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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: The AI Economy 4Q26 update - Part 2
In part two of a two part mini-podcast series, Andrew Dubinsky, US Economist from the UBS Chief Investment Office, joins to provide an assessment of AI’s effects on US economic activity and productivity. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Defiant consumers?'
Friday's market moves are attention grabbing, but economically more muted. The crypto gyrations are speculation, with little real world relevance (beyond the alleged boost to North Korea's GDP). The technology moves reflected concerns in on
Signal over Noise: Finding quality beyond AI
AI disruption is leading investors to look beyond the technology leaders themselves and rethink quality in an AI-driven market. This episode explores why businesses built around essential human needs, physical infrastructure, and durable ba
Washington Weekly Podcast: Election Day countdown, FORTRESS initiative
Shane drops by to outline the closing messages of Congressional and Gubernatorial candidates with just days to go before Election Day, along with an assessment of current polling. Plus, a look at the Pentagon’s plans to update the continuit
UBS On-Air: Paul Donovan Daily Audio 'Dealing with the decidedly dull'
European Central Bank President Lagarde's decision to resign early (perhaps to spend more time doing book tours) was not unexpected, even if the timing was uncertain. The succession process is driven by political horse trading, not tests of
Top of the Morning: FOMC reflections & US economic update
Following this week’s FOMC policy meeting, Andrew Dubinsky, US Economist from the UBS Chief Investment Office, drops by to share timely reflections and CIO’s outlook for monetary policy. We also touch on the Q3 US GDP print, and take a heal
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 75)
On this week’s episode, Burkhard shares takeaways from a recent visit to the Gulf States and highlights how governance continues to attract investments, technology, connectivity, and more (despite recent geopolitical disruptions). Burkhard
UBS On-Air: Paul Donovan Daily Audio 'Mundanity upon mundanity'
There were no surprises from the US monetary policy decision. At the press conference, Federal Reserve Chair Warsh signaled a desire to reduce the number of policy meetings in 2027—less policy flexibility at a time of economic and political
House Call: Talking Equity Markets with UBS Asset Management
A look at what has been driving markets, how the outlook is evolving, and the key opportunities and risks investors should be thinking about looking ahead. Featured are Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfol
Talking Markets (Powering the AI revolution) with Tyler Rosenlicht (Cohen & Steers)
With global data center power demand expected to rise considerably over the next few decades, we explore the scale of anticipated global demand and the scope of energy resources that will contribute to demand fulfillment. We also touch on i
UBS On-Air: Paul Donovan Daily Audio 'The Fed – mime versus meme'
Markets are expecting no change in US monetary policy today. Federal Reserve Chair Warsh’s communication style does not lend itself to offering clarity as to the policy outlook, either.
Fixed Income Conversation Corner with Lotfi Karoui (PIMCO) and Leslie Falconio (UBS CIO)
A wide-ranging conversation on the implications of the current macro environment and higher yields to fixed income return and positioning, including thoughts on widening credit spreads, implications of US corporate debt maturity, volume of
Top of the Morning: The AI Economy 4Q26 update - Part 1
In part one of a two part mini-podcast series, Paul Hsiao, Senior Asset Allocation Strategist from the UBS Chief Investment Office, joins to provide an overview of the most pertinent questions heard from clients and investors as it relates
UBS On-Air: Paul Donovan Daily Audio 'Policy, promises, and affordability'
Markets may be becalmed in anticipation of tomorrow’s US monetary policy decision. However, the meeting is expected to leave interest rates unchanged and investors are skeptical that Federal Reserve Chair Warsh will offer any useful insight
Top of the Morning: CIO Strategy Snapshot - An assessment of recent market pricing
Markets continue to weigh the cost of and potential returns of AI-buildout, the path forward for interest rates, Q3 corporate earnings, and the quickly approaching US midterm elections. Jason Draho, Head of Asset Allocation Americas from th
UBS On-Air: Paul Donovan Daily Audio 'Optimism, of a sort'
Markets’ optimism bias has been given some life by news that Iran and Saudi Arabia are to hold talks, with Pakistan and Turkey mediating. Oil prices have dropped a little on the news. US President Trump also made comments on Iran but invest
Signal Over Noise: Venture capital is the main driver of AI demand
The AI boom is being financed very differently on each side of the market. This episode examines the contrasting funding models behind AI supply and demand, the role of private capital in sustaining compute consumption, and the implications
Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover risk considerations, thematic focuses, and positioning recommendations from the UBS Chief I
UBS On-Air: Paul Donovan Daily Audio 'Who cares about technology?'
Technology sector equity movements are attracting attention, but economists retain an appropriate degree of aloofness. The pattern of consumers reducing savings to finance consumption has been fairly universal across advanced economies. Wea
Washington Weekly Podcast: Election Day countdown, Geopolitics, Fraud awareness
With Election Day less than two weeks away, Shane drops by to share an assessment of how key Congressional races across the country are shaping up (and where donors are applying resources). We also cover recent reports of renewed trilateral
UBS On-Air: Paul Donovan Daily Audio 'Oil and bonds'
Oil prices continue to drift higher. US retail diesel prices are still near all-time highs, with no sign of mitigation from US administration policies. The news that the US is asking some of its diplomats to leave Saudi Arabia is not necess
Top of the Morning: CEO Macro Briefing Book Q4 update
A quarterly check-up on the US macroeconomic environment, including consumer spending trends, the condition of the labor market, the road ahead for monetary policy, and the current landscape for deal-making. Featured is Paul Hsiao, Senior A
Fixed Income Conversation Corner with Lindsay Rosner (GSAM) and Leslie Falconio (UBS CIO)
A wide-ranging conversation on the implications of the current macro environment and higher yields to fixed income return and positioning, including thoughts around where pockets of opportunity and concern exist. Featured are Lindsay Rosner
UBS On-Air: Paul Donovan Daily Audio 'Up we go again'
Oil prices rose above USD110 per barrel. Markets and politicians focus on round numbers, so while a small price increase is not directly important, the move does have potential consequences. The US administration is very sensitive to higher
UBS On-Air: Paul Donovan Daily Audio 'Market wobbles and economic stability'
AI concerns weakened Asian equity markets, after a data centre’s market launch performed poorly. The fact that one company had such a broad reaction might indicate a degree of investor nervousness. Economists are less concerned—economic wea
Top of the Morning: CIO Strategy Snapshot - Sustainability of the AI trade
Despite Q3 corporate earnings results rolling in, investors over the past week have seemed more focused on the sustainability of the AI trade and cost of funding. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment
Signal Over Noise: Amid neocloud noise, AI demand remains the signal
Rising interest rates are testing the balance sheets of highly levered AI infrastructure providers, but are they weakening the underlying demand for compute? This episode separates financing risk from demand growth and examines why compute
UBS On-Air: Paul Donovan Daily Audio 'Scapegoat economics'
China’s officially reported third quarter GDP growth was 4.5% y/y. That means that this year’s officially reported growth is likely to hit the officially set growth target. However, despite a stronger September China retail sales number, th
Top of the Morning: Fixed Income Strategist - Optics and opportunities
Following what was a challenging quarter for fixed income investors, Leslie Falconio, Head of Taxable Fixed Income Strategy Americas from the UBS Chief Investment Office, reflects on Q3 performance drivers, and shares a performance outlook.
Across the Pond: Europe’s bond stress test
Europe’s government bond markets have faced growing pressure from higher energy prices, renewed inflation concerns, and increased scrutiny of public finances. The gap between French and German 10-year government bond yields recently reached
