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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.
- 5 days ago5 min
UBS On-Air: Paul Donovan Daily Audio 'The Fed – mime versus meme'
Markets are expecting no change in US monetary policy today. Federal Reserve Chair Warsh’s communication style does not lend itself to offering clarity as to the policy outlook, either.
- 5 days ago36 min
Fixed Income Conversation Corner with Lotfi Karoui (PIMCO) and Leslie Falconio (UBS CIO)
A wide-ranging conversation on the implications of the current macro environment and higher yields to fixed income return and positioning, including thoughts on widening credit spreads, implications of US corporate debt maturity, volume of AI bond supply, and other risk considerations. Lotfi Karoui, Managing Director, Multi-Asset Strategist, and Head of Client Solutions and Analytics at PIMCO, and Leslie Falconio, Managing Director and Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy
- 6 days ago11 min
Top of the Morning: The AI Economy 4Q26 update - Part 1
In part one of a two part mini-podcast series, Paul Hsiao, Senior Asset Allocation Strategist from the UBS Chief Investment Office, joins to provide an overview of the most pertinent questions heard from clients and investors as it relates to the impacts of AI to the US economy. Host: Daniel Cassidy
- 6 days ago5 min
UBS On-Air: Paul Donovan Daily Audio 'Policy, promises, and affordability'
Markets may be becalmed in anticipation of tomorrow’s US monetary policy decision. However, the meeting is expected to leave interest rates unchanged and investors are skeptical that Federal Reserve Chair Warsh will offer any useful insights at the press conference. Insight may come with subsequent remarks by those markets regard as the Fed’s intellectual leaders.
- 1 weeks ago20 min
Top of the Morning: CIO Strategy Snapshot - An assessment of recent market pricing
Markets continue to weigh the cost of and potential returns of AI-buildout, the path forward for interest rates, Q3 corporate earnings, and the quickly approaching US midterm elections. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, joins to assess this range of factors, along with shares the latest positioning recommendations and messaging per the latest UBS House View update. Host: Daniel Cassidy
- 1 weeks ago4 min
UBS On-Air: Paul Donovan Daily Audio 'Optimism, of a sort'
Markets’ optimism bias has been given some life by news that Iran and Saudi Arabia are to hold talks, with Pakistan and Turkey mediating. Oil prices have dropped a little on the news. US President Trump also made comments on Iran but investors give less weight to these. US retail diesel prices keep rising and gasoline prices have stopped falling, which is assumed to constrain Trump’s ability to act.
- 1 weeks ago6 min
Signal Over Noise: Venture capital is the main driver of AI demand
The AI boom is being financed very differently on each side of the market. This episode examines the contrasting funding models behind AI supply and demand, the role of private capital in sustaining compute consumption, and the implications for investors as spending continues to expand.
- 1 weeks ago23 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 factors that are driving equity markets, including oil prices, AI, Fed monetary policy, Q3 corporate earnings, and the upcoming US midterm election. Plus, an outlook for equities into year-end, and the latest positioning views. Host: Daniel Cassidy
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