Podcast
UBS On-Air: Market Moves
Hosted by Client Strategy Office · EN
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
23episodes
Episodes
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UBS On-Air: Paul Donovan Daily Audio 'One Federal Reserve, many voices?'
Dec 1000:02:57Tap to summarizeThe Federal Reserve’s December 2025 policy decision is finally revealed. The Fed has seemingly not attempted to change general expectations of a rate cut. Conspiracy theorists might suggest not delaying the meeting until the release of employment data implies Fed Chair Powell is confident about cutting—but there is likely to be some dissent. Dissent may cause trouble for Powell’s successor, if they command less respect than Powell.
Transcribe →Muni Panel - 2026 outlook discussion with UBS & Nuveen
Dec 900:22:21Tap to summarizeTune in for a timely year-end and yeah-ahead conversation on the municipal bond market, which include 2025 performance reflections and 2026 performance expectations. Featured are Daniel Close, Head of Municipals at Nuveen, and Doug Vissicchio, Head of Municipal Sales, Trading and Underwriting at UBS. Hosted by Sudip Mukherjee, Senior Fixed Income Strategist, UBS Chief Investment Office.
Transcribe →UBS On-Air: Paul Donovan Daily Audio 'Twelve billion dollars'
Dec 900:02:59Tap to summarizeGermany’s October trade surplus was larger than expected, principally because of a steeper fall in import demand. Globally, trade away from the US remains robust and (more or less) normal.
Transcribe →Top of the Morning: CIO Strategy Snapshot - Running it hot
Dec 800:16:34Tap to summarizeWe preview this week’s economic data releases, along with the December FOMC meeting. Plus, a look at some potential market-moving events to watch out for through year-end, and thoughts on what factors are supporting the equity rally as indexes once again approach record levels. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Transcribe →UBS On-Air: Paul Donovan Daily Audio 'One trillion dollars'
Dec 800:02:32Tap to summarizeChina’s trade surplus exceeded one trillion US dollars in the 11 months to November. Round numbers do not matter in economics, but trends do. This surplus will help China meet its official growth target, compensating for somewhat lackluster domestic demand.
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Signal over Noise with Ulrike Hoffmann-Burchardi
Dec 800:06:01Tap to summarizeTune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on what’s the signal, and what’s just noise in the markets. Recorded on 7 December 2025.
Transcribe →How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)
Dec 500:41:29Tap to summarizeAs 2025 draws to a close, we cap off the year with Rich and Jason exchanging expectations for the market and macro environment in 2026 - including thoughts on the role of the Fed. Plus, a look at positioning preferences heading into the new year. Featured are Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and Richard Bernstein, Founder, Chief Executive Officer and Chief Investment Officer of Richard Bernstein Advisors (RBA). Host: Daniel Cassidy
Transcribe →UBS On-Air: Paul Donovan Daily Audio 'Consuming savings'
Dec 500:02:49Tap to summarizeToday we get information on the US consumer—but unfortunately it is a mix of old data and misdirection. September personal income and spending numbers (and the consumer expenditure deflator) should show the US consumer spending even as inflation pressures have built. Since April, consumer durable goods prices have added to inflation (having previously reduced it), for instance. However consumers have cut their savings rate to cover the price increases, keeping consumption stable.
Transcribe →Fixed Income Conversation Corner with Clayton Triick (Angel Oak) and Leslie Falconio (UBS CIO)
Dec 400:20:58Tap to summarizeA look at the landscape for Agency RMBS and the Housing Market, including a look at the prospects for and implications of the 50-yr and portable mortgages. Featured are Clayton Triick, Head of Portfolio Management of Public Strategies with Angel Oak Capital Advisors, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy
Transcribe →UBS On-Air: Paul Donovan Daily Audio 'Labor pains?'
Dec 400:02:48Tap to summarizeThe US labor market is, rightly, a key focus. Low fear of unemployment gave US consumers the confidence to reduce savings rates. That reduction in savings rates has paid for the US consumer price increases since April, sustaining spending. The November ADP payrolls data showed labor market weakness. The ADP numbers do not necessarily have a strong relationship with reality, but the weakness increases the focus on today’s weekly initial jobless claims data.
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