UBS On-Air: Market Moves

Client Strategy Office
  • 4.4 (184)
  • BUSINESS NEWS
  • UPDATED DAILY

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. 8H AGO

    UBS On-Air: Paul Donovan Daily Audio 'Paying for power'

    Taiwan has made an agreement with the US that will see US importers paying a 15% tariff on Taiwanese products. The 15% number might have additional significance—if the US Supreme Court rules some tariffs illegal, one alternative route is for President Trump to impose a universal 15% tariff. Taiwan pledged to increase investment in the US—some of this will be already planned investment, and markets have learned not to take such announcements as definitive.

    3 min
  2. Top of the Morning: POTUS 47 - Housing, Geopolitics, Trade, FOMC, Gov’t shutdown

    22H AGO

    Top of the Morning: POTUS 47 - Housing, Geopolitics, Trade, FOMC, Gov’t shutdown

    Kurt Reiman, Head of Fixed Income Americas, and Shane Lieberman, Senior Governmental Affairs Advisor, provide a comprehensive update on a range of timely topics, spanning how Washington is addressing housing affordability, geopolitical points of interest such as Iran and Venezuela, the upcoming SCOTUS ruling on the Trump administration’s use of IEEPA for tariff policy, the U.S. Department of Justice’s investigation into Fed Chair Powell, and where negotiations stand to avoid a partial shutdown of the U.S. government comes the end of January. Host: Daniel Cassidy

    40 min

  3. 1D AGO

    UBS On-Air: Paul Donovan Daily Audio 'Trade details'

    UK monthly GDP data was stronger than expected, and revised stronger for the previous month—but the monthly GDP data is economists’ version of white noise (a background hum to help one sleep). Manufacturing and services data was stronger and generally revised up. Trade data showed a lot more volatility in previous metal trade, and stronger exports (away from the US). European trade data should also show normal non-US trade.

    3 min
  4. Macro Monthly Podcast with UBS Asset Management

    2D AGO

    Macro Monthly Podcast with UBS Asset Management

    Join Evan Brown, Head of Multi-Asset Strategy and Portfolio Manager, for an assessment of the current macro and market environment as we have entered 2026. Hosted by Fatou Konteh, Multi-Asset Specialist. Recorded on 26.01.07

    18 min
  5. Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 56)

    2D AGO

    Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 56)

    Are there reasons for staying bullish on the markets entering 2026? Burkhard has twelve, and we cover a handful of them on the first episode of Viewpoints to begin the year. Burkhard shares is assessment and outlook for markets, and where to find opportunity.

    12 min

  6. 2D AGO

    UBS On-Air: Paul Donovan Daily Audio 'Pricing imprecision'

    US December consumer price inflation is not likely to push the Federal Reserve into cutting rates immediately. The numbers were not especially threatening, although they hint at upward pressure on the PCE deflator (by repute, the Fed’s favored inflation measure). However, the interpolation rate (using less precise prices) hit a record 40%, raising quality questions. Politically sensitive prices like groceries soared, suggesting affordability will remain an issue.

    3 min
  7. Top of the Morning: Munis 2026 Outlook - On a strong foundation

    2D AGO

    Top of the Morning: Munis 2026 Outlook - On a strong foundation

    The CIO municipal research team drops by to share a 2026 muni market outlook, along with their performance expectations across muni sub-sectors. Featured are Sudip Mukherjee, Senior Fixed Income Strategist Americas, Ted Galgano, Senior Municipal Strategist Americas, & Jeannine Lennon, Senior Municipal Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

    21 min

  8. 3D AGO

    UBS On-Air: Paul Donovan Daily Audio 'Affording prices'

    US Republican senators’ concerns over the criminal investigation of the Federal Reserve might delay the confirmation of the next Fed Chair. Any nominee from US President Trump is also likely to have to place additional emphasis on their independence to try and prove they are above politics. This might impact future policy decisions.

    3 min
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4.4
out of 5
184 Ratings

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 - 2026
  • Episodes
    1.1K
  • Rating
    Clean
  • Copyright
    © UBS AG
  • Show Website
    UBS On-Air: Market Moves

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