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UBS On-Air: House View

Chief Investment Office
Trump Administration
Tariffs
Israel
Ukraine
Donald Trump
U.S. Government Shutdown
Decision 2024
Russia-Ukraine War
Congress
Iran
UBS
Polling
China
Biden Administration
Russia
Government Funding
Israel-Hamas War
Joe Biden
Government Shutdown
Republican Party

House View brings you daily, weekly, and monthly content covering our multi-asset views on economic trends and financial markets from the UBS Chief Investment Office

PublishesDailyEpisodes159Founded5 years ago
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Artwork for UBS On-Air: House View

Latest Episodes

The FOMC held the policy rate unchanged at 3.5-3.75%, but the combination of higher inflation projections, a hawkish distribution of rate forecasts, and the removal of forward guidance points to a restrictive-for-longer policy stance.

The Federal Reserve is expected to keep rates steady today, but markets will be watching Kevin Warsh's debut press conference as chair and his outlook on inflation and rates. We maintain the view that the Fed should resume easing next year, benefitin... more

An unexpected US intervention shows how quickly AI policy can shift from theory to tangible risk. With this year’s equity rally directly linked to AI demand expectations, we examine how a tighter US regulatory approach could impact AI spending, talen... more

The US and Iran have reached an agreement to reopen the Strait of Hormuz, with official signing scheduled later this week. Volatility may persist in the near term as markets assess the implementation and durability of the deal, but we maintain our vi... more

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Recent Guests

Shane Lieberman
Senior Governmental Affairs Advisor with Governmental Affairs US
UBS
Episode: Washington Weekly Podcast: Latest on Gov’t funding, Tariffs, Ukraine, CHIPS Act
Jason Draho
Head of Asset Allocation Americas with the UBS Chief Investment Office
UBS Chief Investment Office
Episode: Washington Weekly Podcast: TikTok, Haiti, & Decision 2024

Hosts

Dan Cassidy
Host of the Washington Weekly Podcast, UBS
Shane Lieberman
Senior Governmental Affairs Advisor with Governmental Affairs US

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Talking Points

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House View Daily | Renewed tech selling leads markets lower
Q: Anna, what happened in markets and what drove the loss of momentum on Tuesday?
The rebound in equities faded as selling in tech intensified, reflecting a combination of profit-taking, fading optimism about a U.S.–Iran deal, and broader concerns about higher-for-longer rates affecting tech valuations.
Washington Weekly Podcast: Government shutdown update, US-China trade talks
Q: What exactly has been conveyed by both the US and China on this front and does this renewed tension impact the potential for an upcoming meeting involving Presidents Trump and Jinping?
Shane explains the tension stemming from China's export restrictions and the U.S. tariffs, noting that while there is potential for negotiations, the relationship remains fraught with challenges.
Washington Weekly Podcast: Government shutdown update, US-China trade talks
Q: Can you speak a bit to the scope of impact at this point to government workers, employees, as well as services?
Shane discusses how certain federal workers continue to work despite the shutdown, while some may face furloughs, highlighting the unpredictability of the current negotiation efforts.
Washington Weekly Podcast: Israel-Hamas War, Decision 2024, No Labels
Q: What challenges is the No Labels group facing?
No Labels is finding it challenging to recruit a candidate, with various prominent figures rejecting the opportunity to run.
Washington Weekly Podcast: Israel-Hamas War, Decision 2024, No Labels
Q: What notable takeaways come from the recent primaries?
Presidential primaries reflect high protest votes for Trump compared to Biden, indicating shifting voter sentiments within the GOP.

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Frequently Asked Questions About UBS On-Air: House View

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

A financially focused brief that blends macroeconomic themes with real-time policy and geopolitical context. Episodes regularly feature senior policy and government-affairs voices as they dissect how legislation, funding priorities, and international developments ripple through markets and investment strategy. Expect practical takes on regulatory changes, fiscal outlooks, and global risk factors, with a particular emphasis on how policy moves impact multi-asset portfolios and client outcomes. A notable strength is the access to senior, practitioner-level insight from UBS-affiliated experts, which can help listeners translate political and regulatory developments into investment implications.

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Which podcasts are similar to UBS On-Air: House View?

These podcasts share a similar audience with UBS On-Air: House View:

1. UBS On-Air: Market Moves
2. At Any Rate
3. Notes on the Week Ahead
4. Thoughts on the Market
5. Exchanges

How many episodes of UBS On-Air: House View are there?

UBS On-Air: House View launched 5 years ago and published 159 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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Recent guests on UBS On-Air: House View include:

1. Shane Lieberman
2. Jason Draho

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