UBS On-Air: Market Moves

Latest Episodes:

UBS AI Podcast - CEO Series - Ep. 4 (Dr. Kai-Fu Lee, CEO of 01.AI) Jul 17, 2025

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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 Dr. Kai-Fu Lee, Chairman of Sinovation Ventures, and CEO of 01.AI.

Top of the Morning: Fixed Income Strategist - Navigating through the fog Jul 17, 2025

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With 2H25 now underway, Leslie shares a performance outlook for fixed income assets, along with outlines positioning and risk considerations. We also touch on an outlook for interest rates and share views on investment grade versus high yield bonds. 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 'The dangers of being surprised' Jul 17, 2025

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US President Trump has recently shown an eagerness to change the media narrative. The narrative changed yesterday with speculation about the future of Federal Reserve Chair Powell. That shift might be expensive. Trump declared they had been “surprised” by Powell’s appointment. Trump originally appointed Powell.

Washington Weekly Podcast: Crypto week, Tariffs, Russia-Ukraine Jul 16, 2025

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Shane drops by to highlight the legislative focuses of Congress post One Big Beautiful Bill, including a look into “Crypto Week” which is currently taking place up on Capitol Hill. We also touch on the latest with respect to US trade policy and negotiations with the EU and Mexico. Plus, thoughts on the latest US involvement in the Russia-Ukraine War. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Inflation games' Jul 16, 2025

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US June consumer price inflation gave some troubling signals about data quality—not only are fewer prices being measured, there is circumstantial evidence that budget cuts mean more prices are being guessed. However, on the basis of the numbers provided, it is clear that President Trump’s trade taxes are being passed through to US consumers—the monthly increase in consumer appliance prices was the fastest this century.

Top of the Morning: Muni Market - 2H25 Outlook: The better half Jul 15, 2025

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A mid-year performance recap and outlook for the municipal bond market, including a look at why munis are poised for a better second-half performance. We also cover sector preferences, policy implications, and investment considerations for long-term munis. Featured is Sudip Mukherjee, Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'And so it begins? ' Jul 15, 2025

Show notes

US June consumer price inflation is the first number that might show trade tax effects. Only half the expected trade tax rise has hit the economy so far. Inventory stockpiling means pre-tax items are still available. How readily US firms can pass on price increases matters. Post-pandemic inflation made this easier. Tariffs have dominated the (non-Republican) media narrative, making price increases easier. The details, not the headlines, will indicate the potential scale of the inflation surge.

Top of the Morning: CIO Strategy Snapshot - Don’t call it a comeback Jul 14, 2025

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Jason weighs in on range of top-of-mind topics to begin the week, including the resurgence of tariff and Fed independence concerns, along with a preview of the upcoming earnings season and June inflation data. We also touch on why the “Roaring 20s” regime is still in play, and review CIO’s current market outlook and 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 'Randomness and the real world' Jul 14, 2025

Show notes

Financial markets seem content to assume US President Trump will default to retreating from their latest trade tax threats. If financial investors want to change their position, they can do so at the touch of a button. In the real world, decisions around factory construction or hiring cannot be reversed so quickly, and the random nature of policy therefore raises real world risks that may have consequences.

Ahead of the curve with Ulrike Hoffmann-Burchardi Jul 14, 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 - how to think about this past weekend’s tariff developments, high equity valuations, June CPI data, and bank earnings.

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UBS On-Air: Market Moves

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