
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
| Publishes | Daily | Episodes | 159 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Business NewsNews | |||

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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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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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
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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