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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

14:53

Top of the Morning: Investing in China & EM Equities...

UBS On-Air: Market Moves ·

2025/09/19

Xingchen rejoins to cover three key themes for China investors to watch, followed by investment opportunities, including China tech. We then explore the EM equities landscape following the first Fed cut, and highlight key opportunities in emerging markets beyond China tech. Featured is Xingchen Yu, Emerging Markets Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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12:56

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

UBS On-Air: Market Moves ·

2025/09/19

Leslie joins in-studio to provide a fixed income performance update and outlook, including thoughts on how fixed income markets could respond to Fed rate cuts. Plus, a look at positioning considerations within the asset class, including views on investment grade, and agency mortgage-backed securities. Featured is Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office. Host: Carli Torres

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02:45

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

UBS On-Air: Market Moves ·

2025/09/19

Yesterday, French protestors took to the streets over the last government’s proposed spending cuts. This makes good social media content, and confirms stereotypical media biases, but should not change things for investors. France has large reserves of private wealth that could be mobilized to help fund government borrowing, but more democratic wealth increases mean that such mobilization would affect ordinary citizens.

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47:30

UBS AI Podcast - CEO Series - Ep. 5 (Winston...

UBS On-Air: Market Moves ·

2025/09/18

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 Winston Weinberg, CEO and Co-Founder of Harvey.

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03:02

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

UBS On-Air: Market Moves ·

2025/09/18

The Federal Reserve performed as expected—a quarter point rate cut and signals of more to come. The weakening US labor market is prioritized over ongoing inflation increases. That suggests rate cuts even as goods price inflation increases further into next year. Poor quality labor market data presents challenges to policy confidence.

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13:31

Top of the Morning: POTUS 47 - Latest on US trade...

UBS On-Air: Market Moves ·

2025/09/17

Kurt rejoins in studio to share the latest on US trade policy (and potential paths forward) following the recent US federal appeals court ruling. We also touch on government funding negotiations, including a look at where roadblocks exist, and the prospects for a shutdown by the end of the month. Featured is Kurt Reiman, Head of Fixed Income Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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10:02

Viewpoints with Burkhard Varnholt - A global markets...

UBS On-Air: Market Moves ·

2025/09/16

On this week’s episode of Viewpoints, fresh off a recent trip to Uganda, Burkhard reflects on his travel notes and connection to country. We also outline considerations when it comes to investing in Africa, and what to know about Africa’s stock markets.

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16:44

Across the Pond: Political gridlock at the heart of...

UBS On-Air: Market Moves ·

2025/09/16

France has just installed its fifth prime minister in just two years, after another government lost a vote of confidence over its efforts to cut the nation’s bloated deficit. What does this political dysfunction in Europe’s second largest economy mean for investors? Does this mean that investors should stick with the US, where equities have continued to hit record highs? In this week’s episode of Across the Pond Claudia Panseri, CIO for France, and Dean Turner, the CIO’s European economist, explains

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02:51

UBS On-Air: Paul Donovan Daily Audio 'What difference...

UBS On-Air: Market Moves ·

2025/09/16

The US courts have confirmed Fed Governor Cook will participate in tomorrow’s policy decision. The US Senate has confirmed Council of Economic Advisors Chair Miran will participate in tomorrow’s policy decision. Neither confirmation is likely to change the policy outcome—with a rate cut widely expected. Whether a rate cut will achieve much economically is a more uncertain point.

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18:06

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

UBS On-Air: Market Moves ·

2025/09/15

Jason returns following a brief late-summer hiatus to share thoughts on recent market performance, expectations for this week's FOMC meeting, and what the meeting outcome could mean for the market direction from here. Plus, a look at portfolio positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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02:37

UBS On-Air: Paul Donovan Daily Audio 'The Fed and the...

UBS On-Air: Market Moves ·

2025/09/15

Investors await this week’s Federal Reserve meeting, less for the decision (a cut is expected) and more for signals about the Fed’s worries for the future. The latest initial jobless claims data showed a weakening labor market, but some of those layoffs may be temporary unemployment (one automaker temporarily laid off workers because of a parts shortage, for instance). Temporary unemployment is more easily smoothed over by consumers.

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05:19

Ahead of the curve with Ulrike Hoffmann-Burchardi

UBS On-Air: Market Moves ·

2025/09/14

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 the most important market drivers in the week ahead, along with opportunities beyond the consensus. This week – the FOMC meeting and rate decision.

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13:04

Washington Weekly Podcast: Government Funding,...

UBS On-Air: Market Moves ·

2025/09/12

Shane drops by to update on government funding efforts ahead of the upcoming shutdown deadline, along with efforts in the Senate around the National Defense Authorization Act, and confirming Trump administration sub-cabinet nominees. Plus, thoughts on the US government taking direct equity stakes in private companies. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

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02:44

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

UBS On-Air: Market Moves ·

2025/09/12

The August US consumer price inflation data was not surprising. Durable goods prices continue to rise—after 29 months of deflation, their inflation rate has been positive and rising since May. These are less frequent purchases and so while the price moves do erode spending power, the consumer tends to be less aware of them.

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02:39

UBS On-Air: Paul Donovan Daily Audio 'Pricing data...

UBS On-Air: Market Moves ·

2025/09/11

US official producer price inflation data was weaker than expected, but the details presented an interesting story. US assembled computers, electronic components, tires, and home textiles saw very abrupt increases in price, and the proxy for profit margins expanded for sectors like clothing stores.

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03:01

UBS On-Air: Paul Donovan Daily Audio 'Details matter'

UBS On-Air: Market Moves ·

2025/09/10

Geopolitics is making headlines, but is generally ignored by markets. Israel’s air strike in Qatar moved the oil price a small amount, but investors are not pricing meaningful supply disruption. Reports of Russian incursions into Polish airspace are similarly downplayed. France has a new prime minister—Lecornu. While markets are not likely to bet on policy change, the US experience demonstrates the drag that policy uncertainty can have on corporate activity.

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02:42

UBS On-Air: Paul Donovan Daily Audio 'Aprés nous, le...

UBS On-Air: Market Moves ·

2025/09/09

French Prime Minister Bayrou is expected to resign, having lost a parliamentary vote of confidence related to fiscal proposals. Assuming someone can be persuaded to take the job, that means five French prime ministers in under two years. Political turnover, debt, demographics, etc. invite parallels to 1990s Italy—but in drawing such parallels, it is worth remembering that Italy managed its debt position perfectly well over that period.

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04:44

Ahead of the curve with Ulrike Hoffmann-Burchardi

UBS On-Air: Market Moves ·

2025/09/07

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 the most important market drivers in the week ahead, along with opportunities beyond the consensus. This week – key inflation data (CPI) due out on Thursday.

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03:09

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

UBS On-Air: Market Moves ·

2025/09/05

US August employment data is due. Falling survey response rates, rising complexity, and less funding for data collection have caused data quality to deteriorate. A range of indicators signal a weaker labor market, without causing middle-income US consumers to weaken much. Federal Reserve Chair Powell’s data dependency focus means a rogue number might deter a US rate cut, but markets assume the narrative of economic weakness takes priority.

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02:51

UBS On-Air: Paul Donovan Daily Audio 'Beige or red...

UBS On-Air: Market Moves ·

2025/09/04

The Federal Reserve has to decide policy based on how far it believes labor markets will weaken, how high inflation will go, and whether higher inflation will persist. (There is also the question of whether rate changes will change any of those issues). On balance, yesterday’s information points to rate cuts.

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