UBS On-Air: Market Moves

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1. 10. Sept.

   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 trends and overall sentiment. Sunny reflects on the 2026 back to schoo
   11 min
2. 9. Sept.

   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 officers where they discussed family wealth, family governance and gen
   11 min
3. 9. Sept.

   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 are being allowed to trickle into domestic pricing.
   7 min
4. 8. Sept.

   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 new (Artificial Intelligence). These two issues differ greatly in age
   24 min
5. 8. Sept.

   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 admits to buying from China has reached extraordinary levels. China’s marke
   6 min
6. 7. Sept.

   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 very slowly higher. The labor market is not creating accelerating wag
   6 min
7. 7. Sept.

   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 episode explores what either outcome could mean for the yield curve, equ
   6 min
8. 4. Sept.

   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 funded, and progress on the Open-Source AI Leadership Act. Plus, an updat
   12 min
9. 4. Sept.

   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 forces seem to continue. If disinflation ceased, then Waller would rec
   6 min
10. 3. Sept.

    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 a look at the opportunity-set, risk considerations, and how to think a
    14 min