UBS On-Air: Market Moves

Latest Episodes:

Top of the Morning: CIO Strategy Snapshot - What’s next for rate cuts? Sep 22, 2025

Show notes

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 balance of the year, and into 2026. Plus, how and why the Fed funds rate will matter to markets from here, along with a review of CIO’s latest asset allocation recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'More policy insights' Sep 22, 2025

Show notes

South Korean exports fell in the first part of September (when adjusting for the number of working days). Exports to the US and China (which often ultimately end up in the US) were weaker. Semiconductor sales were a predictable source of strength.

Signal over noise with Ulrike Hoffmann-Burchardi Sep 21, 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 - the Fed decision and dot plots, the US semiconductor roadmap and key releases for next week.

Washington Weekly Podcast: UK state visit, Privatizing GSEs, Government funding Sep 19, 2025

Show notes

Shane drops by to recap this week’s UK state visit by President Trump and a variety of economic agreements that were announced. We also cover efforts by the Trump administration to privatize government sponsored entities. Plus, an update on government funding negotiations on Capitol Hill. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Top of the Morning: Investing in China & EM Equities - Themes, opportunities, risks Sep 19, 2025

Show notes

Xingchen rejoins to cover three key themes for China investors to watch, followed by investment opportunities, including China tech. We then explore the EM equities landscape following the first Fed cut, and highlight key opportunities in emerging markets beyond China tech. Featured is Xingchen Yu, Emerging Markets Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Top of the Morning: Fixed Income Strategist - Pushing the boundaries Sep 19, 2025

Show notes

Leslie joins in-studio to provide a fixed income performance update and outlook, including thoughts on how fixed income markets could respond to Fed rate cuts. Plus, a look at positioning considerations within the asset class, including views on investment grade, and agency mortgage-backed securities. Featured is Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office. Host: Carli Torres

UBS On-Air: Paul Donovan Daily Audio 'Quantities of money' Sep 19, 2025

Show notes

Yesterday, French protestors took to the streets over the last government’s proposed spending cuts. This makes good social media content, and confirms stereotypical media biases, but should not change things for investors. France has large reserves of private wealth that could be mobilized to help fund government borrowing, but more democratic wealth increases mean that such mobilization would affect ordinary citizens.

UBS AI Podcast - CEO Series - Ep. 5 (Winston Weinberg, CEO of Harvey) Sep 18, 2025

Show notes

The UBS AI Podcast explores the fascinating and evolving world of artificial intelligence, how it's transforming industries, redefining what's possible and reshaping the future. On this episode of the CEO Series, Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, converses with Winston Weinberg, CEO and Co-Founder of Harvey.

UBS On-Air: Paul Donovan Daily Audio 'Weaker employment > stronger inflation' Sep 18, 2025

Show notes

The Federal Reserve performed as expected—a quarter point rate cut and signals of more to come. The weakening US labor market is prioritized over ongoing inflation increases. That suggests rate cuts even as goods price inflation increases further into next year. Poor quality labor market data presents challenges to policy confidence.

Top of the Morning: POTUS 47 - Latest on US trade policy & government funding talks Sep 17, 2025

Show notes

Kurt rejoins in studio to share the latest on US trade policy (and potential paths forward) following the recent US federal appeals court ruling. We also touch on government funding negotiations, including a look at where roadblocks exist, and the prospects for a shutdown by the end of the month. Featured is Kurt Reiman, Head of Fixed Income Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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UBS On-Air: Market Moves

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