UBS On-Air: Market Moves

Latest Episodes:

UBS On-Air: Paul Donovan Daily Audio 'Nothing' Aug 19, 2025

Show notes

The global data calendar is unusually empty today, allowing investors a chance to speculate idly without any substantial information. This is particularly dangerous in the social media world of hashtag economics—fake news can spread faster and farther than the truth.

Top of the Morning: CIO Strategy Snapshot - Data concerns of a different sort Aug 18, 2025

Show notes

Jason drops by to reflect on the recent July inflation prints and what the data suggests about the inflationary environment in the US. We also address concerns about potential political interference in producing economic data, preview Chair Jay Powell’s speech at Jackson Hole, and review CIO’s investment recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Wars and trade wars' Aug 18, 2025

Show notes

Market reactions to Friday’s events in Alaska are likely to be muted. The Russia-Ukraine war is not producing many market significant outcomes. While US President Trump seems to be following Russian President Putin’s lead at the moment, the changeable nature of administration policy means investors are not likely to take any direction as certain.

Ahead of the curve with Ulrike Hoffmann-Burchardi Aug 18, 2025

Show notes

Tune in every Monday morning 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 the most important market drivers in the week ahead, along with opportunities beyond the consensus. This week – progress on Russia-Ukraine peace talks, key retail earnings, and remarks from Fed Chair Powell.

Fixed Income Conversation Corner with Scott DiMaggio (AllianceBernstein) and Leslie Falconio (UBS CIO) Aug 15, 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 Scott DiMaggio, Head of Fixed Income with AllianceBernstein, 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 'Up and down the supply chain' Aug 15, 2025

Show notes

While official US July producer price inflation numbers were higher than expected, the signs of the progression of trade taxes were as expected. Supply chains have become longer and more complex—trade taxes progress down supply chains over months, not days. Rising producer prices without rising consumer prices does not automatically mean profits are being squeezed—it means goods in stores represent pre-tariff production, but goods at factory gates are increasingly using tariffed inputs.

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 43) Aug 14, 2025

Show notes

On this week’s episode of Viewpoints, Burkhard shares thoughts on how key forces such as the labor market, inflation, and political pressure are shaping the Fed’s decision making on monetary policy, along with how this year’s dollar-decline compares to previous declines. Plus, guidance when it comes to navigating turbulent markets.

UBS On-Air: Paul Donovan Daily Audio 'Stories versus reality' Aug 14, 2025

Show notes

UK second-quarter GDP was stronger than expected. The numbers will of course be subject to revision (and lots of revision), but for the time being this rather confounds the insistent negative narrative. Growth seems to have been focused toward the end of the quarter.

Top of the Morning: POTUS 47 - Another brick in the tariff wall Aug 13, 2025

Show notes

Kurt rejoins in-studio for the latest POTUS 47 update where we discuss the developments surrounding US trade policy, concerns over Fed autonomy, and geopolitical points of interest - how these factors have been impacting the markets and shaping the investment outlook. Featured is Kurt Reiman, Head of Fixed Income Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Seeping taxes, suspending data' Aug 13, 2025

Show notes

Yesterday’s July US consumer price inflation data showed trade taxes seeping into prices. US appliance prices are higher than in March—in most other major economies, they are lower. Tire prices leapt in July. Auto prices are not reflecting tariffs, but that was not likely—cars arriving as late as June would have been tariff exempt, and from dockside to car lot takes up to six months. Pre-tax auto inventory is currently being sold.

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UBS On-Air: Market Moves

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