UBS On-Air: Market Moves

Top of the Morning: CIO Strategy Snapshot - Just get on with it already

As financial markets are back in full swing post the summer holidays, investors are weighing fresh inflation data, health of the labor market, rising oil prices, and a no

UBS On-Air: Paul Donovan Daily Audio 'Magic numbers'

China's latest economic data showed a lackluster domestic economy. Retail sales slowed, and were weaker than expected. Domestic investment plunged more than expected. Ind

Top of the Morning: The face of wealth is changing - Women investors

Marianna Mamou, Head of Advice Beyond Investing, sheds light on the evolving relationship between women investors and the wealth management industry. We discuss whether t

Signal over Noise: How to position for the next wave of AI-led scientific breakthroughs

The recently reported AI-assisted solution to the Navier–Stokes problem points to AI’s broadening role in frontier scientific research, raising the question of where fast

Across the Pond: Europe’s political pendulum swings wider

Political polarization is testing Europe’s established parties and confronting markets with the prospect of larger policy shifts. Germany’s regional elections have brough

Washington Weekly Podcast: Missouri redistricting, GOP convention, 9-11 remembrance

This week, Shane talks about recent developments surrounding Missouri’s redistricting efforts, recaps President Trump’s keynote address at GOP midterm convention, and ref

UBS On-Air: Paul Donovan Daily Audio 'Prices palooza'

It is a sad comment on the quality of communication by the US central bank that a single US consumer price inflation number can have so much sway over policy expectations

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

The ECB is almost certain to repeat its earlier policy rate error and unnecessarily raise interest rates. There is unlikely to be any inflation or economic growth impact,

Top of the Morning: State of the US Consumer & Back to School trends

Sunny Mehra, Consumer Strategist Americas with the UBS Chief Investment Office, drops by to provide a health check on the US consumer, including a look a recent spending

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 72)

On this week’s episode, we catch up with Burkhard following his recent visit to Hamburg, Germany as he shares takeaways from meetings held with families and their family

UBS On-Air: Paul Donovan Daily Audio 'Market and non-market inflation forces'

China’s August consumer and producer price inflation was slightly higher. The suggestion is not that better demand is driving up prices, but that global inflation forces

Top of the Morning: Election Watch 2026 - Something old, something new

Kurt and Shane drop by to discuss the two of the most consequential policy questions of the 2025 mid-term election cycle - something old (Social Security), and something

UBS On-Air: Paul Donovan Daily Audio 'Trading carefully'

China’s July trade data showed ongoing growth in exports—some of this reflects re-exporting. The gap between what China says it is selling to the US and what the US admit

UBS On-Air: Paul Donovan Daily Audio 'Monetary policy and forever wars'

Markets’ responses to last Friday’s US employment report rebuke US monetary policy communication. The report showed strong payrolls growth, but unemployment rates drifted

Signal over Noise: To hike or not to hike

With inflation and labor data providing a mixed picture on the Fed’s dual-mandate goals, the Fed faces a closely balanced decision between a rate hike and a hold. This ep

Washington Weekly Podcast: Open-Source AI Leadership Act, Funding Bill, US-Iran War

Shane drops by ahead of the Labor Day holiday weekend to update on this week’s developments up on Capitol Hill, including Congressional efforts to keep the government fun

UBS On-Air: Paul Donovan Daily Audio 'Talking calmly'

In the unnecessarily uncertain world of US monetary policy, we heard from Federal Reserve Governor Waller. Waller signaled a desire for unchanged policy, as disinflation

What is the electrification of everything? with Paul Baiocchi of SS&C ALPS Advisors

Paul Baiocchi, Head of ETF Distribution with SS&C ALPS Advisors, drops by UBS Studios for a wide-ranging discussion around “the electrification of everything”, including

UBS On-Air: Paul Donovan Daily Audio 'Fun with foreign exchange'

The yen has been gyrating amidst speculation about intervention in the markets and the possibility of more aggressive action by the Bank of Japan. A Japanese market holid

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 71)

While on a visit to Portugal, Burkhard drops by to highlight the factors that have contributed to the country’s economic success, and what investors should know. Burkhard