UBS On-Air: Market Moves

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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

  1. 7 HR AGO

    UBS On-Air: Paul Donovan Daily Audio 'More changes to policy'

    There are reports that the US administration will extend the delay in implementing tariffs on car part imports from two years to five years. This is a reaction to intensive domestic lobbying, and should probably not be taken as a signal for the wider trade tensions between the US and China.

    3 min

  2. 1 DAY AGO

    UBS On-Air: Paul Donovan Daily Audio 'Beige flags'

    The Federal Reserve’s Beige Book of economic anecdotes was not affected by the absence of a functioning government. There was evidence of prices reacting to trade tariffs, and a sense of labor market fragility. However, it is possible that elements of political partisanship are being captured in some of the reported concerns.

    3 min
  3. Washington Weekly Podcast: Government shutdown update, US-China trade talks

    1 DAY AGO

    Washington Weekly Podcast: Government shutdown update, US-China trade talks

    Shane joins mid-week for an update on the US government shutdown, including a look at impacted services, and where negotiations stand to re-open the government. We also touch on recent developments surrounding US-China trade talks. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

    10 min

  4. 2 DAYS AGO

    UBS On-Air: Paul Donovan Daily Audio 'Labor weakness still beats inflation increases'

    Federal Reserve Chair Powell reiterated that labor market concerns dominate inflation concerns in current policy. The lack of a functioning US federal government means this economic analysis depends on dubious quality data—private sector polls and potentially distorted anecdotal evidence—but Powell has shown a willingness to depend on such data in making past policy decisions.

    3 min

  5. 2 DAYS AGO

    Industrial Real Estate: Outlook & opportunities with Dave Fazekas, Ares Management

    Dave Fazekas is Partner & Head of North American Logistics with Ares Real Estate. Dave joins the podcast to discuss the current investment landscape for the Industrial Real Estate sector. We cover repricing and valuations, positioning considerations, and the impacts of factors such as macro uncertainty, US trade policy and tariffs, along with the rise of artificial intelligence. Host: Daniel Cassidy

    26 min

  6. 3 DAYS AGO

    UBS On-Air: Paul Donovan Daily Audio 'Taking down the trade temperature'

    Markets have detected some shifting around in the US approach to trade with China. US Treasury Secretary Bessent was vocal in asserting that US President Trump and China’s President Xi will meet. Markets have extrapolated from past meetings to conclude that this will reduce the temperature of the trade rhetoric.

    2 min

  7. 4 DAYS AGO

    Top of the Morning: CIO Strategy Snapshot - Navigating volatility

    As investors begin a new week they are faced with the prospect of more trade uncertainty, the ongoing government shutdown, and the start of Q3 earnings season. Jason drops by to weigh in on these factors, along with Friday’s market sell-off, and CIO’s current positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Shiavon Chatman

    15 min

  8. 4 DAYS AGO

    UBS On-Air: Paul Donovan Daily Audio 'Where to start?'

    After US President Trump’s threat to impose additional significant tariffs on US buyers of goods from China, there has been a more conciliatory tone from both Trump and US Vice President Vance over the weekend. China’s September trade data showed stronger-than-expected exports (and imports). China’s data earlier this year was hinting at rerouting exports to help US importers avoid high tariffs.

    3 min
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About

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

Information

  • Creator
    Client Strategy Office
  • Years Active
    2018 - 2025
  • Episodes
    1.1K
  • Rating
    Clean
  • Copyright
    © UBS AG
  • Show Website
    UBS On-Air: Market Moves

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