UBS On-Air: Market Moves

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

UBS On-Air: Market Moves is a news podcast hosted by Client Strategy Office, with 300 episodes on record and a Required Pod Score of 80.

Client Strategy Office hosts UBS On-Air: Market Moves, a news show with 300 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  UBS On-Air: Market Moves

  UBS On-Air: Paul Donovan Daily Audio 'Revisions, resilience, and affordability'

  Oct 5, 20266 min

  The US employment report offered few reliable facts for investors, other than the reminder that data is revised a lot. If markets listened to economists with the reverence they deserve, that would not be a surprise. Markets were surprised—revisions suggest a weaker employment position. The sense of an affordability crisis is likely to be reinforced—wage growth after adjusting for inflation is near zero, and after adjusting for inflation perceptions is probably negative.

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  UBS On-Air: Market Moves

  Signal over Noise: The 1999 analogue through the fixed income lens

  Oct 5, 20266 min

  As long-term US Treasury yields have climbed to levels not seen in more than two decades and today's AI investment boom draws comparisons with the internet buildout, the 1999 cycle increasingly offers a useful point of reference. This episode explores the parallels and key differences between the two periods, and examines what rising term premiums and fiscal dynamics could mean for rates and portfolio positioning.

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  UBS On-Air: Market Moves

  UBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'

  Oct 2, 20266 min

  The US employment report has a wide range of estimates around the payrolls data. This is not surprising—labor market data precision is challenged by low response rates and structural changes in the way people work. The general expectation is for an OK report with stable unemployment.

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  UBS On-Air: Market Moves

  Top of the Morning: China at two speeds - Reflections from the ground

  Oct 1, 202616 min

  Xingchen Yu, Senior Investment Strategist from the UBS Chief Investment Office, shares reflections from his latest trip to China, where AI ambition and seamless digital convenience coexist with cautious consumers, fierce competition, and lingering property pressures. Through stories from the ground, he explores an economy moving at two speeds, and what the latest Trump-Xi summit means for a relationship defined by both engagement and strategic competition. Reference Xingchen’s recent blog: Reflections on my latest trip to China, two years on. Host: Daniel Cassidy

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  UBS On-Air: Market Moves

  UBS On-Air: Paul Donovan Daily Audio 'Saving the US consumer'

  Oct 1, 20267 min

  The important point from yesterday’s US data was not the larger-than-expected downward pressures on reported inflation—these are technical changes that US consumers do not experience in their daily struggles with the affordability crisis. The important point was savings. Lowering savings rates are how US consumers keep spending. The savings rate level was revised higher. This suggests savings can pay for tariffs and oil prices for longer.

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