UBS On-Air: Market Moves

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Across the Pond: America is not the only AI game in town Jul 06, 2025

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The US has been at the vanguard of the global AI revolution, having been responsible for the bulk of innovation, capital spending, and adoption. But there are plenty of underappreciated investment opportunities in the rest of the world. In this podcast, CIO tech guru Sundeep Gantori explains how to gain exposure to AI innovation in Asia, Europe, and the Middle East, with co-hosts Christopher Swann and Belinda Peeters.

UBS On-Air: Paul Donovan Daily Audio 'Trade tax timing, and inflation' Jul 04, 2025

Show notes

The US June employment report was strong enough in the headline to dispel ideas of a sudden US interest rate cut. It was troubling enough in the detail to suggest a more negative outlook for the US economy. Job creation was very narrowly focused.

Tariffs, de-dollarization, and gold: Navigating market volatility Jul 03, 2025

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While optimism over easing tariff risks has buoyed markets so far, the US administration’s tough trade stance and the Israel-Iran conflict continue to fuel volatility and uncertainty. How can investors balance opportunity and risk amid these shifting dynamics? Plus, will the US dollar fall further, and what are the key strategies for diversifying beyond the USD?

UBS On-Air: Paul Donovan Daily Audio 'Hints of labor market weakness?' Jul 03, 2025

Show notes

Tomorrow’s US holiday means US labor market data appears today. There is a hint today’s report may be weak. US presidents normally see the data the night before release. Last night, US President Trump issued a social media post calling for Federal Reserve Chair Powell to resign. Policy uncertainty and the largest tax increase in modern times are more likely to damage the labor market than Fed policy, but the post might signal weaker data.

The Energy Evolution: The road ahead & Investment considerations Jul 02, 2025

Show notes

Jay Dobson is joined by Rob Thummel for an in-depth conversation about where we are in the energy evolution story, including a look at technological innovations, investment considerations, and what to expect in the years ahead. Plus, thoughts on geopolitical risks to be mindful of when it comes to energy investing. Featured are Jay Dobson, Energy and Utilities Sector Strategist Americas, with the UBS Chief Investment Office, and Rob Thummel, Senior Portfolio Manager, at Tortoise Capital Management. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'The UFP – Unsustainable Fiscal Position' Jul 02, 2025

Show notes

The US Senate passed legislation to enshrine an unsustainable fiscal position into law. The bill goes to the House, where it may run into difficulties. Some fiscal conservatives are unhappy with the unsustainable part of US fiscal policy. Markets are not likely to react to squabbles over details—unsustainable US fiscal policy is well understood, and the economic effects of redistributing from lower income to higher income households will take time to emerge.

Artificial Intelligence: Energy requirements, Competitive landscape & more with Michael Lippert (Baron Capital) Jul 01, 2025

Show notes

Michael Lippert is a Vice President, Portfolio Manager, and serves as the Head of Technology Research at Baron Capital. Listen to a wide-ranging conversation about the evolution of AI, including an assessment of the energy requirements to sustain global demand, a look at the global competitive landscape, along with anticipated future use cases of this rapidly evolving technology. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio '90 degrees of deals' Jul 01, 2025

Show notes

The US administration seems to be retreating from the idea of “90 trade deals in 90 days”. With less than a week to go, they have a half-hearted agreement with the UK and a de-escalation with China, and little else. The idea is that interim agreements will be sought, retaining the 10% tax on US consumers of foreign products. Uncertainty about future product-specific taxes appears to be making it more difficult to do deals.

Top of the Morning: CIO Strategy Snapshot - Mid-year checkup Jun 30, 2025

Show notes

As we officially move into the second-half of 2025, Jason assesses the factors that have driven recent market performance and investor sentiment, along with outlines CIO’s near-to-medium term market outlook. Plus, a review the portfolio positioning recommendations per the July UBS House View. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Budget battles' Jun 30, 2025

Show notes

Over the past few days, Canada and the US stopped talking about trade, and started talking about trade again. Unusually, this was not a unilateral retreat by the US—Canada surrendered its digital services tax. Markets, quite rightly, are ignoring all of this. US President Trump cut taxes on US consumers of UK cars—from today the tax goes to 10%.

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