UBS On-Air: Market Moves

Feb 02 2025 1000 ep. 11 mins 115
UBS On-Air: Market Moves Podcast artwork

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

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UBS On-Air: Paul Donovan Daily Audio 'The Phantom Menace?'

Feb 02 2025 2 mins  
Economists are geeks. Star Wars parallels are tempting: US President Trump as the Trade Federation leader; Trump’s largest donor Musk as Chancellor Palpatine, railing against bureaucrats; and economists as Jedi Knights. But threatened US trade taxes have real consequences. Investors’ hope is the precedent of Trump’s rapid retreat from taxing Colombian imports.

Top of the Morning: Q4 earnings update, US equity positioning

Jan 31 2025 9 mins  
As the Q4 corporate reporting season continues, Matt updates us on how the results have been coming in across equity sectors. We also discuss recent performance of US equities, a near-term performance outlook, along with considerations when it comes to positioning within US equities. Featured is Matt Tormey, Equity Strategist Americas, UBS Chief Investment Office. Host: Daniel Cass

UBS On-Air: Paul Donovan Daily Audio 'Time for more taxes'

Jan 30 2025 2 mins  
US President Trump reiterated their intention to aggressively tax US consumers of products from Canada and Mexico, possibly excepting oil consumers. Several US refineries are set up to process Canadian and Mexican, not US, oil. The speed of Trump’s retreat from taxing US coffee drinkers is a reminder of the unpredictability around tariff policy.

Top of the Morning: CEO Macro Briefing Book - 1Q25 update

Jan 30 2025 12 mins  
Businesses have greeted the post-election environment with optimism, yet uncertainty remains as questions surround the timing and implementation of Trump 2.0 policies’ interplay with a seemingly more cautious Fed and slowing economy. Paul Hsiao, Asset Allocation Strategist Americas with the UBS Chief Investment Office, joins to discuss the outlook and implications. Host: Daniel C

Across the Pond: Trump’s next truce?

Jan 30 2025 23 mins  
The returning US president has already helped broker a ceasefire between Israel and Hamas. He is now attempting to do the same for Russia and Ukraine. But what kind of deal looks likely and what would this mean for Europe’s economy and markets? Finally, which equity sectors could benefit most from peace? Featured in this episode is Themis Themistocleous, CIO for EMEA, alongside c

UBS On-Air: Paul Donovan Daily Audio 'Policy and policy uncertainty'

Jan 29 2025 2 mins  
The Federal Reserve did nothing on rates, which seemingly displeased US President Trump. Uncertainty about the inflationary impact Trump’s policies might reduce the chance of a March rate cut, but characterizing policy as restrictive does suggest future rate cuts are plausible. Overt criticism of the Fed by Trump risks tilting the Fed toward hawkishness in any close call decision

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 24)

Jan 29 2025 10 mins  
On this week’s episode of Viewpoints, Burkhard reflects on the developments surrounding DeepSeek and the impact felt by US technology and energy companies. Burkhard also shares some interesting boots-on-the-ground takeaways from recently attended deep-tech conferences, along with weighs the impacts of the global race for energy resources.

CIO Global Livestream: From tariffs to AI: how to navigate market volatility

Jan 29 2025 29 mins  
Host, Kiran Ganesh, and colleagues present updated tariff scenarios, explore the implications of recent advancements in AI for investors, and share strategies to manage heightened market volatility.

UBS On-Air: Paul Donovan Daily Audio 'Rates and spending'

Jan 28 2025 2 mins  
The Federal Reserve decides on rates—the market consensus is for unchanged rates today. US President Trump advocates for rate cuts, but that view point may be biased by their experiences as a borrower. The rate outlook is complicated. Underlying inflation pressures are modest, and keeping real interest rates stable may require rate cuts.

Fixed Income Conversation Corner with Gene Tannuzzo (Columbia Threadneedle) & Leslie Falconio (UBS CIO)

Jan 28 2025 26 mins  
A wide-ranging fixed income discussion on yields, along with where pockets of vulnerability and opportunity exist within fixed income as we enter 2025. Leslie and Gene also spend time sharing their overall outlooks, along with views when it comes to monetary policy, and positioning across the asset class. Featured is Gene Tannuzzo, Global Head of Fixed Income at Columbia Threadneed