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 • 145 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 'Wages should be rising'

    UBS On-Air: Paul Donovan Daily Audio 'Wages should be rising'

    The ECB releases a negotiated wage settlement index. ECB President Lagarde has repeatedly highlighted wages as a factor determining policy moves. Real wages should be rising—after so long a period of weak wage growth, rebalancing is needed. Rising real wages should not be seen as an automatic cost pressure for inflation—changing working habits and automation have increased productivity, allowing companies to pay workers more in exchange for more output.

    • 4 min
    Top of the Morning: The week in review and preview

    Top of the Morning: The week in review and preview

    Before we start this holiday-shortened trading week, we first reflect on last week’s market moving macro data and assess current equity market valuations. Plus, we preview what you can expect over the next four days. Featured is Matt Tormey, Equity Strategist Americas, UBS Chief Investment Office. Host: Shiavon Chatman

    • 9 min
    UBS On-Air: Paul Donovan Daily Audio 'Having fun cheaply?'

    UBS On-Air: Paul Donovan Daily Audio 'Having fun cheaply?'

    The ending of the lunar new year holiday has people focusing on China’s domestic demand. The number of trips rose above pre-pandemic levels, but early indications are that the amount of money spent per trip was subdued. As with developed economies, China’s consumers want to see friends and family, and have fun. Unlike developed economies, there seems a bias to having fun cheaply.

    • 4 min
    UBS On-Air: Paul Donovan Daily Audio 'Consumers consuming'

    UBS On-Air: Paul Donovan Daily Audio 'Consumers consuming'

    US producer price inflation is due. This does not have the political importance of consumer price data. It matters because most companies sell to other companies (not end-consumers). It is also mercifully free of the fiction of owners’ equivalent rent. However, producer prices do not tend to capture profit-led inflation, which hits at the end of supply chains.

    • 5 min
    UBS On-Air: Paul Donovan Daily Audio 'What’s in a name? It’s recession time'

    UBS On-Air: Paul Donovan Daily Audio 'What’s in a name? It’s recession time'

    Japan’s population fell 0.44% last year. Fewer people make and consumer fewer things. Japan’s economy had a second quarter of economic contraction at the end of 2023, but in the context of a declining population this is less surprising.

    • 5 min
    UBS On-Air: Paul Donovan Daily Audio 'Spending power improves'

    UBS On-Air: Paul Donovan Daily Audio 'Spending power improves'

    Yesterday’s US consumer price inflation rate slowed slightly less than expected—in the world of hashtag economics that was “hot” and a cue for hysteria. In reality, the fictitious owners’ equivalent rent drove most of the inflation. Moreover, inflation is geographically concentrated. For homeowners in most of the US, inflation in reality (excluding OER) is around 2%—bad luck if you live in Texas or Florida, where it is approaching 5%.

    • 5 min

Customer Reviews

4.4 out of 5
145 Ratings

145 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!

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.

Former UBSer ,

Please record guests separately!

Substance is great & Dan is the consummate host, but the guest audio is often so static-y and garbled that I just turn it off. Why not have them record on their end and mix the two? Or really anything else… the way you’re doing this just isn’t working, but other pods seem to have figured this out. Thanks very much!

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