UBS On-Air: Market Moves

Latest Episodes:

Top of the Morning: CEO Macro Briefing Book - Q2 update May 07, 2025

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Paul stops by the studio for a Q2 update on the CEO Macro Briefing Book series - we discuss how uncertainty surrounding the macro environment and course for US trade policy has some investors openly questioning the sustainability of US exceptionalism. Featured is Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Not blinking. Possibly winking' May 07, 2025

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India conducted military strikes against Pakistan, and Pakistan’s defense minister has pledged retaliation. Investors appear to be expecting a relatively contained situation. It is unlikely that global risk appetite will be affected by these events.

Top of the Morning: Emerging Market equities - Impacts of US trade policy May 06, 2025

Show notes

As US trade policy continues to evolve and uncertainty remains in the markets, Xingchen drops by the podcast to provide a performance update and outlook for Emerging Market equities. We also discuss the importance of portfolio diversification, and how conditions in 2025 have thus far reflected the importance of diversification. Featured is Xingchen Yu, Emerging Markets Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 36) May 06, 2025

Show notes

On this week’s episode of Viewpoints, Burkhard outlines the investment case for global markets to continue their climb higher and provides a performance update on some of CIO’s investment themes. We also cover considerations for investors when it comes to climate change-related investment risks, along with reflect on the potential impacts of Japan’s fiscal deficit to global markets.

UBS On-Air: Paul Donovan Daily Audio 'It’s a Barbie world' May 06, 2025

Show notes

The manufacturer of Barbie dolls has warned that higher prices are coming to US consumers, as a direct consequence of tariffs. Moving production to the US does not seem to be an option. Rationing dolls to two per child while raising prices has limited consequences, but US President Trump has signaled medicines will be next. Rationing medicines with higher prices may have more significant consequences (raising health insurance prices, for instance).

Top of the Morning: CIO Strategy Snapshot - What if? May 05, 2025

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Jason joins the podcast this week from Zurich as we discuss the drivers behind the recent upside momentum across US equities. Plus, we weigh the upside case for US growth staying even in the face of higher tariffs, reflect on Q1 corporate earnings, and outline the latest allocation recommendations from CIO. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Doing nothing in an uncertain world' May 05, 2025

Show notes

Investors await the Federal Reserve’s Wednesday policy decision. There is little expectation of a rate change. Preliminary April employment data showed reasonable strength although some areas of job growth (e.g. trucking) are clearly vulnerable as import volumes slow.

Washington Weekly Podcast: First 100 days, Reconciliation bill, Russia-Ukraine May 02, 2025

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Shane reflects on the first 100 days of the Trump administration, along with updates on where efforts and negotiations stand on Capitol Hill surrounding a substantial reconciliation bill. Plus, a look at current US-Ukraine relations and where efforts stand with Russia peace talks. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

Top of the Morning: April Jobs Report, Q1 GDP, & the week ahead May 02, 2025

Show notes

We close out a busy macro week with thoughts from Brian on the latest US employment and GDP data. Plus, a look at what to expect in the week ahead. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio '“Temu tax” time' May 02, 2025

Show notes

The US “Temu tax” takes effect at midnight, whereby US consumers pay their government for the privilege of buying low cost products directly from China. The tax is unlikely to show up in consumer price data (it is doubtful that Temu prices are used in the calculation), but it is a visible price increase to many US consumers—a reminder that they, not exporters, pay trade tariffs.

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