UBS On-Air: Market Moves

Latest Episodes:

Top of the Morning: State of the U.S. economy & Fed monetary policy Oct 03, 2025

Show notes

As the U.S. government shutdown continues, we examine the implications of a prolonged shutdown to economic activity. Plus, thoughts on the health of the U.S. labor market, and broader economy, along with an outlook for Fed monetary policy heading into 2026. Featured is Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Not employment report Friday' Oct 03, 2025

Show notes

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 crucial line of defense keeping the US from recession, this is frustrating.

Fixed Income Conversation Corner with Dan Hyman (PIMCO) and Leslie Falconio (UBS CIO) Oct 02, 2025

Show notes

Our conversation outlines the current landscape for fixed income investors, and where to locate opportunity within the asset class. We also touch on an outlook for monetary policy, rates and the macro environment. Featured are Dan Hyman, Senior Portfolio Manager with PIMCO, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Losing jobs' Oct 02, 2025

Show notes

The US government shutdown continues—Senate Republicans failed to pass their measure to end it. US President Trump indicated some federal government workers may be fired, not furloughed. That would doubtless face legal challenges, but might also increase fear of unemployment. Low fear of unemployment has helped keep US growth mediocre rather than recessionary. However, the federal government workforce is a very small share of US employment, which should limit economic damage.

Washington Weekly Podcast: Government shutdown, U.S. Drug Pricing Oct 01, 2025

Show notes

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. Plus, thoughts on yesterday’s Oval Office announcement related to drug pricing. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Government Affairs US. Host: Daniel Cassidy

Top of the Morning: Emerging markets - performance meets diversification Oct 01, 2025

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Alejo rejoins the podcast to discuss why the Fed’s current rate-cutting cycle is so important for emerging market investors. We then highlight compelling opportunities across emerging market equities, fixed income, and currencies. Plus, a review of key risks to consider. Featured is Alejo Czerwonko, CIO for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Through the keyhole' Oct 01, 2025

Show notes

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 from the US. Private sector data is a poor substitute. Private data is like viewing the economy through a keyhole —clear, but with a narrow field of vision. Official data is like opening the door. Private data relies on official data to model the bits of the economy outside its field of vision, and that modelling becomes less accurate in the absence of official data.

Top of the Morning: CIO Strategy Snapshot - Assessing the data Sep 30, 2025

Show notes

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 recent data suggests about the state of the U.S. economy. Plus, a look at recent market drivers, along with the macro and market impacts of a potential shutdown of the U.S. government. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Growth and guessing' Sep 30, 2025

Show notes

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-date. Better investment figures led the upgrade. Consumers’ savings rate increased, suggesting consumers have resources to fund future spending (despite retailers’ attempts at profit-led inflation).

Back to School on the Markets with Jeffrey Gundlach, Founder, DoubleLine Capital Sep 29, 2025

Show notes

Tune in for the annual UBS Studios fireside chat on the current market and macro environment, including thoughts around the economic impacts of artificial intelligence, the path forward for monetary policy, fixed income markets, and broader asset allocation with Jeffrey Gundlach, Chief Executive Officer, Chief Investment Officer and Founder of DoubleLine Capital. Host: Daniel Cassidy

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