UBS On-Air: Market Moves

UBS On-Air: Paul Donovan Daily Audio 'The Fast and the Furious'

A lot happened around the oil market: US president Trump announced a deal with Russian President Putin to buy Russian diesel; the Houthis attacked Riyadh airport in Saudi

Signal over Noise: S&P 500 earnings are tethered to private fund flows

Over the past few years, markets have looked beyond a shifting economic backdrop and focused on the prospect of exceptional earnings growth. This episode explores why AI

Talking Markets Podcast Series (Private Credit) with Marc Lipschultz (Blue Owl Capital)

Marc Lipschultz is Co-Chief Executive Officer of Blue Owl Capital and a member of the firm’s board of directors. Marc drops by the 1285 podcast studio to share his perspe

Washington Weekly Podcast: SCOTUS cases, U.S. midterm election update

As the U.S. midterm elections are quickly approaching, Shane identifies the Senate races that he is closely watching, and what polling is currently pointing to. With the

UBS On-Air: Paul Donovan Daily Audio 'Worrying about the cost of war'

US President Trump’s social media account declared the US would not attack Iran before the midterm elections. Other actors in the war may launch attacks. The post does re

Talking Markets Podcast Series (Preferreds) with Derek Pines (Bramshill) & Frank Sileo (UBS CIO)

Derek Pines is a Senior Managing Director and Portfolio Manager at Bramshill Investments. Derek joins Frank Sileo, Senior Fixed Income Strategist Americas from the UBS Ch

UBS On-Air: Paul Donovan Daily Audio 'The policy-induced recession risk'

Crude oil prices and diesel prices are up (there seems to be uncertainty about whether last Friday’s pledge to release diesel reserves is actually just confirming previou

Top of the Morning: State of the US economy & Fed outlook

With the next Fed policy meeting just a few weeks away, Andrew Dubinsky, US Economist from the UBS Chief Investment Office, drops by the studio to share CIO’s expectation

UBS On-Air: Paul Donovan Daily Audio 'Managing expectations'

The political costs of the Gulf war are evident—US President Trump suggested removing the federal tax on gasoline. Gasoline prices (unlike diesel) feed directly into US c

Fixed Income Conversation Corner with Mike Cudzil (PIMCO) and Leslie Falconio (UBS CIO)

A wide-ranging conversation on the current rate environment, the road ahead for monetary policy, issuance implications, and the landscape for broader fixed income investi

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