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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

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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02:16

UBS On-Air: Paul Donovan Daily Audio 'A gilded age'

UBS On-Air: Market Moves ·

2025/09/02

Gold prices hit a new record overnight. The gold rally has its foundations in central bank accumulation. Central banks that hold gold still hold a dollar reserve asset (just one that is independent of US Treasury control). That foundation has been built on with expectations of US rate cuts.

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06:39

Ahead of the curve with Ulrike Hoffmann-Burchardi

UBS On-Air: Market Moves ·

2025/09/01

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 August employment report, AVGO’s earnings, plus, thoughts on current equity valuations.

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02:51

UBS On-Air: Paul Donovan Daily Audio 'The rate debate'

UBS On-Air: Market Moves ·

2025/08/29

US July personal income and spending data is due. The middle income consumers’ relatively strong starting point for the year has helped to sustain consumption, although political polarization has created some distortions in spending. Consumption remains the key focus for overall economic activity in the US this year.

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09:41

Viewpoints with Burkhard Varnholt - A global markets...

UBS On-Air: Market Moves ·

2025/08/28

On this week’s episode of Viewpoints, Burkhard reflects on and share takeaways from his UBS summits on longevity, and shares perspective around the connection between longer lives and rising markets. Plus, a look at where to find opportunity in the current environment.

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02:13

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

UBS On-Air: Market Moves ·

2025/08/28

The US provides another official estimate of second-quarter GDP. These numbers will be revised further in the future. Policy expectations distorted demand patterns for domestic consumers, but the relative strength of the middle-income US household balance sheet late last year provides a foundation for some consumer spending. Weekly continuing claims for unemployment insurance are a modest market focus.

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23:41

Talking Markets Podcast with Apollo Lupescu of...

UBS On-Air: Market Moves ·

2025/08/27

Apollo Lupescu is a Vice President at Dimensional Fund Advisors. 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 to economic activity, asset allocation views, and more. Host: Daniel Cassidy

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02:23

UBS On-Air: Paul Donovan Daily Audio '50% on'

UBS On-Air: Market Moves ·

2025/08/27

US taxes on Indian imports doubled to 50%. US importers should pay the old tax rate on goods already en route to the US, delaying the effect. With full pass-through and no demand switching, the tax increase would add less than 0.1 percentage point to US consumer price inflation. However, the unpredictability of US trade policy affects global corporations as they manipulate their supply chains.

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16:31

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

UBS On-Air: Market Moves ·

2025/08/26

Jason reflects on last week’s Jackson Hole Symposium, and speech delivered by Fed Chair Powell - we discuss what the speech suggests about the road ahead for monetary policy, and the market response. Plus, thoughts on overall market pricing as of late, and what investors have been focused on, along with a look at the latest asset allocation recommendations from CIO, per the latest UBS House View. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel

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03:00

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

UBS On-Air: Market Moves ·

2025/08/26

US President Trump issued a letter purporting to fire Federal Reserve Governor Cook—an unprecedented action. After recent comments, investors will inevitably view this as an assault on Fed independence. There are obstacles—Trump already appointed a majority of Fed governors, without changing policy independence. If the dismissal survives the courts, the Senate must confirm any successor. Fed presidents still have policy votes. Faith in these checks may limit the negative market reaction.

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02:26

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

UBS On-Air: Market Moves ·

2025/08/25

Federal Reserve Chair Powell’s speech at Jackson Hole last week was classic Powell. That is not a terribly good thing. Powell signaled an increased probability of a September rate cut to counter the damage of trade taxes on the US economy. Markets liked that. But this was essentially the “data dependent” mantra padded with additional rhetoric.

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05:21

Ahead of the curve with Ulrike Hoffmann-Burchardi

UBS On-Air: Market Moves ·

2025/08/25

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 - NVIDIA’s earnings on Wednesday.

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16:50

Talking Markets Podcast with Dan Peris of Federated...

UBS On-Air: Market Moves ·

2025/08/22

Dan Peris is a Senior Portfolio Manager, and Head of the Income and Value Group at Federated Hermes and has authored several books that are focused on equity investing. Dan joins the 1285 studio in New York to share his thoughts on the current landscape for dividend equity investing, including a look at positioning considerations, and risks. We also discuss the benefits of geographic diversification for equity investors, along with highlight investment themes. Host: Daniel Cassidy

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02:50

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

UBS On-Air: Market Moves ·

2025/08/22

In my view, central bank policy would have been better served had US President Trump extended former Fed Chair Yellen's term instead of appointing Powell. Powell has lacked confidence, and failed to articulate a medium-term vision for the economy at a time of uncertainty caused by structural change. The resulting mantra of “data dependency” has not been helpful as data has very obviously become significantly less reliable.

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02:28

UBS On-Air: Paul Donovan Daily Audio 'In what can we...

UBS On-Air: Market Moves ·

2025/08/21

The Federal Reserve meeting minutes offered no surprise—a majority of members thought inflation a bigger threat than unemployment, which was obvious given the vote. US President Trump called for a Democrat-appointed Fed governor to resign. In the broader context, investors may worry about whether the Fed still has the appearance of being independent. In a fiat currency system, trust is key and even the appearance of undermining independent policy or data is dangerous—in this case, also threatening

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10:03

Viewpoints with Burkhard Varnholt - A global markets...

UBS On-Air: Market Moves ·

2025/08/20

On this week’s episode of Viewpoints, Burkhard reflects on last Friday’s Alaska summit and how investors should link about peace efforts for Ukraine and the region. We also preview this week’s Jackson Hole symposium where Fed Chair Jerome Powell will focus on the themes of changing demographics, productivity and macroeconomic policy. Plus, a preview of an upcoming investor summit in Switzerland which will be hosted by Burkhard.

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