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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

02:29

UBS On-Air: Paul Donovan Daily Audio 'Stories versus...

UBS On-Air: Market Moves ·

2025/08/14

UK second-quarter GDP was stronger than expected. The numbers will of course be subject to revision (and lots of revision), but for the time being this rather confounds the insistent negative narrative. Growth seems to have been focused toward the end of the quarter.

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18:15

Top of the Morning: POTUS 47 - Another brick in the...

UBS On-Air: Market Moves ·

2025/08/13

Kurt rejoins in-studio for the latest POTUS 47 update where we discuss the developments surrounding US trade policy, concerns over Fed autonomy, and geopolitical points of interest - how these factors have been impacting the markets and shaping the investment outlook. Featured is Kurt Reiman, Head of Fixed Income Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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03:07

UBS On-Air: Paul Donovan Daily Audio 'Seeping taxes,...

UBS On-Air: Market Moves ·

2025/08/13

Yesterday’s July US consumer price inflation data showed trade taxes seeping into prices. US appliance prices are higher than in March—in most other major economies, they are lower. Tire prices leapt in July. Auto prices are not reflecting tariffs, but that was not likely—cars arriving as late as June would have been tariff exempt, and from dockside to car lot takes up to six months. Pre-tax auto inventory is currently being sold.

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14:16

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

UBS On-Air: Market Moves ·

2025/08/12

In this month’s Fixed Income Strategist, we review foundational elements of the fixed income market and outline rationale for maintaining a diversified approach within the asset class. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, & Barry McAlinden, Senior Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Carli Torres

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03:01

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

UBS On-Air: Market Moves ·

2025/08/12

US July consumer price inflation is due. The details will show more of the April trade taxes seeping into consumer prices—although a 10% tariff equates to around a 4% consumer price increase, and service prices should be largely unaffected. This data is less reliable than that released just six months ago—not because of political bias, but because funding cuts mean fewer price points are measured.

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19:03

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

UBS On-Air: Market Moves ·

2025/08/11

As markets continue to shrug off risk factors, Jason shares thoughts on the current environment and how to position within. We discuss the week’s notable macro data releases, spanning inflation readings to retail sales, the potential policy impacts of recent Fed personnel changes, along with share an outlook for gold. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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02:25

UBS On-Air: Paul Donovan Daily Audio 'A chaotic trade...

UBS On-Air: Market Moves ·

2025/08/11

The US administration has promised to clarify “misinformation” about trade taxes on gold following an official ruling from customs officials suggesting US buyers of certain gold bars have been taxed since 9 April. That could potentially include some of the gold now covering the walls of the White House’s oval office. Investors suppose a clarification means a repudiation of the ruling. This rather chaotic process might make investors suppose the details of trade taxes had not been properly thought

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04:52

Ahead of the curve with Ulrike Hoffmann-Burchardi

UBS On-Air: Market Moves ·

2025/08/11

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 – key macro releases, including CPI, Retail Sales, and Industrial Production data, along with the remains of the Q2 corporate earnings season.

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22:50

House Call: Talking Equity Markets with UBS Asset...

UBS On-Air: Market Moves ·

2025/08/08

Join Jeremy Zirin, Senior Portfolio Manager and Head of the Private Client US Equity Team with UBS Asset Management, as he shares a performance update for US equities at the midpoint of 2025. We also cover an outlook for the US economy, the ongoing impact of artificial intelligence to US equities, along with a look at equity sector themes. Host: Daniel Cassidy. Recorded on 25.07.24

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02:47

UBS On-Air: Paul Donovan Daily Audio 'All that’s gold...

UBS On-Air: Market Moves ·

2025/08/08

The Financial Times reports that the US has declared imports of one kilogram and 100 ounce bars of gold are subject to trade taxes. If true, US citizens who tried to hedge the inflation impact of US President Trump’s trade taxes by buying gold bars must pay those same taxes on their hedge. The ruling suggests gold imported between 9 April and 7 August was subject to tariff, underscoring how tariffs work. Gold importers are liable, and they (not exporters) will be pursued in the courts if they do not

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12:31

Top of the Morning: Preferred yields not wilting in...

UBS On-Air: Market Moves ·

2025/08/07

A look at the performance landscape and outlook for preferred securities through 2H25, including a review of sector risks and opportunities. Featured is Frank Sileo, Senior Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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03:01

UBS On-Air: Paul Donovan Daily Audio 'Trading around...

UBS On-Air: Market Moves ·

2025/08/07

US manufacturers live in confusing times. Alongside the widespread increases in taxes on imports that took effect this morning, US President Trump suggested a 100% tax on imports of microchips. However, in a maneuver that was less a retreat and more a pirouette, these taxes will not apply to imports from some specific companies, including some of the largest exporters to the US. That blunts the cost of the tax and tilts this toward spin rather than substance, but increases the paperwork associated

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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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