UBS On-Air: Market Moves

Latest Episodes:

Talking Markets Podcast with Dan Suzuki of Richard Bernstein Advisors Mar 18, 2025

Show notes

Dan Suzuki serves as the Deputy Chief Investment Officer of Richard Bernstein Advisors (RBA). Dan shares his take on a wide range of topics that have recently influenced investor sentiment and moved markets, including US trade policy, growth concerns, and the progression of artificial intelligence. We also outline a market outlook and discuss asset allocation considerations. Host: Daniel Cassidy Recorded on 03.13.25.

UBS On-Air: Paul Donovan Daily Audio 'Changing the growth narrative' Mar 18, 2025

Show notes

The OECD revised down estimates of US growth for this year and next. The OECD does not have any special insight (other than the extraordinary insight of all economists), and market forecasts for growth tend to adjust faster than those of the OECD. The announcement is a reminder of the shift in the narrative about US growth, in the face of erratic policy and rising US consumer taxes.

Top of the Morning: CIO Strategy Snapshot - Decision trees Mar 17, 2025

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As investors continue to weigh whether to buy the dips or sell the rallies, Jason suggests how assessing President Trump’s decision tree for implementing tariffs may deliver clarity. We also preview this week’s FOMC meeting, reflect on the latest retail sales data, and acknowledge the YTD outperformance of international markets. Plus, thoughts on portfolio positioning. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'A tale of two consumers' Mar 17, 2025

Show notes

China’s long-awaited plan to boost domestic consumption is here (as yet without much detail). Unlike the 2024 stimulus, these proposals seem to directly address consumers’ fear of the future. However, the international spillover may be limited. Economic nationalism means that China’s consumers have been less inclined to buy foreign goods.

Top of the Morning: The week in review and preview Mar 14, 2025

Show notes

We close out a turbulent week in the markets by recapping the factors that drove the selloff, along with share an outlook for US equities and review positioning recommendations. Plus, thoughts on the latest round of inflation data, and a preview of the week ahead. Featured is Matt Tormey, Equity Strategist Americas, UBS Chief Investment Office. Host: Shiavon Chatman

UBS On-Air: Paul Donovan Daily Audio 'The rising price of drowning sorrows' Mar 14, 2025

Show notes

The recurring risk of a US government shutdown has receded, with some Democrat senators looking to advance legislation. Against the backdrop of damage to “animal spirits” from erratic government policy and taxes, the potential for economic damage from a shutdown would be larger and longer lasting.

Washington Weekly Podcast: Latest on Gov’t funding, Tariffs, Ukraine, CHIPS Act Mar 13, 2025

Show notes

With the government funding deadline just hours away, Shane outlines what the proposed continuing resolution consists of, and updates on where negotiations stand. Plus, an inventory of US imposed tariffs, along with retaliatory measures by trading partners. We also check in on progress of a Russia-Ukraine ceasefire agreement and speak to the likelihood of a CHIPS Act reversal. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

Top of the Morning: Gender-lens investment - The state of women in 2025 Mar 13, 2025

Show notes

March is Women’s History Month - Carey Shuffman and Amantia Muhedini join the podcast to spotlight the Gender-lens investment: The state of women in 2025 report, which identifies opportunities for investors across sectors for, in and by women. We also highlight how women can be empowered at every stage of their financial journey through the UBS ‘Own your worth’ initiative. Featured are Carey Shuffman, Head of Women's Wealth, and Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Cutting confidence more than spending' Mar 13, 2025

Show notes

ECB President Lagarde almost sounded like an economist yesterday, noting inflation pressures could go up or they could go down. While highlighting the increased economic uncertainty of 2025, Lagarde confirmed market expectations that the direction of ECB rates is down. There are seven ECB speakers jostling for media attention today.

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 28) Mar 12, 2025

Show notes

On this week’s episode of Viewpoints, Burkhard reflects on the absence of an anticipated “Trump-put” amidst a rotation occurring across global equities. Burkhard also considers whether this current downturn is more of a short-term “panic-attack”, or the start of a new Bear Market. Plus, thoughts on how investors should position, and where to focus.

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