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UBS On-Air: Market Moves UBS On-Air: Market Moves Client Strategy Office The Pete Quiñones Show The Pete Quiñones Show Peter R Quiñones The Bully Pulpit The Bully Pulpit Andrew Walker, Dean Inserra, Erik Reed, and Eric Teetsel La Voz de César Vidal La Voz de César Vidal César Vidal Semiconductor Insiders Semiconductor Insiders SemiWiki Alacarta ( Radio Marca Barcelona 89.1 Fm 📻 ) Alacarta ( Radio Marca Barcelona 89.1 Fm 📻 ) Radio Marca Barcelona Le news di Sky Tg 24 Le news di Sky Tg 24 Sky TG 24 At a Total Loss At a Total Loss Katherine Lazar WNBA News Today | 2 Min News | The Daily News Now! WNBA News Today | 2 Min News | The Daily News Now! The Daily News Now! GodLife On Demand GodLife On Demand Global Media Outreach Miami Heat News Today | 2 Min News | The Daily News Now! Miami Heat News Today | 2 Min News | The Daily News Now! The Daily News Now! Haman Nature Haman Nature Haman Nature Jacaranda FM Newswatch (Latest Bulletins) Jacaranda FM Newswatch (Latest Bulletins) Jacaranda FM The Chuck Oliver Show The Chuck Oliver Show 680 The Fan The Show Before the Show The Show Before the Show MiLB.com Packernet Podcast: Daily Green Bay Packers Podcast Packernet Podcast: Daily Green Bay Packers Podcast AC Sports Amakuru kuri  BBC - Gahuzamiryango Amakuru kuri BBC - Gahuzamiryango BBC Gahuza Radio Entspannt einschlafen - Meditation & Achtsamkeit für die Nacht Entspannt einschlafen - Meditation & Achtsamkeit für die Nacht Marco König Les P'tits Bateaux Les P'tits Bateaux France Inter Nashville News Today | 2 Min News | The Daily News Now! Nashville News Today | 2 Min News | The Daily News Now! The Daily News Now! Cookaround - Cucina e Ricette Cookaround - Cucina e Ricette Mondadori Media The Footglish Podcast: Learn English with Football The Footglish Podcast: Learn English with Football Zdenek Lukas The Dunker Spot The Dunker Spot Yahoo Sports Yahoo Sports NBA Yahoo Sports NBA Yahoo Sports Fox News Radio 1 Minute Newscast Fox News Radio 1 Minute Newscast FOX News Podcasts MVS Deportes - David Faitelson, Memo Schutz y Carlos Aguilar MVS Deportes - David Faitelson, Memo Schutz y Carlos Aguilar MVS Radio Grupos de trabajo de CLACSO - GT Grupos de trabajo de CLACSO - GT CLACSO Man Eaters Man Eaters Knock And Run Media California News Today | 2 Min News | The Daily News Now! California News Today | 2 Min News | The Daily News Now! The Daily News Now! Laura Cain After Dark Laura Cain After Dark Laura Cain The Mystic Temple Podcast The Mystic Temple Podcast Mystic Temple Scrolling with Hayley Scrolling with Hayley Hayley Caronia Abraham Hicks Abraham Hicks Abraham Hicks On Air with Ryan Seacrest On Air with Ryan Seacrest iHeartPodcasts Bedtime Stories for Kids|Good Night Tales|Stories of New Beginnings Bedtime Stories for Kids|Good Night Tales|Stories of New Beginnings BabyBus Locked On NBA Draft with No Ceilings Locked On NBA Draft with No Ceilings Locked On Podcast Network DLLS Dallas Cowboys Podcast DLLS Dallas Cowboys Podcast DLLS Sports, ALLCITY Network
UBS On-Air: Market Moves

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UBS On-Air: Market Moves

Client Strategy Office

Washington Weekly Podcast: Housing bill, Primary elections, US-Iran update

June 26, 2026 10:25am 13 min

Shane drops by to reflect on this week’s primary election results and highlight implications to the midterms in November. We also discuss whether the US and Iran can finalize a deal over the next 60 days to end the conf...

UBS On-Air: Paul Donovan Daily Audio 'Tech vibes'

June 26, 2026 2:26am 3 min

Technology stocks have had another episode of weakness, with trading in the South Korean market suspended after an 8% decline. This is still not enough to change perceptions of consumer spending —yesterday’s US data was ...

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...

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