UBS On-Air: Market Moves
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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UBS On-Air: Paul Donovan Daily Audio 'Low value inflation'
Preliminary December German and French inflation data is not likely to interest markets. The German figures should show moderation, but some of this is a lower weighting to package holidays (which tend to add to inflation)—a technical shift not necessarily indicative of any dramatic changes in inflation pressures. The ECB is likely to remain on its course of masterful inactivity (markets like the ECB being inactive).
Top of the Morning: CIO Strategy Snapshot - A new year
The Snapshot returns after a holiday hiatus - Jason Draho begins the year by sharing investment themes and risks to watch for in the months ahead, along with positioning recommendations. We also refresh on CIO’s expectations for monetary and fiscal policy, the U.S. macroeconomic environment, and market performance. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Is affordability the focus?'
Over the past two weeks, perceptions of affordability seem to have shaped US administration policy. Tariffs on furniture imports are delayed, and proposed tariffs on Italian pasta imports are cut. Furniture prices moved from deflation in 2023-24 into inflation last year, although consumers are less sensitive to furniture price changes. Pasta is a small share of consumer spending, but a visible price. If perceptions of affordability are shaping policy, investors need to broaden their focus beyond the precise measurement offered by CP
Signal over Noise with Ulrike Hoffmann-Burchardi
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on what’s the signal, and what’s just noise in the markets. Recorded on 4 January 2026.
Macro Monthly Podcast with UBS Asset Management
Join Evan Brown, Head of Multi-Asset Strategy and Portfolio Manager, and Nicole Goldberger, Head of Global Multi-Asset Portfolio Management and Portfolio Manager for UBS Asset Management, for an assessment of the current macro and market environment as we head into 2026. Hosted by Fatou Konteh, Multi-Asset Specialist. Recorded on 25.12.03
Across the Pond: The Brighter Outlook for Europe in 2026
The U.S. has dominated headlines in 2025, with investors focused on AI breakthroughs, policy shifts from the Trump administration, and the outlook for Fed rates. Yet, so far this year, European equities have outperformed their U.S. counterparts in U.S. dollar terms - and the outlook for 2026 looks even brighter. What’s fueling this shift, and why should investors take a closer look at Europe now? In this episode of “Across the Pond,” Themis Themistocleous, Head of the Chief Investment Office for EMEA, and hosts Christopher Swann and Belinda Peeters explore the drivers behind Europe’s improving prospects and highligh...
UBS On-Air: Paul Donovan Daily Audio 'Consumer matters'
The Bank of Japan did what was expected and raised rates a quarter point. Dramatic headlines that this is the highest rate in thirty years should not be taken too seriously (parallels to 1995 are not helpful). BoJ governor Ueda emphasised wages as being important to determining future policy decisions.
Top of the Morning: Into the wild blue yonder - Aviation
The 250 years of U.S. innovation publication series highlights examples of how transformational innovation has been an engine of U.S. economic growth since the nation’s founding. Today, we explore the history of aviation in the U.S. by referencing the next publication of the series: Into the wild blue yonder - Aviation. Featured are Kurt Reiman, Head of Fixed Income Americas, and Nathaniel Gabrial, U.S. Industrials and Materials Sector Strategist, UBS Chief Investment Office. Host: Daniel Cassidy
Top of the Morning: CIO Strategy Snapshot - Word of the year 2025
On the final CIO Strategy Snapshot for 2025, Jason reflects on recent economic data-point releases, along with the December FOMC meeting, and assesses the macro and policy environment as we head into 2026. Plus, Jason unveils his choice for the 2025 finance word of the year and shares his early WOTY choices for 2026. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Perception > reality > reported?'
The ECB and the Bank of England meet. The ECB decision can be dismissed with a shrug of indifference. The Bank of England is expected to cut rates, but the depth of division amongst policy setters is a focus. More rate cuts are likely next year.
