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
Wealth Management Americas
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 55)
As we soon conclude 2025, Burkhard reflects on what was expected in the markets and what came as a surprise. Plus, a look at eight lessons learned. The Viewpoints podcast will resume in January 2026 - happy holidays and thank you for listening in 2025!
UBS On-Air: Paul Donovan Daily Audio 'Trends not changing '
The US employment data yesterday raised several red flags. Existing data quality problems were compounded by the government shutdown. Looking at year-to-date trends, the total number of jobs in the US has risen, but at a slower pace than in the past four years. Manufacturing jobs have continued to fall. Average hourly earnings are not the same thing as wage or income growth, but the pace has slowed and may be overtaken by inflation in the coming months.
Top of the Morning: POTUS 47 - Affordability, Monetary policy
Kurt drops by for the final POTUS 47 conversation of 2025 as we discuss how affordability could influence policy efforts by both the White House and Congress in 2026. Plus, a look at expectations for monetary policy in the year ahead against the backdrop of current U.S. economic conditions coupled with anticipated leadership changes at the Fed. Featured is Kurt Reiman, Head of Fixed Income Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Sending surveys into a void'
It is US employment report Tuesday, with a bowdlerized October report (no household survey) and a rushed November report of dubious quality. Response rates to surveys are already horribly low, and whatever motivates someone to complete a survey most people ignore at a time when the government is shut down suggests that this data is likely to be subject to distortions.
Top of the Morning: Eurozone equities - Positioning and outlook
We turn focus to Eurozone equities and highlight positioning considerations heading into 2026, along with risks and headwinds investors should be mindful of. Plus, thoughts on valuations and a look at CIO’s recent upgrade of Eurozone equities. Featured is Matt Gilman, Head, CIO Europe Equity Strategy, UBS Chief Investment Office. Host: Daniel Cassidy
