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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

14:00

Washington Weekly Podcast: Trade deals, Congressional...

UBS On-Air: Market Moves ·

2025/07/24

Shane drops by to share the latest developments on trade, spanning Japan to the European Union. We also touch on efforts by both sides of the isle to redraw Congressional districts in states such as Texas, California, and New York. Plus, a look at why the August recess for Congress has commenced early, and what to watch out for when lawmakers return to Capitol Hill in September. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

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09:38

Viewpoints with Burkhard Varnholt - A global markets...

UBS On-Air: Market Moves ·

2025/07/24

On this week’s episode of Viewpoints, Burkhard shares some boots-on-the-ground insights from Germany, as he explains the drivers behind Germany’s market gains and economic momentum, including takeaways from conversations with German businesses and investors. We also touch on considerations for international investors in today’s market and macro environment.

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02:36

UBS On-Air: Paul Donovan Daily Audio 'Can the Fed be...

UBS On-Air: Market Moves ·

2025/07/24

US Commerce Secretary Lutnick suggested US rates should be cut now, and Federal Reserve Chair Powell should resign or be fired. Do investors want to live in a world where Fed independence is compromised and Lutnick influences policy? To judge from the dollar’s reaction, the answer is “no”.

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03:02

UBS On-Air: Paul Donovan Daily Audio 'Who to...

UBS On-Air: Market Moves ·

2025/07/23

The proposed US-Japan trade deal means US buyers of Japanese goods (including autos) face a 15% tax. Steel is still taxed at 50%. Of course, deals are not the same as implementation, as the UK steel industry can testify. There are media reports that Japanese Prime Minister Ishiba will resign in August. Investors are unlikely to expect significant policy change given the lack of a majority in either house of the Diet.

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10:04

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

UBS On-Air: Market Moves ·

2025/07/22

Paul rejoins in-studio to spotlight a special edition of the CEO Macro Briefing Book publication series which covers tax and economic considerations that stem from the One Big Beautiful Bill, for both business owners and individuals. Featured is Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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02:47

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

UBS On-Air: Market Moves ·

2025/07/22

US Treasury Secretary Bessent suggested a “wholesale review” of the Federal Reserve was necessary (while supporting central bank independence). In the context of recent challenges, these remarks may trouble investors. Central bank independence was critical to the post-1970s moderation of inflation, and helped prevent the post-pandemic inflation from being worse than it was.

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19:48

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

UBS On-Air: Market Moves ·

2025/07/21

Despite relatively low trading volumes and narrow trading ranges as of late, there is still plenty factors top of mind for investors that could stir up market volatility in the weeks ahead. This morning, we check-in on the Q2 earnings season, reflect on Fed independence concerns, and assess macro uncertainty stemming from evolving US trade policy. Plus, a review of CIO’s market outlook and portfolio positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief

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02:40

UBS On-Air: Paul Donovan Daily Audio 'Trade continues...

UBS On-Air: Market Moves ·

2025/07/21

South Korean export data for the first part of July showed growth, adjusted for differences in working days. Semiconductor sales were strong, and exports to Europe continued to grow. The US habit of taxing its consumers if they buy foreign steel meant exports in that sector were weaker. The data is a reminder that while the US is an important economy, there are other important economies that are not burdening their consumers with additional taxes.

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06:48

Ahead of the curve with Ulrike Hoffmann-Burchardi

UBS On-Air: Market Moves ·

2025/07/20

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 – How AI will feature in upcoming tech earnings, macro uncertainty stemming from evolving US trade policy, and how to think about Fed independence concerns.

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39:42

How should I be positioned? with Torsten Slok...

UBS On-Air: Market Moves ·

2025/07/18

Torsten rejoins Jason in the New York podcast studio to exchange thoughts on Fed independence (and the course for monetary policy), the direction of US trade policy (and economic implications), along with 2H25 market outlooks and portfolio positioning considerations. Featured are Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and Torsten Slok, Partner and Chief Economist with Apollo Global Management. Host: Daniel Cassidy

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02:46

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

UBS On-Air: Market Moves ·

2025/07/18

After this week’s events, the question is whether anyone can advocate for US rate cuts without being seen as a political puppet? Yesterday, Federal Reserve Governor Waller offered some (debatable, but valid) economic points in favor of US rate cuts, but the position is politically tainted. The problem for the Fed and markets is that the US administration’s policy continues to create considerable uncertainty about the economic outlook.

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34:30

UBS AI Podcast - CEO Series - Ep. 4 (Dr. Kai-Fu Lee,...

UBS On-Air: Market Moves ·

2025/07/17

The UBS AI Podcast explores the fascinating and evolving world of artificial intelligence, how it's transforming industries, redefining what's possible and reshaping the future. On this episode of the CEO Series, Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, converses with Dr. Kai-Fu Lee, Chairman of Sinovation Ventures, and CEO of 01.AI.

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16:46

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

UBS On-Air: Market Moves ·

2025/07/17

With 2H25 now underway, Leslie shares a performance outlook for fixed income assets, along with outlines positioning and risk considerations. We also touch on an outlook for interest rates and share views on investment grade versus high yield bonds. Featured is Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office. Host: Carli Torres

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03:25

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

UBS On-Air: Market Moves ·

2025/07/17

US President Trump has recently shown an eagerness to change the media narrative. The narrative changed yesterday with speculation about the future of Federal Reserve Chair Powell. That shift might be expensive. Trump declared they had been “surprised” by Powell’s appointment. Trump originally appointed Powell.

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12:57

Washington Weekly Podcast: Crypto week, Tariffs,...

UBS On-Air: Market Moves ·

2025/07/16

Shane drops by to highlight the legislative focuses of Congress post One Big Beautiful Bill, including a look into “Crypto Week” which is currently taking place up on Capitol Hill. We also touch on the latest with respect to US trade policy and negotiations with the EU and Mexico. Plus, thoughts on the latest US involvement in the Russia-Ukraine War. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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02:54

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

UBS On-Air: Market Moves ·

2025/07/16

US June consumer price inflation gave some troubling signals about data quality—not only are fewer prices being measured, there is circumstantial evidence that budget cuts mean more prices are being guessed. However, on the basis of the numbers provided, it is clear that President Trump’s trade taxes are being passed through to US consumers—the monthly increase in consumer appliance prices was the fastest this century.

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14:21

Top of the Morning: Muni Market - 2H25 Outlook: The...

UBS On-Air: Market Moves ·

2025/07/15

A mid-year performance recap and outlook for the municipal bond market, including a look at why munis are poised for a better second-half performance. We also cover sector preferences, policy implications, and investment considerations for long-term munis. Featured is Sudip Mukherjee, Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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03:19

UBS On-Air: Paul Donovan Daily Audio 'And so it...

UBS On-Air: Market Moves ·

2025/07/15

US June consumer price inflation is the first number that might show trade tax effects. Only half the expected trade tax rise has hit the economy so far. Inventory stockpiling means pre-tax items are still available. How readily US firms can pass on price increases matters. Post-pandemic inflation made this easier. Tariffs have dominated the (non-Republican) media narrative, making price increases easier. The details, not the headlines, will indicate the potential scale of the inflation surge.

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24:33

Top of the Morning: CIO Strategy Snapshot - Don’t...

UBS On-Air: Market Moves ·

2025/07/14

Jason weighs in on range of top-of-mind topics to begin the week, including the resurgence of tariff and Fed independence concerns, along with a preview of the upcoming earnings season and June inflation data. We also touch on why the “Roaring 20s” regime is still in play, and review CIO’s current market outlook and positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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03:02

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

UBS On-Air: Market Moves ·

2025/07/14

Financial markets seem content to assume US President Trump will default to retreating from their latest trade tax threats. If financial investors want to change their position, they can do so at the touch of a button. In the real world, decisions around factory construction or hiring cannot be reversed so quickly, and the random nature of policy therefore raises real world risks that may have consequences.

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