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Artwork for UBS On-Air: Market Moves

UBS On-Air: Market Moves

Client Strategy Office
European Central Bank
Inflation
Mexico
Europe
Interest Rates
Federal Reserve
US Federal Reserve
US Presidential Election
Labor Market
May Employment Report
Paul Donovan
Consumer Price Inflation
CPI
FOMC
Producer Price Inflation
Ukraine
China
European Union
United States Employment Report
FOMC Meeting

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

PublishesDailyEpisodes1062Founded7 years ago
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Artwork for UBS On-Air: Market Moves

Latest Episodes

Natalie Adomait is a Managing Partner and Chief Operating Officer in Brookfield's Energy Group. We discuss what’s happening in the energy market globally and the forces driving demand, along with an outlook for renewable energy, and how the energy se... more

Last week brought reprieves to US military strikes on Iranian power facilities, but not much in the way of credible ceasefire negotiations in the US-Iran conflict. That means uncertainty persists as investors await for signs of either escalation in t... more

US President Trump’s weekend rhetoric seemingly had little market impact. Attacks on industrial plants in the United Arab Emirates and Bahrain remind investors that wartime disruption will continue after the war. Houthi involvement raises the risk of... more

The sixth edition of CIO’s 250 years of US innovation series, E pluribus unum, shows how the internet’s decentralized, standards-based architecture unified innovators, accelerated globalization, reshaped trade, and created new opportunities for busin... more

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Recent Guests

Letty Zemaitis
Fixed Income Strategist for the Americas
UBS Chief Investment Office
Episode: Top of the Morning: Fixed Income market update & outlook
Burkhard Varnholt
Chief Investment Officer, UBS Global Wealth Management
UBS
Episode: Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 60)
Chris Leslie
Executive from Macquarie Asset Management
Macquarie Asset Management
Episode: Sustainable Investing Perspectives: Renewable energy & Infrastructure trends
Tiffany Agard
CIO Investment Management
UBS CIO Investment Management
Episode: Sustainable Investing Perspectives: Renewable energy & Infrastructure trends
Nic Janvier
Head of Equities for North America at Columbia Threadneedle Investments
Columbia Threadneedle Investments
Episode: Talking Markets Podcast with Nic Janvier of Columbia Threadneedle Investments
Andrew Dubinsky
Senior US economist, UBS Chief Investment Office
UBS Chief Investment Office
Episode: Top of the Morning: U.S. labor market & inflationary environment
Dirk Effenberger
Head of Investment and Risk at UBS CIO
UBS CIO
Episode: Across the Pond: Strait Talk - Trump, Iran, and the global ripples
Laura Smith
Investment specialist
UBS Chief Investment Office
Episode: Top of the Morning: The landscape for Emerging Market Equities
Ted Galgano
Senior municipal strategist, UBS Chief Investment Office
UBS CIO Municipal Research Bond Team
Episode: Top of the Morning: Munis - California compendium

Hosts

Dan Cassidy
Host of Top of the Morning and UBS On-Air: Market Moves; CIO Office focus; UBS
Paul Donovan
Chief Economist, UBS Global Wealth Management; UBS On-Air: Market Moves

Reviews

4.4 out of 5 stars from 420 ratings
  • 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_
    Switzerland2 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
    Brazil7 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
    Australia9 months ago
  • Just a bunch of noise

    Paul’s ignorant takes and unfunny jabs at anything regarding the US are unintelligent. After two years of listening to this every morning; it is now time for me to find another global morning news podcast.

    Apple Podcasts
    2
    AgVFS 50677
    United States9 months ago
  • Updated Review

    Probably one of the best financial podcasts.

    PD is top as his sarcasm.

    The idea to have him reading the boring disclaimer at the end of the podcast it’s actually funny!

    Apple Podcasts
    5
    AF1108
    United Kingdoma year ago

Listeners Say

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

Audio quality and production sometimes criticized, but the host and guests are frequently praised.
Content is strong and insightful, with high-quality macro analysis and guests.
Listener sentiment is mixed regarding tone and delivery, with some remarks about the host's style and guest audio mix.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Washington Weekly Podcast: U.S.-Iran War, DHS funding, SAVE America Act
Q: How likely is the SAVE America Act to move forward, given the Senate dynamics and the House majority?
With a slim Senate majority and filibuster considerations, the SAVE Act faces significant hurdles; some Republicans may support it in principle, but eliminating or altering the filibuster is a divisive issue that complicates passage.
Washington Weekly Podcast: U.S.-Iran War, DHS funding, SAVE America Act
Q: What needs to happen for a resolution to the DHS funding lapse, and how might the confirmation of the new DHS secretary affect talks?
A path toward reopening DHS with concessions like ICE-related provisions seems possible, especially if the new secretary can leverage relationships in the Senate; ongoing negotiations suggest a contour of a deal but progress hinges on alignments within parties.
Washington Weekly Podcast: U.S.-Iran War, DHS funding, SAVE America Act
Q: What is the intended end goal of the Trump administration in the U.S.-Iran context, and how might this evolve in the coming days?
The administration appears to be aiming to keep the Strait of Hormuz open and to apply pressure to Iran, but the explicit goals are evolving and the timing is fluid as talks mix with threats and actions.
Top of the Morning: Geopolitical & macroeconomic considerations for business owners
Q: So perhaps we could begin with how markets have been reacting to the latest macroeconomic data.
Paul notes that the US economy remains fundamentally solid with low unemployment and resilient consumption, but the outlook will be influenced by ongoing geopolitical tensions and the evolving AI investment cycle.
Top of the Morning: CIO Strategy Snapshot - Shocked but not awed
Q: What are some of the takeaways from what we heard about the Fed and what's the outlook from here?
The Fed didn't hike and kept a steady pace, with some growth optimism despite higher oil prices; Powell's hawkish tone added a caution that inflation remains a central concern, likely delaying any near-term policy relaxation even as market pricing shifts toward a more mixed outlook.

Audience Metrics

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

Listeners per Episode
Gender Skew
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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?

High-level conversations center on macroeconomics, markets, and geopolitical risk as they pertain to investing and policy. Across episodes, listeners are exposed to deep dives on the U.S. labor market, inflation dynamics, energy price implications, geopolitics, and the evolving outlook for emerging markets and fixed income. The show frequently features senior economists and CIO-level guests from UBS and partner institutions, plus occasional external policy or market strategists, to unpack how global developments translate into actionable market views. Noteworthy is the mix of data-driven macro briefings, scenario analysis, and big-picture storytelling that helps professionals frame portfolio decisions amid volatility and policy shifts. This... 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. The Markets
3. At Any Rate
4. Exchanges
5. Making Sense

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

UBS On-Air: Market Moves launched 7 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. Letty Zemaitis
2. Burkhard Varnholt
3. Chris Leslie
4. Tiffany Agard
5. Nic Janvier
6. Andrew Dubinsky
7. Dirk Effenberger
8. Laura Smith

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