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Artwork for UBS On-Air: Market Moves

UBS On-Air: Market Moves

Client Strategy Office
Federal Reserve
Oil Prices
United States
Artificial Intelligence
UBS
Inflation
Oil
Tariffs
Emerging Markets
Fixed Income
Gulf War
European Central Bank
Iran
US Economy
Municipal Bonds
Geopolitics
S&P 500
China
Gold
US Federal Reserve

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

PublishesDailyEpisodes1062Founded8 years ago
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Artwork for UBS On-Air: Market Moves

Latest Episodes

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 would just extend the ceasefire, a... more

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 within the agreed to US-Iran m... more

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 check on the US economy as we lo... more

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 added to inflation. Near-term poli... more

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Recent Guests

Sudip Mukherjee
Senior Fixed Income Strategist, UBS Chief Investment Office
UBS Chief Investment Office
Episode: Top of the Morning: Muni Market Guide - Leading the pack
Barry McAlinden
Credit strategist, UBS Chief Investment Office
UBS Chief Investment Office
Episode: Top of the Morning: Muni Market Guide - Leading the pack
Jason Draho
Head of Asset Allocation for the Americas at UBS Chief Investment Office
UBS
Episode: Top of the Morning: CIO Strategy Snapshot - In the Knick of time
Leslie Falconio
Head of Taxable Fixed Income Strategy for the Americas, CIO
UBS Chief Investment Office
Episode: Top of the Morning: Fixed Income Strategist - The Lending Powering AI Investment
Shane Lieberman
Senior Governmental Affairs Advisor
Governmental Affairs US at UBS
Episode: Washington Weekly Podcast: Primary elections, Legislative agenda, Geopolitics
Andrew Dubinsky
Senior US Economist, UBS Chief Investment Office
UBS Chief Investment Office
Episode: Top of the Morning: May Jobs Report takeaways
Rolf Ganter
Head of European Equities
UBS
Episode: Across the Pond: Europe’s overlooked innovators
Aakash Doshi
Head of Gold Strategy
State Street Investment Management
Episode: Talking Markets Podcast (Gold) with Aakash Doshi of State Street Investment Management
Tony Kim
Head of Global Technology Team, Fundamental Equities, BlackRock
BlackRock
Episode: Talking Markets Podcast (AI Tech Tour takeaways) with Tony Kim of BlackRock

Hosts

Dan Cassidy
Host involved with multiple UBS market-related programs, including Market Moves and On-Air segments.
Paul Donovan
Chief Economist at UBS Global Wealth Management; frequent host and commentator on macro-market updates.

Reviews

4.4 out of 5 stars from 424 ratings
  • Bad acoustics

    One year on, nothing changed for this podcast at least in technical terms: The acoustics are almost always terrible in this otherwise very interesting podcast. I guess UBS could afford some quality headsets…..

    Apple Podcasts
    2
    CentralBanker
    Austria2 months ago
  • great content but bad audio quality

    great content timely relevant but bad audio quality

    Apple Podcasts
    3
    737Akain
    Switzerland2 months ago
  • The content is good but Paul Donovan’s patronizing tone…

    The guy is patronizing and the podcast feels like he is talking to retards… othering all good

    Apple Podcasts
    2
    YazBek_
    Switzerland4 months ago
  • Insights from the world’s largest wealth manager

    UBS insights, particularly when coming from CIO office are indispensable. Forward looking and big picture insight that help see through the market fog.

    Apple Podcasts
    5
    Nicky Namenly
    Brazil10 months ago
  • Rare institutional type quality investment podcasts

    Podcasts of this quality are rare. Thank you for the thoughtful analysis on topical issues

    Apple Podcasts
    5
    Insto investor
    Australiaa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Fans often highlight Paul Donovan's sharp, engaging commentary and clear economic messaging.
Listeners praise the high-level financial insights and macro context from credible economists.
Audio quality and production have been a recurring point of critique.
Strong value comes from data-driven market outlooks and strategic framing.
Guests and topics are often timely and relevant for professional investors.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Top of the Morning: CIO Strategy Snapshot - In the Knick of time
Q: Now, in the ballpark, it could be extreme one way or another. That could be new information for the markets. What should investors focus on in light of the Iran deal and potential oil-price movements?
Investors should monitor oil-price trajectories, inflation indicators, and the Fed's response. If the Strait of Hormuz opens up and oil stabilizes, this can moderate inflation pressures and support a softer path for rate cuts, encouraging a broader equity rotation.
Top of the Morning: CIO Strategy Snapshot - In the Knick of time
Q: So Jason, outside of geopolitics, the other big market event this week is the Fed's FOMC meeting, culminating on Wednesday. So, what are you expecting from this meeting, and what do you expect the Fed to do going forward?
The market is pricing in a potential one rate hike by next March with some expectation of no cuts this year; the Fed signals will likely show a balanced stance with the dot plot updated, and Warsh's comments could influence expectations about inflation metrics and future policy, possibly keeping the path toward gradual easing rather than aggressive moves.
Top of the Morning: Fixed Income Strategist - The Lending Powering AI Investment
Q: How have CIO's positioning changes affected fixed income strategy?
The strategy remains in high-quality assets, with a tilt to the short end when rates moved up, and a staged expansion in duration risk as yields rose, alongside increased allocation to taxable munis to balance risk and return.
Top of the Morning: Fixed Income Strategist - The Lending Powering AI Investment
Q: What is CIO's current outlook for monetary policy through the balance of 2026?
CIO expects a high-for-longer path with the next move likely a cut, reflecting resilience in growth and inflation cooling more slowly than initially anticipated; however, uncertainty remains about the exact timing.
Top of the Morning: CIO Strategy Snapshot - What’s driving market performance?
Q: Where do you see conditions heading in the near term?
Near-term attention should be on the US-Iran negotiation progress, May data and the June 17 Fed decision, with the likelihood of a continued bias toward higher-quality fixed income and a broadened equity exposure if breadth improves.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About UBS On-Air: Market Moves

What is UBS On-Air: Market Moves about and what kind of topics does it cover?

A market-focused show that blends macroeconomics, equity and fixed income insights, often anchored by UBS economists and CIO-level guests. Episodes cover geopolitical risk, central bank policy, sector positioning, and real-world implications for portfolios. Audiences typically hear strategic takes on inflation, rates, energy markets, and investment opportunities across asset classes, with occasional in-depth conversations on AI, gender-lens investing, and regional tilts. A notable strength is the mix of influential economists and asset managers from top institutions, offering data-driven outlooks and practical takeaways for institutional and sophisticated retail listeners. Note-worthy aspects include multi-guest roundtables on fixed income,... more

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Which podcasts are similar to UBS On-Air: Market Moves?

These podcasts share a similar audience with UBS On-Air: Market Moves:

1. Thoughts on the Market
2. At Any Rate
3. The Markets
4. Making Sense
5. Exchanges

How many episodes of UBS On-Air: Market Moves are there?

UBS On-Air: Market Moves launched 8 years ago and published 1062 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on UBS On-Air: Market Moves?

Recent guests on UBS On-Air: Market Moves include:

1. Sudip Mukherjee
2. Barry McAlinden
3. Jason Draho
4. Leslie Falconio
5. Shane Lieberman
6. Andrew Dubinsky
7. Rolf Ganter
8. Aakash Doshi

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