UBS On-Air: Market Moves

Latest Episodes:

Top of the Morning: US Financials - Sector update & outlook Oct 09, 2025

Show notes

We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Policy discussion in a data vacuum' Oct 09, 2025

Show notes

French politicians have been doing politics. This week’s prime minister, Lecornu, has suggested that a majority of national assembly members favor seeking a compromise budget. The suggestion is less fiscal tightening than was originally proposed. French assets are likely to continue to command a risk premium, but the bond market should remain orderly.

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 47) Oct 08, 2025

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On this week’s episode of Viewpoints, Burkhard acknowledges the third birthday of the current bull market and explains whether the bull has further room to run - assessing where are now and where we may be heading from here.

UBS On-Air: Paul Donovan Daily Audio 'How bouncy is the bounce back?' Oct 08, 2025

Show notes

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 be paid back with an economic bounce when government reopens. It is still a net negative—contractors are not compensated for lost activity in a shutdown—but government workers get their back pay paid back. US President Trump has suggested that may not happen this time. If that were legally enforced, it would reduce the bounce of the bounce back.

Across the Pond: Dream Home or Bubble Trouble? Oct 07, 2025

Show notes

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 on where to find the best value and where the risk of a bubble bursting are greatest. How can investors manage currency risk and optimize leverage? In this week’s Across the Pond the Chief Investment Office’s real estate experts, Matthias Holzhey and Maciej Skoczek join hosts Christopher Swann and Belinda Peeters to explore these issues and how property fits in your broader wealth strategy.

UBS On-Air: Paul Donovan Daily Audio 'French lettuce?' Oct 07, 2025

Show notes

French Prime Minister Lecornu resigned, but will work for 48 hours—President Macron wants Lecornu to find a fiscal solution that would command National Assembly support. Despite obvious parallels, this is not the same as the UK’s Truss debacle. The French bond market remains orderly. French assets will command a risk premium, as investors wait to see whether a new government or new elections are the outcome.

Top of the Morning: CIO Strategy Snapshot - What’s driving the markets? Oct 06, 2025

Show notes

Jason drops by the studio to explain why markets recently have continued their move higher, despite the ongoing U.S. government shutdown and missing economic indicators. We also assess the health of the US labor market with available data-points from last week, and review CIO’s current portfolio positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Pro-growth policies?' Oct 06, 2025

Show notes

The Liberal Democratic Party of Japan elected former economic security minister Takaichi as its leader, and thus Prime Minister-presumptive. Takaichi is seen as a pro-growth leader, and has signaled scepticism about the persistence of Japan’s inflation. This has supported equities, and may delay expectations of a Bank of Japan rate increase.

Signal over Noise with Ulrike Hoffmann-Burchardi Oct 06, 2025

Show notes

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 what’s the signal, and what’s just noise in the markets. This week – OpenAI Developer Day, continuing to monitor the US government shutdown.

Navigating 529 Plans in New York and the Tri -State Area Oct 04, 2025

Show notes

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 everything you need to know about 529 plans in New York, New Jersey, and Connecticut. Whether you are a parent, grandparent, or student, this episode covers the latest legislative changes, practical tips for maximizing your education savings, and expert insights on how families in the Tri-State area can make the most of their college planning. Curious about new rules or how to get started? Tune in for an informative and friendly conversation designed to help you take the next step in your education savings journey.

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UBS On-Air: Market Moves

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