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UBS On-Air: Market Moves: Daily Summaries Delivered
by Client Strategy Office
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
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Today14 min
House Call: Talking Equity Markets with UBS Asset Management
A monthly discussion around the drivers behind equity market performance, along with the review of notable equity themes, positioning preferences, and a performance outlook. Featured are Jeff Hans, Portfolio Manager, Private Client US Equity, and Dominic Schagar, Investment Specialist, Active Equities with UBS Asset Management.
- Today11 min
Washington Weekly Podcast: AI Safety, Congressional priorities post-Election Day
Amidst growing concerns over AI safety, Shane shares how the topic is currently being discussed and debated amongst Washington lawmakers. We also highlight the recent passage of the Sanctioning Russia Act, along with the list of Congressional focuses and priorities to be revisited by lawmakers post the November midterm elections. Featured Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy
- 2 days ago18 min
Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover risk considerations, thematic focuses, and positioning recommendations from the UBS Chief Investment Office (as outlined within the latest UBS House View). This month, David reflects on the September FOMC meeting outcome and implications of higher rates to US equity markets, shares thoughts around AI adoption and progression amidst recent AI safety concerns, how to think about the US midterm elections as an equity investor, and more. Host: Daniel Cassidy
- 3 days ago5 min
UBS On-Air: Paul Donovan Daily Audio 'Policy peculiarities, and a productivity “miracle”'
The Bank of Japan raised rates, as expected. The decision was not unanimous, causing a modest market reaction. The yen has weakened—yelling “house” like a grandmother in a bingo parlor does not offset fundamental market pricing. August inflation was a little lower than expected (helped by government influenced prices). The BoJ wants neutral interest rates, and another rate increase may follow.
- 3 days ago11 min
Top of the Morning: FOMC reflections & US economy health-check
Following this week’s highly anticipated FOMC meeting, Andrew Dubinsky, US Economist from the UBS Chief Investment Office, drops by the studio to share takeaways and reflections on the meeting outcome, along with the implications of the rate hike to US economy activity. We also discuss the current inflationary environment, labor market and how the markets have digested the rate hike. Host: Daniel Cassidy
- 4 days ago5 min
UBS On-Air: Paul Donovan Daily Audio 'The lesser of two evils'
Yesterday’s unanimous vote in favor of a US interest rate increase could be interpreted as defiance against political interference. Having raised once, the Federal Reserve is likely to raise again—to prove this rate increase was intentional and not a mistake (even if it was a mistake). The rate increase has no near-term impact on inflation or economic growth.
- 4 days ago16 min
Top of the Morning: Fixed Income Strategist - Supply shifts
A look into the interplay and market dynamics of large government debt issuance and AI-related debt fundraising, factors that have been contributing to rising long-end yields, along with positioning preferences within the asset class. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, and John Murtagh, Fixed Income Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy
- 4 days ago6 min
UBS On-Air: Paul Donovan Daily Audio 'A series of unfortunate events'
After the pandemic, the world’s central banks were subject to a series of unfortunate events: supply chain disruption, a war in Ukraine, profit-led inflation, tariffs, and a war in the Gulf. These one-off events raised inflation, but (bar profit-led inflation) were beyond central bank control. But, when such events become a series, should central banks create deflation elsewhere to offset “one-off” events elsewhere?
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