UBS On-Air: Market Moves
Maelezo ya Kituo
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
Vipindi vya Hivi Karibuni
1117 vipindi
Fixed Income Conversation Corner Podcast with Leslie Falconio (UBS CIO) and Mike Contopoulos (Richard Bernstein Advisors)
Mike Contopoulos rejoins Leslie Falconio for a discussion around year-end asset class performance expectations, the implications of a lower rate envir...
UBS On-Air: Paul Donovan Daily Audio 'British style'
The Federal Reserve spoke with an almost British accent yesterday, cutting rates a quarter point with a Bank of England-like three-way vote split. Fed...
Top of the Morning: Fixed Income Strategist - Almost ample
Leslie and John stop by on Fed Day for an update on fixed income markets, positioning views, and an outlook for monetary policy. We also examine the...
UBS On-Air: Paul Donovan Daily Audio 'Another little cut'
The Federal Reserve is expected to cut rates a quarter point. The absence of credible short-term data since the last Fed meeting means policymakers ca...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 49)
On this week’s episode of Viewpoints, Burkhard reflects on the current upward equity market momentum and answers the age-old question: “Are we in a bu...
Top of the Morning: Venezuela - Visualizing the day after tomorrow
We examine the current situation in Venezuela, including a look at the opportunities and challenges facing Venezuela’s economy. Plus, thoughts as to...
UBS On-Air: Paul Donovan Daily Audio 'The Italian States of America'
The IMF suggested that the US government debt-to-GDP ratio will exceed that of Italy by the end of the decade. There is no reason to suppose this IMF...
Top of the Morning: CIO Strategy Snapshot - The two most important numbers in economics
Jason sets the table for a busy week ahead which includes several Mag 7 Q3 earnings reports, the highly anticipated APEC summit, and October FOMC meet...
UBS On-Air: Paul Donovan Daily Audio 'Less tense?'
Trade tensions between the US and China appear to have moved into a “dial down” phase after the recent escalation. While details will probably not be...
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...
Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management
Tune in to hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income and Liquidity teams, as they sha...
Top of the Morning: Seek opportunities in China
Dan Cassidy welcomes Xingchen Yu, Emerging Markets Strategist Americas, for a timely update on China. Xingchen discusses CIO’s latest upgrades to Chin...
UBS On-Air: Paul Donovan Daily Audio 'Trade talk turmoil'
US President Trump announced trade negotiations with Canada would end. Trump is unhappy with the Province of Ontario’s adverts, directly quoting US Pr...
Talking Markets Podcast (Investing in China) with Andrew Mattock, Matthews Asia
Andrew Mattock is a Portfolio Manager focused on Chinese equities at Matthews Asia. We discuss the macro factors that have driven China’s markets, an...
UBS On-Air: Paul Donovan Daily Audio 'Blips'
There has been a small blip in the oil price following the US announcement that two Russian energy companies would be blacklisted. US President Trump...
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 48)
On this week’s episode of Viewpoints, Burkhard shares his thoughts on the performance of gold and the drivers behind 2025 performance, along with how...
Top of the Morning: Muni Market update - Flows gather momentum
Mindful of a flattening yield curve, Sudip and Jeannine join to explain where opportunities exist within munis. We also cover a performance update an...
UBS On-Air: Paul Donovan Daily Audio 'Choppy markets, in choppy waters'
UK September consumer price inflation was lower than expected. Air fares and fuel prices added, but food prices seem to have been subject to more gene...
Top of the Morning: Emerging Market Equities - Positioning update & outlook
Tune in for a performance update and outlook for emerging market equities. We also explain the thinking behind CIO’s recent upgrade of Emerging Marke...
UBS On-Air: Paul Donovan Daily Audio 'Trading patterns offer few surprises'
South Korea’s early October export data showed strength when adjusted for differences in working days. As is now standard, semiconductor exports led t...
Top of the Morning: CIO Strategy Snapshot - A better risk-reward distribution
Jason joins to outline the current positioning recommendations and investment outlook from CIO (per the November UBS House View), including thinking b...
UBS On-Air: Paul Donovan Daily Audio 'Back and forth on trade'
Financial markets have been pushed around by trade, again. This time the reaction has been positive, as the US seems to have moved away from its more...
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...
Macro Monthly Podcast with UBS Asset Management
Join Evan Brown, Portfolio Manager and Head of Multi-Asset Strategy with UBS Asset Management, as he shares thoughts on the current macro environment...
House Call: Talking Equity Markets with UBS Asset Management
Join Jeff Hans, Senior Portfolio Manager of the House View Equity Portfolios with UBS Asset Management, as he shares a performance update for US equit...
Top of the Morning: POTUS 47 - Government gridlock, Trade update
Kurt drops by to update on where negotiations stand to end the U.S. government shutdown, which has now entered week three, along with the scope of imp...
UBS On-Air: Paul Donovan Daily Audio 'More changes to policy'
There are reports that the US administration will extend the delay in implementing tariffs on car part imports from two years to five years. This is a...
UBS On-Air: Paul Donovan Daily Audio 'Beige flags'
The Federal Reserve’s Beige Book of economic anecdotes was not affected by the absence of a functioning government. There was evidence of prices react...
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...