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
Macro Monthly Podcast with UBS Asset Management
Join Evan Brown, Head of Multi-Asset Strategy and Portfolio Manager, for an assessment of the current macro and market environment as we have entered 2026. Hosted by Fatou Konteh, Multi-Asset Specialist. Recorded on 26.01.07
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 56)
Are there reasons for staying bullish on the markets entering 2026? Burkhard has twelve, and we cover a handful of them on the first episode of Viewpoints to begin the year. Burkhard shares is assessment and outlook for markets, and where to find opportunity.
UBS On-Air: Paul Donovan Daily Audio 'Pricing imprecision'
US December consumer price inflation is not likely to push the Federal Reserve into cutting rates immediately. The numbers were not especially threatening, although they hint at upward pressure on the PCE deflator (by repute, the Fed’s favored inflation measure). However, the interpolation rate (using less precise prices) hit a record 40%, raising quality questions. Politically sensitive prices like groceries soared, suggesting affordability will remain an issue.
Top of the Morning: Munis 2026 Outlook - On a strong foundation
The CIO municipal research team drops by to share a 2026 muni market outlook, along with their performance expectations across muni sub-sectors. Featured are Sudip Mukherjee, Senior Fixed Income Strategist Americas, Ted Galgano, Senior Municipal Strategist Americas, & Jeannine Lennon, Senior Municipal Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Affording prices'
US Republican senators’ concerns over the criminal investigation of the Federal Reserve might delay the confirmation of the next Fed Chair. Any nominee from US President Trump is also likely to have to place additional emphasis on their independence to try and prove they are above politics. This might impact future policy decisions.
