UBS On-Air: Market Moves
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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
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1089 episoodi
Washington Weekly Podcast: Government shutdown update, US-China trade talks
Shane joins mid-week for an update on the US government shutdown, including a look at impacted services, and where negotiations stand to re-open the g...
UBS On-Air: Paul Donovan Daily Audio 'Labor weakness still beats inflation increases'
Federal Reserve Chair Powell reiterated that labor market concerns dominate inflation concerns in current policy. The lack of a functioning US federal...
Industrial Real Estate: Outlook & opportunities with Dave Fazekas, Ares Management
Dave Fazekas is Partner & Head of North American Logistics with Ares Real Estate. Dave joins the podcast to discuss the current investment landscape...
UBS On-Air: Paul Donovan Daily Audio 'Taking down the trade temperature'
Markets have detected some shifting around in the US approach to trade with China. US Treasury Secretary Bessent was vocal in asserting that US Presid...
Top of the Morning: CIO Strategy Snapshot - Navigating volatility
As investors begin a new week they are faced with the prospect of more trade uncertainty, the ongoing government shutdown, and the start of Q3 earning...
UBS On-Air: Paul Donovan Daily Audio 'Where to start?'
After US President Trump’s threat to impose additional significant tariffs on US buyers of goods from China, there has been a more conciliatory tone f...
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...
Talking Markets Podcast with Jan van Eck of VanEck
Jan van Eck is the Chief Executive Officer of VanEck. We cover a wide range of top of mind topics for investors, including a look at the US macroecon...
UBS On-Air: Paul Donovan Daily Audio 'Inflation (data) is coming'
The US government has announced that, regardless of the government shutdown, the September consumer price inflation data will be coming out (probably...
Top of the Morning: US Financials - Sector update & outlook
We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings s...
UBS On-Air: Paul Donovan Daily Audio 'Policy discussion in a data vacuum'
French politicians have been doing politics. This week’s prime minister, Lecornu, has suggested that a majority of national assembly members favor see...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 47)
On this week’s episode of Viewpoints, Burkhard acknowledges the third birthday of the current bull market and explains whether the bull has further ro...
UBS On-Air: Paul Donovan Daily Audio 'How bouncy is the bounce back?'
Economists traditionally do not worry too much about the growth impact of US government shutdowns, as the short-term loss of economic output tends to...
Across the Pond: Dream Home or Bubble Trouble?
Buying a second property overseas is dream for many. But can it also make financial sense? Our latest survey of global property provides a deep dive o...
UBS On-Air: Paul Donovan Daily Audio 'French lettuce?'
French Prime Minister Lecornu resigned, but will work for 48 hours—President Macron wants Lecornu to find a fiscal solution that would command Nationa...
Top of the Morning: CIO Strategy Snapshot - What’s driving the markets?
Jason drops by the studio to explain why markets recently have continued their move higher, despite the ongoing U.S. government shutdown and missing e...
UBS On-Air: Paul Donovan Daily Audio 'Pro-growth policies?'
The Liberal Democratic Party of Japan elected former economic security minister Takaichi as its leader, and thus Prime Minister-presumptive. Takaichi...
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...
Navigating 529 Plans in New York and the Tri -State Area
Join Isaac Chota, 529 Product Manager at UBS, and special guest Kristia Adrian, Executive Director at JP Morgan and 529 specialist, as they break down...
Top of the Morning: State of the U.S. economy & Fed monetary policy
As the U.S. government shutdown continues, we examine the implications of a prolonged shutdown to economic activity. Plus, thoughts on the health of...
UBS On-Air: Paul Donovan Daily Audio 'Not employment report Friday'
Today is US employment report Friday—except it is not, because of the impenetrable fog of US government shutdown. As low fear of unemployment is a cru...
Fixed Income Conversation Corner with Dan Hyman (PIMCO) and Leslie Falconio (UBS CIO)
Our conversation outlines the current landscape for fixed income investors, and where to locate opportunity within the asset class. We also touch on...
UBS On-Air: Paul Donovan Daily Audio 'Losing jobs'
The US government shutdown continues—Senate Republicans failed to pass their measure to end it. US President Trump indicated some federal government w...
Washington Weekly Podcast: Government shutdown, U.S. Drug Pricing
As the U.S. government has entered a shutdown, Shane drops by to explain the scope of impact, along with next steps with respect to negotiations. Plu...
Top of the Morning: Emerging markets - performance meets diversification
Alejo rejoins the podcast to discuss why the Fed’s current rate-cutting cycle is so important for emerging market investors. We then highlight compel...
UBS On-Air: Paul Donovan Daily Audio 'Through the keyhole'
The US Congress failed to either change the rules or come to an agreement to avert a government shutdown. Economists now lack official economic data f...
Top of the Morning: CIO Strategy Snapshot - Assessing the data
Coming off a busy week of economic data releases, and with the September employment report due out in just days, Jason shares thoughts around what rec...
UBS On-Air: Paul Donovan Daily Audio 'Growth and guessing'
The final guess at UK second quarter GDP led to some modest increases in growth—cementing the UK’s position as the fastest growing G7 economy year-to-...
Back to School on the Markets with Jeffrey Gundlach, Founder, DoubleLine Capital
Tune in for the annual UBS Studios fireside chat on the current market and macro environment, including thoughts around the economic impacts of artifi...
UBS On-Air: Paul Donovan Daily Audio 'Paying for government'
Current French Prime Minister Lecornu outlined their policy intentions, if they remain in power. A 4.7% GDP deficit target, no public holidays to be a...
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 Cliff Asness (AQR) and Jason Draho (UBS CIO)
Cliff joins Jason at the 1285 podcast studio in New York to cover a wide-range of topics, including the growing impacts of electronic trading to finan...
UBS On-Air: Paul Donovan Daily Audio 'National security vanities'
Social media posts from US President Trump overnight indicate a series of new trade tariffs. US buyers of foreign vanity units, soft furnishings, etc....
CIO Fixed Income Roundtable Series: Performance update & outlook
Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance and positioning update across fixed income sub-se...
UBS On-Air: Paul Donovan Daily Audio 'A US day today'
The US releases revised second quarter GDP data. The market consensus is for no change (given data quality problems, “no change” in the details may be...
Meet Ulrike Hoffmann-Burchardi, CIO Americas and Global Head of Equities
On 1 July Ulrike Hoffmann-Burchardi assumed the role of Chief Investment Officer Americas, while continuing as Global Head of Equities for UBS Wealth...
UBS On-Air: Paul Donovan Daily Audio 'Adding uncertainty in uncertain times'
Yesterday saw some increase in macro uncertainty, in case investors thought the world was getting predictable. US President Trump’s comments on Ukrain...
Top of the Morning: POTUS 47 - Banking on regulatory reform
We examine regulatory reforms being implemented by the Trump administration to the US banking sector, including a look at potential changes to capital...
UBS On-Air: Paul Donovan Daily Audio 'Quite like old times'
Federal Reserve Chair Powell is to speak on the economic outlook at the Greater Providence Chamber of Commerce. The outlook is not likely to stray far...
Top of the Morning: CIO Strategy Snapshot - What’s next for rate cuts?
Jason drops by the studio to reflect on last week’s FOMC rate decision and market response. We then discuss expectations for rate cuts through the ba...