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UBS On-Air: Market Moves UBS On-Air: Market Moves Client Strategy Office Just Say No To The DSO Just Say No To The DSO The Pod Mill 數位時代 Business Next 數位時代 Business Next 數位時代 Business Next The Arena! Podcast The Arena! Podcast Hoody Frankliano Big Podcast Playbook - Grow Your Podcast. Build Your Audience. Big Podcast Playbook - Grow Your Podcast. Build Your Audience. David Hooper The Legal Podcast Network The Legal Podcast Network The Legal Podcast Network (LPN) Psych for Life with Dr. Amanda Ferguson Psych for Life with Dr. Amanda Ferguson Dr. Amanda Ferguson 吳淡如人生實用商學院 吳淡如人生實用商學院 吳淡如 Is Your Way In Your Way? Is Your Way In Your Way? Cassandra Crawley Mayo The Level Up Podcast w/ Paul Alex The Level Up Podcast w/ Paul Alex Paul Alex Espinoza Pathway To Retirement Pathway To Retirement Daniel Flores Network Marketing Talk | Trends, Strategies & Real Results Network Marketing Talk | Trends, Strategies & Real Results George Levy Achievers Therapy Achievers Therapy Kingsley Nwaekwe LifeBlood LifeBlood LifeBlood 7 Minute Leadership 7 Minute Leadership Paul Falavolito 財經一路發 財經一路發 News98 CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue16 Media & CBNation.co CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue16 Media & CBNation.co CEO Podcasts Real Estate Exam Prep Real Estate Exam Prep Ran Chen, EA, CFP® The Zach and Pat Show The Zach and Pat Show Zach Fagas, Patrick Doyle Tony Robbins Podcast Daily Tony Robbins Podcast Daily Tony Crypto News Today | 2 Min News | The Daily News Now! Crypto News Today | 2 Min News | The Daily News Now! The Daily News Now! Business News Today | 2 Min News | The Daily News Now! Business News Today | 2 Min News | The Daily News Now! The Daily News Now! NTD Evening News NTD Evening News NTD Evening News Ditching Hourly Ditching Hourly Jonathan Stark Artificial Intelligence Growth Architect | Connor with Honor | Real Estate Consultant Artificial Intelligence Growth Architect | Connor with Honor | Real Estate Consultant Connor T. MacIvor | Connor with Honor OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News Noah Leidinger, OMR Lead-Lag Live Lead-Lag Live Michael A. Gayed, CFA Good Sleep: Positive Affirmations Good Sleep: Positive Affirmations Optimal Living Daily | Sleepy Meditation Your Daily Holiday Briefing Your Daily Holiday Briefing Checkiday.com The Jas Johal Show The Jas Johal Show CKNW / Curiouscast Dubai Property Podcast Dubai Property Podcast Dubai Property Podcast Helpmebuy Property Podcast Helpmebuy Property Podcast Moxin Reza Discover Crypto Discover Crypto HIT Network Sports Geek Rapid Rundown Sports Geek Rapid Rundown Sports Geek SEO Gold Daily SEO Gold Daily Julian Goldie FlavorVille Radio – Straight Outta the Kitchen (Premiere Episode) FlavorVille Radio – Straight Outta the Kitchen (Premiere Episode) Brian M Inspired Honest Money Honest Money Warren Ingram
UBS On-Air: Market Moves

Business

UBS On-Air: Market Moves

Client Strategy Office

UBS On-Air: Paul Donovan Daily Audio 'Trust the trends'

July 03, 2026 2:10am 2 min

The US employment report was a convenient reminder not to put too much emphasis onto a single unreliable data release. There were notable revisions, and the details showed swings in seasonal adjustments moving the figure...

Washington Weekly Podcast: SCOTUS rulings, Legislative focuses, USA 250

July 02, 2026 11:11am 14 min

On this week’s edition, Shane highlights how the United States of America has been celebrating its 250th birthday. We also review some of this week’s final opinions issued by the Supreme Court, along with take inventory...

Top of the Morning: June Jobs Report & macro update

July 02, 2026 10:46am 8 min

A review of the latest employment data and what it reveals about the health of the US labor market. Plus, a review and preview of other notable macro data points of interest. Featured is Andrew Dubinsky, Senior US Econ...

UBS On-Air: Paul Donovan Daily Audio 'Policy and data problems'

July 02, 2026 2:45am 3 min

With the US not working tomorrow, we get June labor market data today. The level of inaccuracy in the data means the monthly changes should not be taken too seriously. The trends are still the same—not too much hiring, n...

House Call: Talking Equity Markets with UBS Asset Management

July 01, 2026 12:54pm 18 min

Join Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios and Head of the Private Client US Equity Team with UBS Asset Management, as he shares a performance update for US equities. Host: Dominic Sc...

UBS On-Air: Paul Donovan Daily Audio 'Hints of hosiery'

July 01, 2026 2:15am 2 min

At congressional confirmation hearings, Federal Reserve Chair Warsh famously denied being US President Trump’s sock puppet. Markets will scour Warsh’s comments today for any hint of hosiery. The desire to prove political...

Talking Markets Podcast Series (Preferreds) with Bob Giangregorio (Spectrum) & Frank Sileo (UBS CIO)

June 30, 2026 8:01am 27 min

Bob Giangregorio is a Senior Vice President and Portfolio Manager at Spectrum Asset Management. Bob joins Frank Sileo, Senior Fixed Income Strategist Americas from the UBS Chief Investment Office, for a comprehensive di...

UBS On-Air: Paul Donovan Daily Audio 'Dull resilience'

June 30, 2026 2:09am 2 min

The narrative of today’s generally “second tier” data releases is of a global economy that is resilient if somewhat dull. This might seem remarkable in the face of war, oil price gyrations, and unpredictable US policy. H...

Top of the Morning: CIO Strategy Snapshot - Second half outlook

June 29, 2026 1:57pm 21 min

As the second half of 2026 soon approaches, Jason spends time this week outlining CIO’s macro and market expectations (including expectations for Fed policy under Chair Warsh), and reviews positioning recommendations alo...

Signal over Noise: What US history tells us about AI capex

June 29, 2026 2:39am 8 min

This episode explores what historical US innovation can teach us about the trajectory of AI CapEx. Drawing on the 250 years of US innovation series, it looks at three key lessons from past capital cycles, from railroads ...

UBS On-Air: Paul Donovan Daily Audio 'Crude and machismo'

June 29, 2026 2:15am 2 min

Oil futures prices have been largely indifferent to the weekend’s events in the Gulf and Russia. Investors managed to contain their surprise at Iran and the US trading military strikes. US policy has been highly volatile...

Washington Weekly Podcast: Housing bill, Primary elections, US-Iran update

June 26, 2026 10:25am 13 min

Shane drops by to reflect on this week’s primary election results and highlight implications to the midterms in November. We also discuss whether the US and Iran can finalize a deal over the next 60 days to end the conf...

UBS On-Air: Paul Donovan Daily Audio 'Tech vibes'

June 26, 2026 2:26am 3 min

Technology stocks have had another episode of weakness, with trading in the South Korean market suspended after an 8% decline. This is still not enough to change perceptions of consumer spending —yesterday’s US data was ...

Landscape for Net-lease Investing with Gary Rozier (Blue Owl) & Jon Woloshin (UBS CIO)

June 25, 2026 2:24pm 29 min

Gary Rozier, Senior Managing Director and member of the Real Assets Management Team at Blue Owl Capital is hosted by Jon Woloshin, UBS CIO Americas Real Estate & Lodging Equity Strategist, at the 1285 podcast studio in N...

UBS On-Air: Paul Donovan Daily Audio 'Oil prices—past, present, and futures'

June 25, 2026 1:30am 2 min

Crude oil futures reached pre-war levels, anticipating future oil flows through the Strait of Hormuz. Current oil flows are only a fraction of pre-war levels, and oil refineries refine actual oil, not hypothetical future...

Top of the Morning: UBS Asian Investment Conference takeaways

June 24, 2026 12:04pm 9 min

Having recently attended the UBS Asian Investment Conference in Hong Kong, Alejo Czerwonko, CIO for Emerging Markets Americas, stops by the studio to share reflections and takeaways. We cover some key points of interest...

UBS On-Air: Paul Donovan Daily Audio 'Murky situations'

June 24, 2026 2:30am 2 min

US Treasury Secretary Bessent warmly endorsed Federal Reserve Chair Warsh, describing Warsh as competent and capable of lowering inflation. Such endorsements are not unusual, but as Warsh had to deny being US President T...

Fixed Income Conversation Corner: Private Credit edition with Dan Oneglia (Blackstone) and Leslie Falconio (UBS CIO)

June 23, 2026 6:39am 33 min

A wide-ranging conversation on the landscape for private credit investing, including performance drivers, risk considerations, and what’s important for investors to focus on. Featured are Dan Oneglia, Global CIO of Liqu...

UBS On-Air: Paul Donovan Daily Audio 'Equity volatility, economists’ indifference'

June 23, 2026 2:30am 2 min

Technology equities exhibited some volatility overnight (South Korea’s markets falling quite noticeably). This is not caused by shifting economic expectations, allowing economists to exhibit indifference. It is too soon ...

Top of the Morning: The Great Wealth Transfer - An introduction

June 22, 2026 7:02am 11 min

An introduction to what The Great Wealth Transfer is, the implications of immense wealth changing hands, and how wealth managers must adapt to fulfill the needs and preferences of future wealth holders. Over a multiple ...

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