UBS On-Air: Market Moves

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Top of the Morning: Fixed Income Strategist - Back to school prep Aug 12, 2025

Show notes

In this month’s Fixed Income Strategist, we review foundational elements of the fixed income market and outline rationale for maintaining a diversified approach within the asset class. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, & Barry McAlinden, Senior Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Carli Torres

UBS On-Air: Paul Donovan Daily Audio 'Can US inflation be hedged? ' Aug 12, 2025

Show notes

US July consumer price inflation is due. The details will show more of the April trade taxes seeping into consumer prices—although a 10% tariff equates to around a 4% consumer price increase, and service prices should be largely unaffected. This data is less reliable than that released just six months ago—not because of political bias, but because funding cuts mean fewer price points are measured.

Top of the Morning: CIO Strategy Snapshot - Macro thoughts Aug 11, 2025

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As markets continue to shrug off risk factors, Jason shares thoughts on the current environment and how to position within. We discuss the week’s notable macro data releases, spanning inflation readings to retail sales, the potential policy impacts of recent Fed personnel changes, along with share an outlook for gold. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'A chaotic trade tax process' Aug 11, 2025

Show notes

The US administration has promised to clarify “misinformation” about trade taxes on gold following an official ruling from customs officials suggesting US buyers of certain gold bars have been taxed since 9 April. That could potentially include some of the gold now covering the walls of the White House’s oval office. Investors suppose a clarification means a repudiation of the ruling. This rather chaotic process might make investors suppose the details of trade taxes had not been properly thought through, but that would be unthinkable for so important a policy position.

Ahead of the curve with Ulrike Hoffmann-Burchardi Aug 11, 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 – key macro releases, including CPI, Retail Sales, and Industrial Production data, along with the remains of the Q2 corporate earnings season.

House Call: Talking Equity Markets with UBS Asset Management Aug 08, 2025

Show notes

Join Jeremy Zirin, Senior Portfolio Manager and Head of the Private Client US Equity Team with UBS Asset Management, as he shares a performance update for US equities at the midpoint of 2025. We also cover an outlook for the US economy, the ongoing impact of artificial intelligence to US equities, along with a look at equity sector themes. Host: Daniel Cassidy. Recorded on 25.07.24

UBS On-Air: Paul Donovan Daily Audio 'All that’s gold does not glitter' Aug 08, 2025

Show notes

The Financial Times reports that the US has declared imports of one kilogram and 100 ounce bars of gold are subject to trade taxes. If true, US citizens who tried to hedge the inflation impact of US President Trump’s trade taxes by buying gold bars must pay those same taxes on their hedge. The ruling suggests gold imported between 9 April and 7 August was subject to tariff, underscoring how tariffs work. Gold importers are liable, and they (not exporters) will be pursued in the courts if they do not pay the tax. Holders of gold futures, etc. would not be subject to trade taxes.

Top of the Morning: Preferred yields not wilting in the market heat Aug 07, 2025

Show notes

A look at the performance landscape and outlook for preferred securities through 2H25, including a review of sector risks and opportunities. Featured is Frank Sileo, Senior Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Trading around the US' Aug 07, 2025

Show notes

US manufacturers live in confusing times. Alongside the widespread increases in taxes on imports that took effect this morning, US President Trump suggested a 100% tax on imports of microchips. However, in a maneuver that was less a retreat and more a pirouette, these taxes will not apply to imports from some specific companies, including some of the largest exporters to the US. That blunts the cost of the tax and tilts this toward spin rather than substance, but increases the paperwork associated with doing business in the US.

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 42) Aug 06, 2025

Show notes

On this week’s episode of Viewpoints, Burkhard shares thoughts on a range of timely topics, including ongoing tariff negotiations, July US payroll data, along with shakeups at the US Bureau of Labour Statistics and Fed Board of Governors. Plus, a look at the challenges facing health care companies, and highlights from a cycling journey through Denmark.

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UBS On-Air: Market Moves

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