UBS On-Air: Market Moves

05:33

UBS On-Air: Paul Donovan Daily Audio 'Prices palooza'

UBS On-Air: Market Moves ·

2026/09/11

It is a sad comment on the quality of communication by the US central bank that a single US consumer price inflation number can have so much sway over policy expectations. Single data points should not be relied on to this extent. If today’s data does not produce a US rate hike in September, disinflationary forces may keep rates on hold this year. If rates are raised, a second rate hike would probably follow.

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06:09

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

UBS On-Air: Market Moves ·

2026/09/10

The ECB is almost certain to repeat its earlier policy rate error and unnecessarily raise interest rates. There is unlikely to be any inflation or economic growth impact, but a further rate increase erodes borrowers’ ability to manage future economic crises. This should be the last error, unless oil prices get so high the ECB feels it needs to create a recession in the non-oil economy to create non-oil deflation.

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10:37

Top of the Morning: State of the US Consumer & Back...

UBS On-Air: Market Moves ·

2026/09/10

Sunny Mehra, Consumer Strategist Americas with the UBS Chief Investment Office, drops by to provide a health check on the US consumer, including a look a recent spending trends and overall sentiment. Sunny reflects on the 2026 back to school shopping season, and previews how retailers are preparing for the upcoming holidays. Plus, a look at positioning preferences across the US Consumer Discretionary and Staples sectors. Host: Daniel Cassidy

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11:24

Viewpoints with Burkhard Varnholt - A global markets...

UBS On-Air: Market Moves ·

2026/09/09

On this week’s episode, we catch up with Burkhard following his recent visit to Hamburg, Germany as he shares takeaways from meetings held with families and their family officers where they discussed family wealth, family governance and generational transfers. Burkhard also recites the poem “IF” and explains how the messaging relates to the art of investing.

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06:33

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

UBS On-Air: Market Moves ·

2026/09/09

China’s August consumer and producer price inflation was slightly higher. The suggestion is not that better demand is driving up prices, but that global inflation forces are being allowed to trickle into domestic pricing.

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23:41

Top of the Morning: Election Watch 2026 - Something...

UBS On-Air: Market Moves ·

2026/09/08

Kurt and Shane drop by to discuss the two of the most consequential policy questions of the 2025 mid-term election cycle - something old (Social Security), and something new (Artificial Intelligence). These two issues differ greatly in age and character, but voters in both parties share concerns about each. Featured are Kurt Reiman, Head of Fixed Income Americas from the UBS Chief Investment Office, and Shane Lieberman, Senior Governmental Affairs Advisors from Governmental Affairs US. Host

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05:48

UBS On-Air: Paul Donovan Daily Audio 'Trading carefully'

UBS On-Air: Market Moves ·

2026/09/08

China’s July trade data showed ongoing growth in exports—some of this reflects re-exporting. The gap between what China says it is selling to the US and what the US admits to buying from China has reached extraordinary levels. China’s market share of US non-oil imports is 13.2% (China export data) or 8.4% (US import data). This suggests China’s US customers have become adept at avoiding tariffs, supporting China’s export sector.

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05:50

UBS On-Air: Paul Donovan Daily Audio 'Monetary policy...

UBS On-Air: Market Moves ·

2026/09/07

Markets’ responses to last Friday’s US employment report rebuke US monetary policy communication. The report showed strong payrolls growth, but unemployment rates drifted very slowly higher. The labor market is not creating accelerating wages. Market rate hike expectations increased, but the decision is still essentially a coin toss. With a clearly communicated framework for monetary policy, markets would not be plagued by such indecision.

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06:01

Signal over Noise: To hike or not to hike

UBS On-Air: Market Moves ·

2026/09/07

With inflation and labor data providing a mixed picture on the Fed’s dual-mandate goals, the Fed faces a closely balanced decision between a rate hike and a hold. This episode explores what either outcome could mean for the yield curve, equity valuations, and portfolio positioning in an environment of uncertain policy outlook.

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11:46

Washington Weekly Podcast: Open-Source AI Leadership...

UBS On-Air: Market Moves ·

2026/09/04

Shane drops by ahead of the Labor Day holiday weekend to update on this week’s developments up on Capitol Hill, including Congressional efforts to keep the government funded, and progress on the Open-Source AI Leadership Act. Plus, an update on renewed military tensions between the US and Iran. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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06:12

UBS On-Air: Paul Donovan Daily Audio 'Talking calmly'

UBS On-Air: Market Moves ·

2026/09/04

In the unnecessarily uncertain world of US monetary policy, we heard from Federal Reserve Governor Waller. Waller signaled a desire for unchanged policy, as disinflation forces seem to continue. If disinflation ceased, then Waller would reconsider. This is similar to New York Fed President Williams’ outlook. These two Fed members command more respect than some other Fed members, and their words moved markets.

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13:54

What is the electrification of everything? with Paul...

UBS On-Air: Market Moves ·

2026/09/03

Paul Baiocchi, Head of ETF Distribution with SS&C ALPS Advisors, drops by UBS Studios for a wide-ranging discussion around “the electrification of everything”, including a look at the opportunity-set, risk considerations, and how to think about investing in the theme. Host: Daniel Cassidy

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05:27

UBS On-Air: Paul Donovan Daily Audio 'Fun with...

UBS On-Air: Market Moves ·

2026/09/03

The yen has been gyrating amidst speculation about intervention in the markets and the possibility of more aggressive action by the Bank of Japan. A Japanese market holiday looms. Intervention only changes a currency’s value if there is a speculative attack to defeat (there is not) or if fundamentals change. Interest rates are a relevant fundamental, but one of many.

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10:54

Viewpoints with Burkhard Varnholt - A global markets...

UBS On-Air: Market Moves ·

2026/09/02

While on a visit to Portugal, Burkhard drops by to highlight the factors that have contributed to the country’s economic success, and what investors should know. Burkhard also reflects on the Fed Chairman Kevin Warsh’s Jackson Hole Economic Symposium speech last Friday, and how markets responded.

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05:47

UBS On-Air: Paul Donovan Daily Audio 'Any bond...

UBS On-Air: Market Moves ·

2026/09/02

Crude oil prices continue to move higher amid ongoing fighting in the Gulf. US gasoline prices have not moved much higher, because they did not move much lower when crude oil prices fell. US President Trump’s seeming willingness to overlook record low approval ratings and the threat of losing the midterm elections is challenging markets’ optimism bias.

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10:26

Top of the Morning: Venezuela - Extraordinary...

UBS On-Air: Market Moves ·

2026/09/01

Following the recently announced historic oil agreement between the United States and Venezuela, there are many open questions around how and when a deal will ultimately come together, along with the implications to energy markets and global investors. Alejo Czerwonko, Chief Investment Officer for Emerging Markets from the UBS Chief Investment Office, provides some clarity around these questions, and background on this notable development. Host: Daniel Cassidy

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05:38

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

UBS On-Air: Market Moves ·

2026/09/01

Low level fighting in the Gulf war is keeping oil prices at a higher level. The United Arab Emirates (which was attacked by Iranian drones yesterday) suggested that this situation cannot be sustained. However, the longer this situation continues, the more it will alter economies in the region—with implications for post-war costs.

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11:13

Washington Weekly Podcast: Ratcliffe-Moscow meeting,...

UBS On-Air: Market Moves ·

2026/08/31

As the Congressional summer recess concludes and lawmakers return to Washington DC, there is no shortage of agenda items to address, in parallel to efforts on the campaign trail ahead of the US midterm elections in November. Shane Lieberman, Senior Governmental Affairs Advisor from Governmental Affairs US, outlines the legislative priorities of Congress, along with shares what the latest polling is pointing to. Host: Daniel Cassidy

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14:08

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

UBS On-Air: Market Moves ·

2026/08/31

As we head towards the unofficial end of summer, markets continue to be supplied with ample news to digest - spanning policy developments out of the recent Jackson Hole Economic Symposium to key inflation and labor market datapoints on the horizon. Jason Draho, Head of Asset Allocation for the Americas from the UBS Chief Investments office, discusses these factors and what it all means for CIO’s investment outlook. Host: Daniel Cassidy

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05:45

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

UBS On-Air: Market Moves ·

2026/08/31

The US and Iran have been trading missile exchanges in the Gulf, pushing oil back over USD 90 per barrel. US President Trump posted a AI-generated video of Kharg Island being destroyed, but there appears to have been no attack in the Iranian facility and the muted nature of the hostilities has created a muted market response.

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