UBS On-Air: Market Moves

Client Strategy Office
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UBS On-Air: Market Moves

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. 4H AGO

    Around the Horn: Fixed Income Roundtable with UBS Asset Management

    Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space. Recorded on 04.17.25

    31 min

  2. 1D AGO

    UBS On-Air: Paul Donovan Daily Audio 'Uncertainty about talking'

    China said it was not negotiating with the US over trade. US President Trump avowed that the US was talking with someone (who they are talking to is a secret, apparently). Things like this might possibly be contributing to the economically damaging levels of uncertainty. The US and South Korea have agreed a framework for trade talks (North Korea escaped US tariffs). South Korea and the US had a free trade deal with no tariffs at all until a few weeks ago.

    2 min

  3. 2D AGO

    UBS On-Air: Paul Donovan Daily Audio 'Make America Uncertain Again'

    The Federal Reserve’s Beige Book has biases. The businesses that provide anecdotal evidence will have an agenda, and the Fed economists who edit the anecdotes into coherence understand the economics of trade. Nonetheless, the latest edition used “uncertainty” 80 times—more than twice the references during the pandemic or the global financial crisis. Erratic policies are having an economic impact, and that seems to have penetrated partisan media bubbles.

    3 min

  4. 3D AGO

    Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 32)

    How much longer will uncertainty last, and where might it all settle? Burkhard weighs in as investors continue to navigate everything from policy pivots to Fed independence to inflation, and much more. Plus, thoughts on how investors should react to a market recovery (or a deeper downturn). We also check in on the status of the global rotation trade, and gold.

    11 min

  5. 3D AGO

    CIO Fixed Income Roundtable Series: 2Q25 performance update

    Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance and positioning update across fixed income sub-sectors. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, Sudip Mukherjee, Senior Municipal Strategist Americas, Sangeeta Marfatia, Senior Closed-end Fund Strategist Americas, along with Senior Fixed Income Strategists’ Barry McAlinden and Frank Sileo, from the UBS Chief Investment Office.

    30 min

  6. 3D AGO

    UBS On-Air: Paul Donovan Daily Audio 'The art of the retreat'

    With investor concerns growing, US President Trump demonstrated the art of the retreat. They stated they had “no intention” of firing Federal Reserve Chair Powell. Trump may not be able to (legally), but markets will still have lingering concerns about Fed independence. Trump also said they would be “very nice” in any trade negotiations with China, raising hopes that the tax burden on US consumer may lessen.

    3 min

  7. 4D AGO

    Top of the Morning: Muni Market - Dislocation brings opportunities

    Despite near-term headwinds and elevated volatility, the market dislocation brings opportunities for muni investors. Sudip and Jeannine provide a muni market performance update and share portfolio considerations for muni investors. Featured are Sudip Mukherjee, Fixed Income Strategist Americas, & Jeannine Lennon, Municipal Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

    13 min

  8. 4D AGO

    UBS On-Air: Paul Donovan Daily Audio 'Real slowdown risks'

    US President Trump again called for lower US interest rates. Markets interpreted this as undermining Federal Reserve independence, and markets do not like that (US assets weakened). The coming US economic slowdown is driven more by rising risk than high rates. Borrowing to fund investment and consumption balances the cost of capital with uncertainty about the future. Rising uncertainty is the US problem.

    3 min
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4.4
out of 5
167 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 - 2025
  • Episodes
    1.1K
  • Rating
    Clean
  • Copyright
    © UBS AG
  • Show Website
    UBS On-Air: Market Moves

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