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UBS On-Air: Market Moves UBS On-Air: Market Moves Client Strategy Office Missing Persons Mysteries Missing Persons Mysteries Steve Stockton The Moscow Murders and More The Moscow Murders and More Bobby Capucci Signals From Mars Podcast Signals From Mars Podcast Victor M. Ruiz UN News - Global perspective Human stories UN News - Global perspective Human stories United Nations WAPL Mornings with Laura Lee & Cutter WAPL Mornings with Laura Lee & Cutter Laura Lee and Cutter FFPC Insider Access FFPC Insider Access Eric Balkman CORN DOWN Prank Calls CORN DOWN Prank Calls dragonmere El podcast de Maria Lopez El podcast de Maria Lopez Maria Lopez Conversations on Sex, Addiction, and Relationships Conversations on Sex, Addiction, and Relationships Timzi9 Locked On Bears - Daily Podcast On The Chicago Bears Locked On Bears - Daily Podcast On The Chicago Bears Locked On Podcast Network, Lorin Cox The Brian Lehrer Show The Brian Lehrer Show WNYC Boxing with Mannix and Mora Boxing with Mannix and Mora Chris Mannix The Baseball Prospectus Podcast Network The Baseball Prospectus Podcast Network Bret Sayre RADIO KULTURAEUROPA RADIO KULTURAEUROPA RADIO KULTURAEUROPA Healing TRAUMA Healing TRAUMA Kimberly's Hope LLC Capturing Light - A Director of Photography's Podcast Capturing Light - A Director of Photography's Podcast Director of Photography, Cinematography, Lighting, Filmmaking, and Digital Video Bucky & BK Bucky & BK Texas Football Spokane News Today | 2 Min | The Daily News Now! Spokane News Today | 2 Min | The Daily News Now! The Daily News Now! Locked On Raptors - Daily Podcast On The Toronto Raptors Locked On Raptors - Daily Podcast On The Toronto Raptors Locked On Podcast Network, Sean Woodley Wake Up Classy 97 The Podcast Wake Up Classy 97 The Podcast Josh Tielor & Chantel Tielor - Classy 97 KLCE Talkin' Baseball (MLB Podcast) Talkin' Baseball (MLB Podcast) Jomboy Media Texas Standard Texas Standard Texas Standard The Legal Podcast Network The Legal Podcast Network The Legal Podcast Network (LPN) HER Extraordinary LIFE By Design HER Extraordinary LIFE By Design Leslie Gaudet AI Security Ops AI Security Ops Black Hills Information Security Bluff City Media Podcast Network Bluff City Media Podcast Network Bluff City Media Celtic AM Celtic AM Hamish Carton New York Rangers News Today | 2 Min News | The Daily News Now! New York Rangers News Today | 2 Min News | The Daily News Now! The Daily News Now! Flavor Balance HEAT! Hot Sauce Podcast Flavor Balance HEAT! Hot Sauce Podcast Spike and Zac and Claire Canucks Central Canucks Central Sportsnet THE Bitcoin Podcast THE Bitcoin Podcast Walker America Dallas News Today | 2 Min News | The Daily News Now! Dallas News Today | 2 Min News | The Daily News Now! The Daily News Now! Tale of The Manticore, a Dark Fantasy Dungeons & Dragons Audiodrama Tale of The Manticore, a Dark Fantasy Dungeons & Dragons Audiodrama Tale Of The Manticore Super Moscato Show Super Moscato Show RMC The Ben Shapiro Show The Ben Shapiro Show The Daily Wire At the Movies Again: Siskel & Ebert Movie Reviews At the Movies Again: Siskel & Ebert Movie Reviews Brett Arnold
UBS On-Air: Market Moves

All

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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