UBS On-Air: Market Moves

Mar 07 2025 1000 ep. 11 mins 118
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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Top of the Morning: Feb Jobs Report, Tariffs, Inflation data & more

Mar 07 2025 14 mins  
We close out the trading week by assessing the latest round of jobs data, and what the numbers indicate about the health of the US labor market. Plus, take an inventory of tariff announcements, preview next week’s inflation readings, and reflect on recent equity market volatility. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Shiavon Chatma

UBS On-Air: Paul Donovan Daily Audio 'Tax and retreat'

Mar 06 2025 2 mins  
Having imposed aggressive taxes on US consumers at the start of the week, US President Trump partially retreated from taxing Mexican and Canadian imports yesterday (assuming goods are compliant with the revised NAFTA). The taxes are delayed until 2 April, but markets will likely price in more retreats.

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 27)

Mar 06 2025 9 mins  
On this week’s episode of Viewpoints, Burkhard reflects on the big rotation unfolding across global markets, with the recent outperformance of global equities, and underperformance of US equities. Burkhard explains why the “go global” thesis remains intact, along with shares his take on intertest-rates, inflation and gold.

Across the Pond: Is Germany’s chancellor-in-waiting Merz the comeback kid?

Mar 06 2025 24 mins  
Germany’s chancellor-in-waiting, Friedrich Merz, has promised “independence” from the US, having become convinced that the Trump administration is “largely indifferent to the fate of Europe”. As a result, he hopes for significant spending on defense and infrastructure. Against that backdrop, and after years of lackluster growth, Germany’s DAX index has been among the be

UBS On-Air: Paul Donovan Daily Audio 'Taxes, spending, and rate cuts'

Mar 05 2025 2 mins  
US President Trump sounded a partial retreat from the latest trade taxes, granting US car companies a one-month exemption for car parts traded under the revised NAFTA. This rather highlights the fact that US consumers and companies, not foreigners, pay trade taxes. One month does not allow for much response—some stockpiling, presumably a lot of lobbying. Market reactions seem to

CIO Global Livestream: Navigating political uncertainties - Risks and opportunities

Mar 05 2025 29 mins  
To help you navigate an evolving landscape, Global Chief Investment Officer Mark Haefele and colleagues will delve into the latest developments in US trade, domestic, and foreign policy, examining their potential impacts on investors and offering strategies for positioning in the months ahead.

UBS On-Air: Paul Donovan Daily Audio 'A disturbance in the force'

Mar 04 2025 2 mins  
US President Trump’s address to Congress echoed speeches at campaign rallies. Markets have limited interest in much of the content. Trump did suggest trade tariffs would create “a little disturbance”, which seems to suggest a commitment to keep taxing US consumers. However, there was a faint sound of retreat from US Commerce Secretary Lutnick, who suggested that some of the t

Washington Weekly Podcast: Trade policy, Ukraine, Government funding

Mar 04 2025 15 mins  
We cover a wide range of timely topics, including tariffs and US trade policy, efforts for a Russia-Ukraine peace agreement, along with US government funding and budgetary efforts. Plus, a preview of President Trump’s address to Congress. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

CIO Fixed Income Roundtable Series: 1Q25 performance update

Mar 04 2025 31 mins  
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, along with Senior Fixed Income Strategists’ Barry McAlinden and Frank Sileo, from the UBS Ch

UBS On-Air: Paul Donovan Daily Audio 'Tax attacks'

Mar 03 2025 2 mins  
US President Trump lashed out in several directions yesterday, suspending military aid to Ukraine and aggressively taxing US consumers of imports from Canada, China, and Mexico. Although Trump inherited a strong economy, these moves increase US recession risks. The Ukraine decision has economic consequences. It may increase international hostility to Russia and the US, affecting sa