1,000 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
    • 4.4 • 149 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

    UBS On-Air: Paul Donovan Daily Audio 'US defunds Gen Z'

    UBS On-Air: Paul Donovan Daily Audio 'US defunds Gen Z'

    The US Senate has passed legislation defunding parts of Gen Z, with a ban on TikTok being allowed in US app stores unless the Chinese owner sells within 270 days. This potentially removes the economic activity generated by US content creators (influencers reportedly have an average income of over USD120,000—albeit with a very uneven income distribution). This economic activity may be underreported in official data, but it still takes place.

    • 2 min
    Top of the Morning: Fixed Income Strategist - Q2 outlook

    Top of the Morning: Fixed Income Strategist - Q2 outlook

    Our conversation outlines performance expectations for fixed income over the next few months, along with CIO’s current thinking on Fed rate cuts in 2024. We also review allocation fixed income allocation preferences. Featured is Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office. Host: Shiavon Chatman

    • 13 min
    UBS On-Air: Paul Donovan Daily Audio 'Is sentiment saying anything'

    UBS On-Air: Paul Donovan Daily Audio 'Is sentiment saying anything'

    Another blast of business sentiment opinion polls will be trying to get attention today. European business sentiment has tended to underreport economic reality. The gut instincts of respondents do not necessarily match an objective assessment of the facts. The challenge is that any gains in sentiment might reflect improving reality, but might also reflect sentiment catching up with reality without the real world outlook shifting.

    • 2 min
    Top of the Morning: CIO Strategy Snapshot - The 6% economy

    Top of the Morning: CIO Strategy Snapshot - The 6% economy

    The markets have been faced in recent weeks with notable economic data releases, updated views on the Fed’s course for monetary policy, rising geopolitical concerns, and Q1 corporate reporting. Jason Draho addresses all of these factors and how they’re impacting markets, and shares guidance when it comes to positioning your portfolio. Plus, Jason weighs in as to whether the US economy has already “landed”. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

    • 17 min
    UBS On-Air: Paul Donovan Daily Audio 'Details, details'

    UBS On-Air: Paul Donovan Daily Audio 'Details, details'

    Structural change is a challenge. Data becomes less reliable, and traditional economic relationships break. Last week, the UK reported London house prices underperformed the rest of the country, reflecting shifts triggered in part by flexible working. That trend changes real estate demand, consumption patterns, travel patterns, productivity, and leisure time—and tends to mean that economic activity is under-reported. This is why details in data are increasingly important.

    • 2 min
    Middle East Escalation: Outlook and implications

    Middle East Escalation: Outlook and implications

    Tensions in the Middle East continue to rise following Iran’s attack on Israel. To discuss the latest developments and what could happen next, Solita Marcelli, CIO Americas, UBS Global Wealth Management, is joined by Admiral James Stavridis, Vice Chair of Global Affairs at The Carlyle Group, Paul Donovan, Chief Economist, UBS Global Wealth Management, and Jay Dobson, CIO Energy and Utilities Sector Strategist, UBS Global Wealth Management.

    • 40 min

Customer Reviews

4.4 out of 5
149 Ratings

149 Ratings

FinBobo ,

Very good and entertaining

I enjoy Paul Donovan’s approach and delivery to financial news and I hope that this show will continue as-is for years to come. Well done!

Stuart Marsden ,

Excellent

Paul Donovan is excellent!

Niblett77 ,

Shocking

The level of ignorance displayed by Paul Donovan on his assessment of the protests in Ireland is shocking and disappointing. It makes me question much of his forecasts as they are undoubtedly derived from the same echo chamber as his ignorant statement regarding the Irish protests.

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