999 episodes

UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

UBS On-Air: Market Moves Client Strategy Office

    • Business
    • 4.2 • 16 Ratings

UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

    Top of the Morning: CIO Strategy Snapshot - Tallying the technicals

    Top of the Morning: CIO Strategy Snapshot - Tallying the technicals

    We conclude the first month of the year by taking inventory of the technical and fundamental performance drivers behind the strong start, and discuss whether the momentum can continue. We also outline how you should consider positioning for the current environment. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

    • 16 min
    UBS On-Air: Paul Donovan Daily Audio 'Waiting for the longer term'

    UBS On-Air: Paul Donovan Daily Audio 'Waiting for the longer term'

    Today is quiet, ahead of this week’s central bank meetings in the US, the UK, and the Eurozone. There is also the enticing prospect of the US employment report, which investors have a lot of faith in (despite of the decline in the data quality).

    • 4 min
    Top of the Morning: The week in review and preview (Q4 earnings check)

    Top of the Morning: The week in review and preview (Q4 earnings check)

    As we make our way through the heart of the Q4 corporate earnings season, my guest reflects on how the results have measured up to expectations and the prospects for earnings growth in coming quarters. We also discuss the momentum drivers across equity markets and preview what to expect in the week ahead. Featured is Matt Tormey, Equity Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

    • 12 min
    UBS On-Air: Paul Donovan Daily Audio 'Chips chopped'

    UBS On-Air: Paul Donovan Daily Audio 'Chips chopped'

    Japan and the Netherlands are reported to be joining the US in restricting China’s access to semiconductor machinery. Economic nationalism is likely to continue through the fourth industrial revolution—portraying minority groups and foreigners as the enemy distracts from the pain of structural change. In the fourth industrial revolution, technology is less important than how technology is used, but governments prefer to focus on the simplicity of manufacturing rather than the complexity of implementation.

    • 4 min
    Top of the Morning: The Emerging Markets outperformance has legs

    Top of the Morning: The Emerging Markets outperformance has legs

    Against a backdrop of a reopening Chinese economy, we discuss the prospects for performance across emerging market assets in 2023, along with the investment opportunities and risks. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

    • 11 min
    UBS On-Air: Paul Donovan Daily Audio 'Growth realities (sort of)'

    UBS On-Air: Paul Donovan Daily Audio 'Growth realities (sort of)'

    US 4Q GDP is due, and positive but slowing economic growth is expected. The fourth quarter was when the impact of falling real wage growth started to hit consumers as savings and credit became exhausted (for some). However, the consumer was still strong at the start of the quarter, offering support.

    • 4 min

Customer Reviews

4.2 out of 5
16 Ratings

16 Ratings

enriquebec ,

Paul donovan best one

The format of the Paul Donovan one is perfect. Short and sweet. Extra points for the accent and dry humour, makes you feel you are having a pint in a pub with thick carpet that smells of butter and a dartboard with one dart.
The other ones are good but a bit repetitive, ESG, the new normal, etc... we can talk for hours but not very practical or insightful, everyone says the same thing.
UBS should look into the format of the MS ones, short, and with guests like the GS ones (different business units, to go deep into something, the rates person, the prime brokerage person, the fx desk person, etc tell us whats happening, but just 5 minutes max).

An Automobilist ,

Paul Donovan

5 Stars for Paul Donovan. I tend not to listen to the other podcasts.

goto_hell_stupid_nickname ,

Paul Donovan is a superstar

Amazing combo of incisive, direct and witty commentary!

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