UBS On-Air: Market Moves
Kanal jikme-jiklikleri
UBS On-Air: Market Moves
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
Soňky bölümler
1179 bölüm
Muni Panel - 2026 outlook discussion with UBS & Nuveen
Tune in for a timely year-end and yeah-ahead conversation on the municipal bond market, which include 2025 performance reflections and 2026 performanc...
UBS On-Air: Paul Donovan Daily Audio 'Twelve billion dollars'
Germany’s October trade surplus was larger than expected, principally because of a steeper fall in import demand. Globally, trade away from the US rem...
Top of the Morning: CIO Strategy Snapshot - Running it hot
We preview this week’s economic data releases, along with the December FOMC meeting. Plus, a look at some potential market-moving events to watch out...
UBS On-Air: Paul Donovan Daily Audio 'One trillion dollars'
China’s trade surplus exceeded one trillion US dollars in the 11 months to November. Round numbers do not matter in economics, but trends do. This sur...
Signal over Noise with Ulrike Hoffmann-Burchardi
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...
How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)
As 2025 draws to a close, we cap off the year with Rich and Jason exchanging expectations for the market and macro environment in 2026 - including tho...
UBS On-Air: Paul Donovan Daily Audio 'Consuming savings'
Today we get information on the US consumer—but unfortunately it is a mix of old data and misdirection. September personal income and spending numbers...
Fixed Income Conversation Corner with Clayton Triick (Angel Oak) and Leslie Falconio (UBS CIO)
A look at the landscape for Agency RMBS and the Housing Market, including a look at the prospects for and implications of the 50-yr and portable mortg...
UBS On-Air: Paul Donovan Daily Audio 'Labor pains?'
The US labor market is, rightly, a key focus. Low fear of unemployment gave US consumers the confidence to reduce savings rates. That reduction in sav...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 53)
On this week’s episode of Viewpoints, Burkhard contemplates whether the “Santa Rally” is still alive, or if investors should pack-up for the holiday s...
Municipal Brief: New York City - Looking ahead
In the wake of Zohran Mamdani's recent win as New York City's 111th mayor, Jeannine and Ted discuss CIO’s Risk Categories for the city's debt, and wha...
House Call: Talking Equity Markets with UBS Asset Management
Join Jeremy Zirin, Head of the Private Client U.S. Equity Teams with UBS Asset Management, as he shares a performance update and outlook for U.S. equi...
UBS On-Air: Paul Donovan Daily Audio 'Old price data still interests'
US September import price inflation is old news, but will still be poured over by economists. Exporters do not pay tariffs in any economy—the legal li...
Top of the Morning: Emerging Markets - Where luck meets skill
Alberto rejoins the podcast for a macro and positioning update for the Emerging Markets, including a look at preferences across Emerging Market equiti...
Washington Weekly Podcast: Russia-Ukraine, Venezuela, Congressional agenda
Shane drops by for a geopolitics roundup with updates on the latest developments with respect to the Russia-Ukraine War and Venezuela. We also review...
UBS On-Air: Paul Donovan Daily Audio 'Managing debt'
Japan’s 10-year government bond auction had solid demand. Normally, this would not merit attention, but international investors have been getting anxi...
Top of the Morning: CIO Strategy Snapshot - The final stretch
With fifteen relevant trading days remaining for 2025, investors over the next few weeks will be watching for key economic data releases, a potential...
UBS On-Air: Paul Donovan Daily Audio 'Is a name emerging?'
US President Trump indicated that a nominee for Chair of the Federal Reserve has been selected (though without giving a name). Senate confirmation is...
Talking Markets Podcast with Phil Orlando of Federated Hermes
Phil Orlando is the Chief Market Strategist and Global Head of Investment Directors at Federated Hermes. Phil reflects on the outcomes of the Novembe...
UBS On-Air: Paul Donovan Daily Audio 'Paying for price increases'
Today, US consumers give thanks by spending money—cutting savings rates to buy things they don’t need. Retailers will discount prices, but those disc...
UBS On-Air: Paul Donovan Daily Audio 'Something for everyone'
The Federal Reserve Beige Book of anecdotal evidence changed little—a stable outlook with some concerns. In the details, manufacturers and retailers e...
UBS On-Air: Paul Donovan Daily Audio 'Consumers versus prices'
US September retail sales data were old news, but slightly softer. While it is tempting to blame the accelerating US inflation rate, retail sales are...
Top of the Morning: CIO Strategy Snapshot - Further adjustment
Jason drops by to explain the contributing factors to recent volatility and pullbacks across parts of the equity market, and shares expectations for t...
UBS On-Air: Paul Donovan Daily Audio 'Rate cut speculation'
Federal Reserve Governor Waller advocated a December rate cut, citing labor markets. If Waller is seriously concerned about employment, this would be...
Macro Monthly Podcast with UBS Asset Management
Join Evan Brown, Head of Multi-Asset Strategy and Portfolio Manager for UBS Asset Management, for an assessment of the current macro and geopolitical...
UBS On-Air: Paul Donovan Daily Audio 'Fiscal largesse for no progress'
The lower house of the French national assembly rejected the latest revenue parts of the French budget. An unaltered budget proposal now goes to the S...
Signal over Noise with Ulrike Hoffmann-Burchardi
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 On-Air: Paul Donovan Daily Audio 'Still not hiring'
The September US employment report was finally released. This data’s quality has deteriorated dramatically—not because of the shutdown, but because su...
UBS Year Ahead 2026 - Escape velocity?
As 2025 nears an end, Jason Draho outlines the market and macro expectations of the UBS Chief Investment Office for 2026. We also consider whether AI...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 52)
On this week’s episode of Viewpoints, Burkhard shares his thoughts on what’s driving recent market momentum and the contributing factors to selling pr...
UBS On-Air: Paul Donovan Daily Audio 'The exciting tale of the Federal Reserve'
The Federal Reserve minutes offered some excitement, and it is not often that an economist gets to write those words. “Many” members of the Fed were o...
UBS On-Air: Paul Donovan Daily Audio 'Markets, not macroeconomics'
Market volatility does not necessarily reflect shifts in the economic outlook. While some companies have suggested moderating consumer demand in the...
Top of the Morning: CIO Strategy Snapshot - Analyzing the data
With the U.S. government now reopen, investors are anxious to receive economic data that was halted during the shutdown period. So, what will investo...
UBS On-Air: Paul Donovan Daily Audio 'To and fro'
The latest rhetoric from Federal Reserve members is not changing policy uncertainty. Fed Governor Waller highlighted US labor market brittleness—their...
Talking Markets Podcast with Rohit Chopra of Lazard Asset Management
Rohit Chopra is a Portfolio Manager and Analyst on the Emerging Markets Equity and Emerging Markets Core Equity team at Lazard Asset Management. We c...
Top of the Morning: Fixed Income Strategist - Reaching for yield
Leslie and Letty join to share reflections on recent asset class performance, including a look at the key factors behind outperformance of higher-qual...
UBS On-Air: Paul Donovan Daily Audio 'Deals and delays'
The Swiss-US trade deal marks another potential reduction in tariffs paid by US importers, following selective tariff cuts on imported foodstuffs. The...
Signal over Noise with Ulrike Hoffmann-Burchardi
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 On-Air: Paul Donovan Daily Audio 'Tying tariffs to inflation perceptions'
There are more reports of the US administration scrambling to cut tariffs using framework trade deals with Latin American economies. Heightened politi...
Life Sciences: Industry trends & investment considerations with Nick Galakatos, Blackstone
Nick Galakatos, Senior Managing Director, & Global Head of Life Sciences at Blackstone joins Daniel Cassidy at the UBS podcast studio in New York for...