UBS On-Air: Market Moves

Client Strategy Office
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7 snips
Jul 16, 2025 • 3min

UBS On-Air: Paul Donovan Daily Audio 'Inflation games'

US June consumer price inflation raises alarms about data quality, hinting that budget cuts may lead to price guessing. With trade taxes impacting consumers, appliance prices see their fastest rise this century. The discussion also contrasts the inflation landscape in the UK, revealing the policy-making challenges driven by changing consumer attitudes. It's a deep dive into inflation dynamics and their economic ramifications.
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Jul 15, 2025 • 14min

Top of the Morning: Muni Market - 2H25 Outlook: The better half

Sadiq Mukherjee, Fixed Income Strategist Americas at UBS and lead author of the Municipal Market Guide, shares insights on the municipal bond market's mid-year performance and its bright prospects for the second half of the year. He highlights the advantages of shorter duration and higher coupon bonds over struggling longer ones. The discussion also dives into the impacts of Medicaid cuts on rural healthcare and offers a positive outlook, recommending revenue bonds and exploring promising sectors for investment.
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6 snips
Jul 15, 2025 • 3min

UBS On-Air: Paul Donovan Daily Audio 'And so it begins? '

The podcast delves into the latest US consumer price inflation data and its connection to recent trade tax impacts. It highlights how only a portion of expected tax effects have been felt in the economy so far. Inventory stockpiling adds another layer, as pre-tax items are still circulating. The discussion shifts to how US firms manage to pass on these price increases, especially in a post-pandemic landscape. Additionally, it addresses the influence of tariffs in media narratives surrounding inflation.
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Jul 14, 2025 • 25min

Top of the Morning: CIO Strategy Snapshot - Don’t call it a comeback

In this engaging discussion, Jason Draho, Head of Asset Allocation Americas at UBS, shares his insights on the resurgence of tariffs and their implications for the market. He explores the tension between the Fed and political pressures surrounding interest rates. Jason also offers an optimistic view on the upcoming earnings season, highlighting resilience in sectors like tech amid tariff impacts. He delves into the potential for a 'Roaring 20s'-style economic revival, driven by investment and AI, while navigating the challenges of current policy uncertainty.
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5 snips
Jul 14, 2025 • 3min

UBS On-Air: Paul Donovan Daily Audio 'Randomness and the real world'

The discussion dives into how trade tax threats impact investors, revealing a stark difference between financial decision-making and real-world consequences. As firms grapple with hiring and construction decisions, the unpredictability of policy becomes a real risk. Also explored are tariff effects on consumer prices and the hurdles businesses face while passing costs on. Plus, a look at the shifts in China's trade patterns and the potential challenges appearing at the upcoming G20 meeting adds further complexity to global trade relations.
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Jul 14, 2025 • 7min

Ahead of the curve with Ulrike Hoffmann-Burchardi

This week, the discussion dives into the impact of recent tariff developments on market volatility. With high equity valuations creating skepticism about rebounds, the focus shifts to how investors can navigate uncertainty. Listeners will gain insights into interpreting crucial economic data, including June CPI and bank earnings, to uncover investment opportunities beyond popular opinion.
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Jul 11, 2025 • 10min

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 40)

Burkhard Varnholt, an expert at UBS and a keen observer of global markets, discusses investor sentiment as markets approach summer highs amidst uncertainties. He examines the potential for Fed rate cuts and the controversies surrounding yield curve control, shedding light on its historical context. Varnholt analyzes implications for U.S. government debt and how a weak dollar could benefit emerging markets, urging listeners to consider shifting investments amidst financial pressures. This insightful conversation offers a deep dive into current monetary policy dynamics.
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Jul 11, 2025 • 11min

Top of the Morning: The week in review and preview

Delve into the latest shifts in U.S. trade policy and their significant impact on market valuations and volatility. Explore insights on equity positioning, particularly in tech and healthcare, highlighting the role of AI advancements. As earnings season approaches, analysts share their expectations for the S&P 500 and strategic recommendations for savvy investors looking to navigate the evolving landscape.
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Jul 11, 2025 • 3min

UBS On-Air: Paul Donovan Daily Audio 'The retreat paradox'

The podcast dives into a proposed 35% tax on Canadian products, unpacking its complexities and unclear applicability. It highlights market reactions amid rising equities and discusses the unpredictable UK GDP data affecting investor confidence. Political ramifications add another layer of intrigue, with discussions on trade implications from the U.S. administration. Adding a quirky twist, the fate of penguins on Heard and McDonald Islands is humorously noted as potential future tax targets.
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Jul 10, 2025 • 13min

Top of the Morning: Emerging Markets - Back in the spotlight

Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas with UBS, returns to discuss the resurgence of emerging markets. He reviews the key drivers shaping investor sentiment, from rising tariffs to geopolitical tensions, and how they impacted the first half of 2025. Alejo shares insights into the promising investment opportunities in regions like China and Brazil, fueled by strong economic fundamentals and a weakening U.S. dollar. Tune in for a deep dive into strategies for navigating the evolving landscape of emerging markets!

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