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UBS On-Air: Market Moves UBS On-Air: Market Moves Client Strategy Office René Franco presenta La Taquilla René Franco presenta La Taquilla Pitaya Entertainment JIJI English News-時事通信英語ニュース- JIJI English News-時事通信英語ニュース- 時事通信社 SBS Persian - اس بی اس فارسی SBS Persian - اس بی اس فارسی SBS Republic Broadcasting Network Republic Broadcasting Network Republic Broadcasting Network SBS News In Depth SBS News In Depth SBS L'After Foot L'After Foot RMC World News Tonight with David Muir World News Tonight with David Muir ABC News Charlotte News Today | 2 Min News | The Daily News Now! Charlotte News Today | 2 Min News | The Daily News Now! The Daily News Now! CTV National News CTV National News CTV News Media Tarts Media Tarts podtential originals Nyhederne Nyhederne RADIO IIII Hoy en EL PAÍS Hoy en EL PAÍS EL PAÍS SBS Thai - เอสบีเอส ไทย SBS Thai - เอสบีเอส ไทย SBS Studio Expo Studio Expo Stiftelsen Expo Inside Trump's Head Inside Trump's Head The Daily Beast, Michael Wolff and Joanna Coles La solution Conso La solution Conso RMC Dallas News Today | 2 Min News | The Daily News Now! Dallas News Today | 2 Min News | The Daily News Now! The Daily News Now! Harrisburg News Today | 2 Min News | The Daily News Now! Harrisburg News Today | 2 Min News | The Daily News Now! The Daily News Now! Wichita News Today | 2 Min News | The Daily News Now! Wichita News Today | 2 Min News | The Daily News Now! The Daily News Now! SBS Pashto - اس بي اس پښتو SBS Pashto - اس بي اس پښتو SBS Duncan Garner - Editor In Chief Duncan Garner - Editor In Chief rova Les actualités Cogeco Nouvelles Les actualités Cogeco Nouvelles Cogeco Média Sky News Australia Update Sky News Australia Update Sky News Australia / NZ Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Christian Drastil Comm. (Agentur für Investor Relations und Podcasts) Uranium Market Minute Podcast Uranium Market Minute Podcast Justin Huhn Texas News Today | 2 Min News | The Daily News Now! Texas News Today | 2 Min News | The Daily News Now! The Daily News Now! Cybersecurity Today Cybersecurity Today Jim Love Das Politikteil Das Politikteil DIE ZEIT F.A.Z. Podcast für Deutschland F.A.Z. Podcast für Deutschland Frankfurter Allgemeine Zeitung Un tema Al Día Un tema Al Día elDiario.es F.A.Z. Frühdenker - Die Nachrichten am Morgen F.A.Z. Frühdenker - Die Nachrichten am Morgen Frankfurter Allgemeine Zeitung Il Mondo Il Mondo Internazionale Handelsblatt Morning Briefing - News aus Wirtschaft, Politik und Finanzen Handelsblatt Morning Briefing - News aus Wirtschaft, Politik und Finanzen Friederike Hofmann, Sven Prange und die Handelsblatt Redaktion, Handelsblatt Animal Warrior Radio Animal Warrior Radio Animal Warrior Radio TOPFM MAURITIUS TOPFM MAURITIUS TOPFM MAURITIUS Michigan Wolverines Football News Today Football | 2 Min News | The Daily News Now! Michigan Wolverines Football News Today Football | 2 Min News | The Daily News Now! The Daily News Now!
UBS On-Air: Market Moves

News

UBS On-Air: Market Moves

Client Strategy Office

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 ...

Signal over Noise: A new Fed framework

June 22, 2026 3:55am 4 min

This episode explores the signals in the most consequential Fed debut in nearly two decades: what happened, how markets reacted, and where to go from here. The Fed held rates steady for a fourth consecutive meeting, whil...

UBS On-Air: Paul Donovan Daily Audio 'Sticking with the optimistic bias'

June 22, 2026 2:00am 2 min

There has been a heated exchange over the situation in the Gulf this weekend. However, US Vice President Vance is in Switzerland to talk with Iranian officials. There have been cautiously positive statements from Iran on...

Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook

June 19, 2026 1:23pm 16 min

Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover risk considerations, thematic focuses, and positioning recommendations...

UBS On-Air: Paul Donovan Daily Audio 'Little of substance'

June 19, 2026 2:18am 2 min

Yesterday, US Vice-President Vance denied being the “fall guy” for the position the US finds itself in with Iran, but has chosen not to fly to Switzerland for talks at the moment. Markets assume delayed negotiations woul...

Washington Weekly Podcast: US-Iran memorandum of understanding, G-7 summit takeaways

June 18, 2026 4:25pm 9 min

Shane drops by to reflect on the wide range of topics covered during this week’s G-7 summit in France, including renewed efforts by leaders to end the Russia-Ukraine war. We also discuss the fourteen-point plan included...

Top of the Morning: June FOMC meeting recap & macro update

June 18, 2026 9:26am 10 min

Following this week’s FOMC meeting - the first led by new Chairman, Kevin Warsh - Andrew drops by to share an assessment of the statement and press conference, along with an outlook for monetary policy. Plus, a health c...

UBS On-Air: Paul Donovan Daily Audio 'Say more'

June 18, 2026 2:16am 3 min

The Federal Reserve meeting produced a hawkish impression, with a strong focus on fighting inflation. That may put Fed Chair Warsh at odds with US President Trump, as the Fed’s own research suggested US tariffs have adde...

Talking Markets Podcast (Secondaries market) with Nate Walton, Ares Management

June 17, 2026 9:05am 25 min

Nate Walton is a Partner and serves as the Head of Private Equity Secondaries for Ares Management. Nate drops by the UBS podcast studio in New York for a comprehensive discussion around the secondaries market - includin...

UBS On-Air: Paul Donovan Daily Audio 'Fed fun'

June 17, 2026 2:00am 2 min

The Federal Reserve is expected to leave rates unchanged today. The Bank of Japan started with an accommodative stance, and has moved toward neutral. The European Central Bank started with a neutral stance, and unnecessa...

Top of the Morning: Muni Market Guide - Leading the pack

June 16, 2026 1:42pm 17 min

We discuss the factors behind YTD muni performance relative to other fixed income sectors, against a backdrop of geopolitical uncertainty, rate volatility, and elevated supply. Plus, a look at opportunities within prepa...

UBS On-Air: Paul Donovan Daily Audio 'How to do a rate hike'

June 16, 2026 1:45am 2 min

As expected, the Bank of Japan raised rates to 1%, a level last seen in the distance past of 1995. This was a different move from the recent ECB policy error—unlike Europe, Japan began the year with an accommodative mone...

Top of the Morning: CIO Strategy Snapshot - In the Knick of time

June 15, 2026 11:04am 14 min

While it was an exciting weekend for sports fans, it was also a notable weekend on the geopolitical front, with the US and Iran having agreed to a deal that will re-open the Strait of Hormuz. We discuss what this means ...

UBS On-Air: Paul Donovan Daily Audio 'Rise and fall'

June 15, 2026 1:58am 2 min

The announcement of an Iran-US deal (to be signed on Friday) has supported risk markets and allowed oil prices to fall moderately. The deal comes before strategic petroleum reserves were exhausted, limiting the economic ...

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