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
UBS On-Air: Paul Donovan Daily Audio 'Prosecuting policy'
The US Department of Justice launched a criminal investigation into the Federal Reserve and Fed Chair Powell. In an unusually explicit statement, Powell suggested that this was because of the Fed’s refusal to meet US President Trump’s demands for rate cuts. Bond and currency market reactions signal concerns this may be a challenge to Fed independence.
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 11 January 2026.
CIO Fixed Income Roundtable Podcast Series - 2026 outlook edition
Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance and positioning update across fixed income sub-sectors. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, Sudip Mukherjee, Senior Municipal Strategist Americas, along with Senior Fixed Income Strategists’ Barry McAlinden, Frank Sileo, & Letty Zemaitis, from the UBS Chief Investment Office.
Top of the Morning: December Jobs Report & U.S. macro update
Fresh off the release of the December employment numbers, Paul drops by to reflect on the data and health checks the U.S. labor market. Plus, a look at growth expectations for the U.S. economy in 2026, and an outlook for monetary policy against the current macro backdrop. Featured is Paul Hsiao, Asset Allocation Strategist, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'European growth, US questions'
German industrial production was stronger than expected and (of course) previous data was revised stronger too. November exports were weaker, but US importers have been scrambling to minimize their tax liabilities which has distorted normal patterns of trade.
