UBS On-Air: Market Moves-logo

UBS On-Air: Market Moves

Business & Economics Podcasts

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

Location:

United States

Description:

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

Language:

English


Episodes

Top of the Morning: The week in review and preview (Q4 earnings check)

1/27/2023
As we make our way through the heart of the Q4 corporate earnings season, my guest reflects on how the results have measured up to expectations and the prospects for earnings growth in coming quarters. We also discuss the momentum drivers across equity markets and preview what to expect in the week ahead. Featured is Matt Tormey, Equity Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:12:07

UBS On-Air: Paul Donovan Daily Audio 'Chips chopped'

1/27/2023
Japan and the Netherlands are reported to be joining the US in restricting China’s access to semiconductor machinery. Economic nationalism is likely to continue through the fourth industrial revolution—portraying minority groups and foreigners as the enemy distracts from the pain of structural change. In the fourth industrial revolution, technology is less important than how technology is used, but governments prefer to focus on the simplicity of manufacturing rather than the complexity of...

Duration:00:04:52

Top of the Morning: The Emerging Markets outperformance has legs

1/26/2023
Against a backdrop of a reopening Chinese economy, we discuss the prospects for performance across emerging market assets in 2023, along with the investment opportunities and risks. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:11:17

UBS On-Air: Paul Donovan Daily Audio 'Growth realities (sort of)'

1/26/2023
US 4Q GDP is due, and positive but slowing economic growth is expected. The fourth quarter was when the impact of falling real wage growth started to hit consumers as savings and credit became exhausted (for some). However, the consumer was still strong at the start of the quarter, offering support.

Duration:00:04:52

Top of the Morning: Yield Opportunities in Latin America

1/25/2023
Our conversation updates you on the CIO investment theme, including a look at the investment case and performance potential of the theme. Featured is Donald McLauchlan, Emerging Markets Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:07:07

UBS On-Air: Paul Donovan Daily Audio 'Slower prices, positive sentiment'

1/25/2023
December producer price inflation is due from the UK and Spain. The general expectation is for pricing pressures to slow. Producer prices represent corporate pricing power, and the weirdness of fictional housing measures and things like the boom and bust of used car prices do not affect this data.

Duration:00:04:17

CIO Global Livestream: Anticipate the inflections

1/24/2023
Regional preferences in a changing environment - Co-Head Global Asset Allocation and colleagues from around the world discuss commodities and currencies, as well as our regional equity and fixed income preferences.

Duration:00:19:28

Top of the Morning: Debt Ceiling Deja vu

1/24/2023
Our conversation will bring you up to speed on the recent and ongoing developments surrounding the US debt ceiling, and what investors need to know. Featured are Tom McLoughlin, Head of Fixed Income Americas with the UBS Chief Investment Office, and Shane Lieberman, Federal Affairs Manager with the UBS US Office of Public Policy. Host: Daniel Cassidy

Duration:00:27:26

UBS On-Air: Paul Donovan Daily Audio 'Lagarde speaks. Again. Nobody cares. Again.'

1/24/2023
ECB President Lagarde is speaking today. For those counting, this will be the fourth consecutive business day of comment from Lagarde. It is almost as if Lagarde were a politician running for office, rather than a central banker trying to inform markets. Goodness knows who the audience for these comments is supposed to be.

Duration:00:04:17

Top of the Morning: CIO Strategy Snapshot - Ebbs and flows

1/23/2023
Revisiting the year of inflections theme for 2023, we discuss the areas of the economy that might inflect sooner than others and the implications of shifting market narratives to market and portfolio performance. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:19:05

Top of the Morning: Fixed Income Strategist - Navigating the narrative

1/23/2023
We continue on with our series of fixed income conversations as we examine the latest Fixed Income Strategist publication to better understand the narratives to navigate as a fixed income investor in 2023. Featured is Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office. Host: Shiavon Chatman

Duration:00:09:23

UBS On-Air: Paul Donovan Daily Audio 'Holiday signals'

1/23/2023
The Lunar New Year holiday will subdue Asian markets this week. Before the pandemic the Lunar New Year was becoming a distortion to European, UK, and US data, as the moveable holiday was not properly included in seasonal adjustment. The pandemic shocks to goods demand have overwhelmed that distortion for now.

Duration:00:05:36

House Call with UBS Asset Management: Equity markets and positioning

1/21/2023
Join UBS Asset Management for reflections on 2022 equity market performance drivers, performance expectations for 2023, and thoughts when it comes to positioning within US equities. Featured is Jeremy Zirin, Head of the Private Client US Equity Team, and Dominic Schagar, Lead Equity Investment Specialist for UBS Asset Management.

Duration:00:19:34

Fixed Income Roundtable with the UBS Chief Investment Office

1/20/2023
Join the CIO fixed income team every other month for a discussion around the drivers behind asset class trends and performance, positioning and a near-term outlook. Leslie Falconio, Head of Taxable Fixed Income Strategy, moderates a panel which includes insights from Senior Fixed Income Strategists Barry McAlinden, Frank Sileo and Alina Golant, along with Senior Municipal Strategist, Kathleen McNamara.

Duration:00:27:58

Top of the Morning: 2023 Retirement Guide - SECURE 2.0 Act, Social Security and Medicare

1/20/2023
With 2023 underway, our conversation outlines some important considerations for those in or nearing retirement, including developments surrounding the SECURE 2.0 Act, Social Security and Medicare. Featured are Ainsley Carbone, Total Wealth Strategist Americas, and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:19:48

UBS On-Air: Paul Donovan Daily Audio 'Political pantomime season'

1/20/2023
Federal Reserve Vice-Chair Brainard (a respected economist) implied a slowing of policy rate tightening, but that US rates would stay high for some time. Similar language about the persistence of high rates is to be expected - as the Fed’s June policy errors trashed forward guidance, markets discount Fed comments. Fiercer language is required to generate a moderate market reaction. As profit-led inflation falls, potentially rapidly, the Fed’s language will have to adjust.

Duration:00:04:25

Top of the Morning: Reopening China Theme

1/19/2023
Our conversation updates on the macroeconomic environment within China, and touches on the implications and opportunities associated with the economic reopening of the country. Featured is Xingchen Yu, Emerging Markets Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:11:15

UBS On-Air: Paul Donovan Daily Audio 'Profit, pricing, and the policy response'

1/19/2023
Yesterday’s US and UK data displayed some of the peculiarities of current inflation. Inflation is currently led by profit margin expansion. UK food prices pushed up inflation but farmers are not benefiting. In the first ten months of 2022 consumers paid 10% more for lamb, but farm prices fell 16%. (The fact I have sheep on my farm is incidental to this analysis). Profit margins across the supply chain contribute to inflation.

Duration:00:04:41

CIO House View Monthly Livestream (Jan)

1/18/2023
Hear from Solita Marcelli, Chief Investment Officer Americas, Jason Draho, Head of Asset Allocation Americas, and David Lefkowitz, Head of Equities Americas, about their macro and market expectations, along with guidance around how to think about positioning your portfolio.

Duration:00:35:32

Top of the Morning: Muni Markets - Brighter horizons

1/18/2023
My guest explains why brighter days appear to be ahead for muni investors and how to consider positioning accordingly, including a look at the case of municipal ETFs. Featured is Kathleen McNamara, Senior Municipal Strategist Americas. Host: Daniel Cassidy

Duration:00:08:03