UBS On-Air: Market Moves

Latest Episodes:

Top of the Morning: CIO Strategy Snapshot - Start of the summer Jun 23, 2025

Show notes

With the summer season now officially underway, it is already shaping up to be an eventful one for investors. In addition to this past weekend’s geopolitical developments in the Middle East, policy developments on tariffs and taxes, the potential impact of tariffs on the economy, and corporate earnings will keep investors preoccupied. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Beware the deckchair generals' Jun 23, 2025

Show notes

We live in a world of political polarization and soundbite economics. That encourages sensationalism. Deckchair generals will offer extreme opinions on the US attacks on Iran. Both supporters and opponents the attacks are likely to dramatize events. Investors should be cautious of knee-jerk overreactions.

Across the Pond: The Israel-Iran crisis and beyond Jun 20, 2025

Show notes

UBS WM Chief Economist Paul Donovan discusses the current hostilities between Israel and Iran and what they might mean for the global economy and markets. Why have geopolitical crises historically dominated the headlines, but faded so quickly from the attention of investors? And are there tectonic shifts in global politics that investors can’t afford to ignore? Paul is joined by co-hosts Christopher Swann and Belinda Peeters

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 38) Jun 20, 2025

Show notes

On this week’s episode of Viewpoints, Burkhard outlines potential scenarios as to how developments in the Middle East involving Israel and Iran could evolve, and how to prepare your portfolio accordingly. We also touch on what has been a busy week for the Fed, and other global central banks.

UBS On-Air: Paul Donovan Daily Audio 'Prolonging uncertainty' Jun 20, 2025

Show notes

European powers begin nuclear talks with Iran, and the US has signaled that it does not intend to decide on military strikes against Iran for two weeks. That means two weeks of uncertainty for financial markets, but investors are still inclined to see the Middle East conflict as a local, not a global, economic issue.

UBS On-Air: Paul Donovan Daily Audio 'I mean, nobody knows what I’m going to do' Jun 19, 2025

Show notes

The US Federal Deserve did as expected yesterday—nothing. The Fed’s dilemma can be summed up by a comment from US President Trump (in a different context) “I mean, nobody knows what I’m going to do”. The uncertainty about trade taxes, fiscal policy, and the reactions of US companies and consumers means (as Fed Chair Powell noted) there can be very little certainty about the future path of interest rates.

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 38) Jun 18, 2025

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Top of the Morning: A “Spending waterfall” to fund your retirement lifestyle Jun 18, 2025

Show notes

Learn about how retirees can manage taxes when withdrawing from their accounts in retirement to ultimately improve their after-tax growth potential. Featured are Justin Waring, Senior Total Wealth Strategist, & Ainsley Carbone, Retirement Strategist, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Hints at consequences' Jun 18, 2025

Show notes

Yesterday’s US data flurry gave hints about trade tax effects. Headline retail sales were weakened by poor auto sales. Some consumers bought cars early, anticipating trade taxes, and so did not show up at car dealerships in May. Import prices rose, suggesting that foreign companies were not absorbing trade taxes (so US companies and consumers will pay). Japan’s May trade data did show a 4.7% m/m drop in passenger car export prices, suggesting Japan’s automakers were absorbing some of the tariffs. Only auto prices showed this shift, which should appear in June’s US import price data.

Top of the Morning: Muni Market: Steadier, steeper, and cheaper Jun 17, 2025

Show notes

We examine recent muni market performance, along with look at the investment case for the asset class against a backdrop of macro uncertainties. We also spotlight CIO’s risk assessment framework of local government obligors. Featured is Sudip Mukherjee, Senior Fixed Income Strategist Americas, and Jeannine Lennon, Municipal Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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UBS On-Air: Market Moves

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