UBS On-Air: Market Moves

Top of the Morning: CIO Strategy Snapshot - Wash, rinse, repeat

Investors and the Fed got a dose of relatively good economic data last week, yet interest rates rose again. Rising yields remains a dominant market story, however with a

UBS On-Air: Paul Donovan Daily Audio 'Revisions, resilience, and affordability'

The US employment report offered few reliable facts for investors, other than the reminder that data is revised a lot. If markets listened to economists with the reverenc

Signal over Noise: The 1999 analogue through the fixed income lens

As long-term US Treasury yields have climbed to levels not seen in more than two decades and today's AI investment boom draws comparisons with the internet buildout, the

Across the Pond: Is wealth reshaping the housing market?

Housing affordability is under pressure across many major cities. Yet the UBS Global Real Estate Bubble Index 2026 shows that housing markets are following increasingly d

UBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'

The US employment report has a wide range of estimates around the payrolls data. This is not surprising—labor market data precision is challenged by low response rates an

Top of the Morning: China at two speeds - Reflections from the ground

Xingchen Yu, Senior Investment Strategist from the UBS Chief Investment Office, shares reflections from his latest trip to China, where AI ambition and seamless digital c

UBS On-Air: Paul Donovan Daily Audio 'Saving the US consumer'

The important point from yesterday’s US data was not the larger-than-expected downward pressures on reported inflation—these are technical changes that US consumers do no

UBS On-Air: Paul Donovan Daily Audio 'The power of saving more, or less'

UK second quarter GDP was revised stronger, as new methods reveal how much new economic activity has been missed from the data. Rising real disposable incomes encouraged

Top of the Morning: CIO Strategy Snapshot - Implications of higher rates

The rise in treasury yields continues to be top of mind for investors - Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, explains why

UBS On-Air: Paul Donovan Daily Audio 'Bonding oil prices to yields'

Bond yields and oil prices continue their close relationship. Central banks are supposed to look through an oil price shock as being beyond their control. However, if cen

Washington Weekly Podcast: UN General Assembly, US-China summit

Following what was a busy week in both New York and Washington DC, Shane drops by to share some takeaways and reflections on the UN General Assembly, along with the three

Top of the Morning: Emerging Markets - Fed hikes matter, but global liquidity matters more

In the wake of the September FOMC rate-hike, we discuss the implications of a Fed hiking cycle to emerging market assets, including equities and fixed income. We also cov

UBS On-Air: Paul Donovan Daily Audio 'Camels through the eyes of fishhooks'

China and the US agreed to lower tariffs on USD 30bn of each other’s products. China’s consumers will pay lower taxes when buying camels from the US. US anglers face lowe

Signal over Noise: The real-world constraints to scaling AI

AI is advancing quickly, but turning that progress into profits depends on more than better models, with infrastructure availability and business adoption increasingly sh

Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)

A fireside chat featuring Jeffrey Gundlach, Chief Executive Officer, Chief Investment Officer and Founder of DoubleLine Capital, hosted by Solita Marcelli, UBS Global Hea

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 73)

On this week’s episode, we catch up with Burkhard following his recent visit to Uganda and Ghana as he shares how economic and business development and investment is infl

UBS On-Air: Paul Donovan Daily Audio 'House problems'

US Treasury Secretary “House” Bessent faces something of a housing problem. Despite Bessent’s efforts, US mortgage rates rose above 7% yesterday. The exact level is not i

UBS On-Air: Paul Donovan Daily Audio 'In bondage?'

US 10-year Treasury bond yields moved sharply above 5%, and the USDJPY exchange rate is back above 158. US Treasury Secretary “House” Bessent seems to be demonstrating th

UBS On-Air: Paul Donovan Daily Audio 'Spinning away from war?'

Markets have not fully regained their earlier optimism bias, but are a little more cheerful. Yesterday, US President Trump signed an agreement essentially reaffirming the

Top of the Morning: Open Enrollment Season considerations and decisions

Open enrollment season is right around the corner, and for many employees, that means making decisions about healthcare, insurance, retirement savings, and other workplac