special guest Kristia Adrian, Executive Director at JP Morgan and 529 specialist, as they break down everything you need to know about 529 plans in New York, New Jersey, and Connecticut. Whether you are a parent, grandparent, or student, this episode covers the latest legislative changes, practical tips for maximizing your education savings, and expert insights on how families in the Tri-State area can make the most of their college planning. Curious

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10:23

Top of the Morning: State of the U.S. economy & Fed...

UBS On-Air: Market Moves ·

2025/10/03

As the U.S. government shutdown continues, we examine the implications of a prolonged shutdown to economic activity. Plus, thoughts on the health of the U.S. labor market, and broader economy, along with an outlook for Fed monetary policy heading into 2026. Featured is Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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02:58

UBS On-Air: Paul Donovan Daily Audio 'Not employment...

UBS On-Air: Market Moves ·

2025/10/03

Today is US employment report Friday—except it is not, because of the impenetrable fog of US government shutdown. As low fear of unemployment is a crucial line of defense keeping the US from recession, this is frustrating.

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27:44

Fixed Income Conversation Corner with Dan Hyman...

UBS On-Air: Market Moves ·

2025/10/02

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 Dan Hyman, Senior Portfolio Manager with PIMCO, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

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02:48

UBS On-Air: Paul Donovan Daily Audio 'Losing jobs'

UBS On-Air: Market Moves ·

2025/10/02

The US government shutdown continues—Senate Republicans failed to pass their measure to end it. US President Trump indicated some federal government workers may be fired, not furloughed. That would doubtless face legal challenges, but might also increase fear of unemployment. Low fear of unemployment has helped keep US growth mediocre rather than recessionary. However, the federal government workforce is a very small share of US employment, which should limit economic damage.

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1,923 results

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