UBS On-Air: Market Moves

Client Strategy Office
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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. Signal over Noise: Will higher rates derail the equity rally?

    9時間前

    Signal over Noise: Will higher rates derail the equity rally?

    After a week marked by rising bond yields and a steepening US yield curve, markets are weighing whether higher rates are a true signal or just noise for equities. We discuss why, despite the move in rates, the US equity bull market remains supported by strong global government spending, resilient consumer spending, and continued corporate investment in areas like AI. History shows that equity markets can withstand rate increases as long as growth stays solid. Tune in at the start of the trading week for this regular market outlook from Ulrike Hoffmann-Burchardi, Chief Investment Officer for the Americas and Global Head of Equities. Recorded on 17 May 2026.

    5分
  2. Fixed Income Conversation Corner with Adam Bloch (Guggenheim) and Leslie Falconio (UBS CIO)

    2日前

    Fixed Income Conversation Corner with Adam Bloch (Guggenheim) and Leslie Falconio (UBS CIO)

    Our conversation outlines the current landscape for fixed income investors, and where to locate opportunity within the asset class. We also touch on an outlook for monetary policy, rates and the macro environment. Featured are Adam Bloch, Portfolio Manager with Guggenheim Investments, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office.

    30分

  3. 2日前

    UBS On-Air: Paul Donovan Daily Audio 'Saying stability without substance'

    The China-US summit concluded. Much increasingly scarce jet fuel has been burned to produce nothing of real substance. China’s President Xi declared an agreement to keep trade ties stable. The two sides were unlikely to agree to anything different (no one would announce unstable trade ties). Stability is not a word that is normally associated with US trade policy over the past 15 months, lessening the statement’s value.

    2分

  4. 3日前

    UBS On-Air: Paul Donovan Daily Audio 'Resilience—economics 1, politics 0'

    UK first quarter GDP was stronger than expected, led by the consumer. As elsewhere, consumers have reduced savings rates to afford higher oil prices. UK consumers can also adjust oil demand via flexible working and online retail. Politics is overshadowing economics, with a possible challenge to Prime Minister Starmer. Former deputy Labour leader Rayner was cleared of tax wrongdoing, increasing the chances of a challenge. However, any change of leadership is not likely to substantially change fiscal policy.

    3分
  5. Credit Snapshot with UBS Asset Management

    4日前

    Credit Snapshot with UBS Asset Management

    John Popp, Global Head and CIO, David Mechlin, Head of Liquid Credit, and Eileen Liu, Head of US Client Portfolio Management, discuss recent market developments within broadly syndicated loans, high yield bonds, and CLOs. Recorded on 04.22.2026

    27分

  6. 4日前

    UBS On-Air: Paul Donovan Daily Audio 'Beefing about prices'

    US April consumer price inflation was slightly higher than expected—but with of the data being guesswork, and rising fictitious owner’s equivalent rent, it is unwise to overemphasize that. The details do raise political concerns. Since US President Trump took office, coffee prices have risen 24%, beef over 19%, gasoline over 19%, and vegetables 10.5%. These are price increases that consumers notice and remember. Trump claimed not to think about Americans’ financial situation, but markets are betting the president does care (and policy decisions will reflect that).

    3分
  7. Top of the Morning: CEO Macro Briefing Book - Q2 update

    5日前

    Top of the Morning: CEO Macro Briefing Book - Q2 update

    Paul Hsiao, Senior Asset Allocation Strategist Americas from the UBS Chief Investment Office, drops by to share highlights from the latest CEO Macro Briefing Book - Paul covers how the landscape for dealmaking and economic environment have evolved in recent months, touches on how business owners should think about the upcoming U.S. midterm elections, along with the road ahead for monetary policy. Plus, an assessment of how artificial intelligence in shaping and impacting economic activity. Host: Daniel Cassidy

    14分
  8. Talking Markets Podcast with Brian Mulberry of Zacks Investment Management

    5日前

    Talking Markets Podcast with Brian Mulberry of Zacks Investment Management

    Brian Mulberry serves as Chief Market Strategist a Zacks Investment Management. Brian shares his thoughts on a range of factors top of mind for investors and that are influencing market momentum, including geopolitics, energy prices, Fed monetary policy, Q1 earnings results, and more. Plus, Brian shares his views on equity positioning, and the resilience we’ve seen in equity markets. Host: Daniel Cassidy

    14分
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番組について

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

情報

  • クリエイター
    Client Strategy Office
  • 配信期間
    18年 - 26年
  • エピソード
    1062
  • 制限指定
    不適切な内容を含まない
  • Copyright
    © UBS AG
  • 番組のWebサイト
    UBS On-Air: Market Moves

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