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UBS On-Air: Market Moves UBS On-Air: Market Moves Client Strategy Office Locked On Royals - Daily Podcast On The Kansas City Royals Locked On Royals - Daily Podcast On The Kansas City Royals Locked On Podcast Network, Jack Johnson, Locked On Podcast Network, Jack Johnson Contractor Talk with Richie Kidwell Contractor Talk with Richie Kidwell Richie Kidwell Beacon Of Hope Church Podcast Beacon Of Hope Church Podcast Beacon Of Hope Church History without Censorship | تاریخ بدون سانسور History without Censorship | تاریخ بدون سانسور تاریخ بدون سانسور Hugo Girard - Sans Limite Hugo Girard - Sans Limite Hugo Girard Radio Prague International - latest broadcast in English Radio Prague International - latest broadcast in English Radio Prague International DJ & PK DJ & PK KSL Podcasts Samuel 牧師的早晨靈修時間 Samuel 牧師的早晨靈修時間 Samuel 牧師 Agência ECCLESIA Agência ECCLESIA Agência ECCLESIA She's All Bach She's All Bach shesallbach Orgasmic Enlightenment with Kim Anami Orgasmic Enlightenment with Kim Anami Kim Anami Flagrant and Funny with Cari Champion and Jemele Hill Flagrant and Funny with Cari Champion and Jemele Hill iHeartPodcasts La Republica - Sin guion La Republica - Sin guion La República South Dakota GFP Podcast South Dakota GFP Podcast SD GFP Bitcoin Well Podcast Bitcoin Well Podcast Bitcoin Well Global News Podcast Global News Podcast BBC World Service Brockton Bay Book Club Brockton Bay Book Club Brockton Bay Book Club Best Drum and Bass Podcast – Hosted by Bad Syntax & Stonx | Neurofunk + DNB Weekly Best Drum and Bass Podcast – Hosted by Bad Syntax & Stonx | Neurofunk + DNB Weekly Best Drum and Bass The Daily Grind with Pastor Jimmy Pruitt The Daily Grind with Pastor Jimmy Pruitt Pastor Jimmy Pruitt Silicon Valley Girl: AI, Tech and Career Growth Silicon Valley Girl: AI, Tech and Career Growth Marina Mogilko The Conquistadors: Exploration, Greed, and Destruction — Fexingo History The Conquistadors: Exploration, Greed, and Destruction — Fexingo History Fexingo Daily Cyber Threat Brief Daily Cyber Threat Brief Simply Cyber Media Group Abbeville Institute Media Abbeville Institute Media The Abbeville Institute Payoff Pitch Payoff Pitch iHeartPodcasts Purple Daily - A Minnesota Vikings Podcast Purple Daily - A Minnesota Vikings Podcast SKOR North يستحق الانتباه يستحق الانتباه BBC Arabic Radio Sejarah Islam Sejarah Islam Yandi 台灣向前行 台灣向前行 民視新聞 Formosa TV News 微习惯-书籍分享 微习惯-书籍分享 终身都要成长 Giro Bitcoin Giro Bitcoin Paulo Aragao Locked On 76ers - Daily Podcast On The Philadelphia Sixers Locked On 76ers - Daily Podcast On The Philadelphia Sixers Locked On Podcast Network, Keith Pompey, Kayla Santiago 静言股市 静言股市 静言股市 Die Radio Steiermark-Journale Die Radio Steiermark-Journale ORF Radio Steiermark Talking Talmud Talking Talmud Yardaena Osband & Anne Gordon Just The Tip-Sters: True Crime Podcast Just The Tip-Sters: True Crime Podcast Melissa Morgan, Bleav Talking Tech w/ Wayne Talking Tech w/ Wayne Wayne Hunter
UBS On-Air: Market Moves

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UBS On-Air: Market Moves

Client Strategy Office

Washington Weekly Podcast: SCOTUS testimony, Confirmation hearings, US-Iran

July 17, 2026 9:59am 12 min

Following a busy week up on Capitol Hill, Shane reflects on the testimonies of Supreme Court Justices Elena Kagan and Amy Coney Barrett before the House Appropriations Committee, along with the Senate confirmation hearin...

Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook

July 17, 2026 8:05am 17 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 'The politics of price expectations'

July 17, 2026 1:15am 3 min

US Michigan consumer sentiment data is a weak economic signal. It does have political punch, via the inflation expectations measure. Consumers focus on the price of frequent purchases (food and fuel), and tend to fixate ...

Across the Pond: From conflict to compromise - What a Middle East deal could mean for markets

July 16, 2026 1:11pm 24 min

Hostilities in the Middle East have flared up again, disrupting shipping and renewing concerns about energy prices, inflation, and global growth. But both the US and Iran still have powerful economic and political incent...

Top of the Morning: Life insurance as part of a broader legacy plan

July 15, 2026 9:17am 14 min

Traditional IRAs can be powerful retirement savings vehicles, but they may not always be the most tax-efficient asset for beneficiaries to inherit. Ainsley Carbone and Justin Waring join to discuss one strategy that may...

UBS On-Air: Paul Donovan Daily Audio 'Prices and productivity'

July 15, 2026 1:35am 3 min

Federal Reserve Chair Warsh testified to Congress—at times sounding like a Bundesbank member, with a vehement denunciation of inflation. Warsh was keen to say the Fed was solely responsible for inflation—that is challeng...

Top of the Morning: Summer rally setup for preferreds

July 14, 2026 10:50am 9 min

Frank drops by for a performance update and outlook for the preferreds market, including a look at positioning considerations and recommendations, and what to be mindful of when it comes to the interest rate environment....

UBS On-Air: Paul Donovan Daily Audio 'Free or fee'

July 14, 2026 1:43am 2 min

US President Trump had declared the Strait of Hormuz open for free. Now Trump has declared it open for a 20% fee. Shipping data suggests there was less-than-universal belief in free safe passage through Hormuz on Monday....

Top of the Morning: CIO Strategy Snapshot - Summer check-up

July 13, 2026 2:57pm 17 min

Jason rejoins to weigh in on recent market activity and drivers, spanning geopolitics, to the Fed, to macro data. Plus, thoughts on this week’s key inflation data, Congressional testimony from Fed Chair Kevin Warsh, the...

UBS On-Air: Paul Donovan Daily Audio 'Here we go again'

July 13, 2026 9:28am 2 min

The US declared the Strait of Hormuz open. Iran declared the Strait of Hormuz closed. Investors have responded with a muted reaction. Oil prices are up, but not in an economically meaningful way. Shipping traffic volumes...

Signal over Noise: Beyond the IPO: Five signals of long-term success

July 13, 2026 8:31am 6 min

This episode explores what drives the variation in IPO performance. Drawing on 45 years of post-IPO data, it examines what separates the small group of major wealth-creating IPOs from the average new listing, which often...

Washington Weekly Podcast: US-Iran, NATO summit, Congress

July 09, 2026 10:06am 12 min

Shane drops by for a timely update on renewed strikes between the US and Iran, and how the conflict might evolve from here. We also touch on takeaways from this week’s annual NATO summit, and look at where Congress stan...

UBS On-Air: Paul Donovan Daily Audio 'Could go up, could go down'

July 09, 2026 1:52am 3 min

Fresh US-Iran hostilities pushed oil prices higher, to levels experienced when the memorandum of misunderstanding was signed (10% above pre-war levels). Markets question the strength of the US position, allowing the opti...

Across the Pond: UK politics in flux

July 08, 2026 1:47pm 20 min

The UK is once again in the spotlight, with another leadership transition as Keir Starmer steps down less than two years after winning a substantial majority and Andy Burnham emerges as the clear frontrunner. But with t...

Top of the Morning: Legislative roundup, Midterm elections, & America 250

July 08, 2026 8:45am 28 min

Kurt and Shane rejoin for a timely roundup of DC-related topics, including an inventory of legislative focuses of Congress (including a look at what may be achieved ahead of the summer recess), potential outcome scenario...

UBS On-Air: Paul Donovan Daily Audio 'More misunderstandings'

July 08, 2026 2:00am 3 min

US attacks on Iran follow from Iranian attacks on Strait of Hormuz shipping. It is not a great look for the memorandum of misunderstanding. Oil futures prices rose—to levels not seen for two weeks. A stronger reaction ha...

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 66)

July 07, 2026 11:55am 10 min

Fresh off summer holiday travels across Nordic countries, Burkhard rejoins the podcast to reflect on his experiences, and weighs in on the condition of the region’s economies and markets. Plus, as the World Cup tourname...

Top of the Morning: US Financials - Stress test results & earnings preview

July 07, 2026 9:26am 12 min

Jeff and Barry join to provide reflections and takeaways from the Federal Reserve’s 2026 annual stress test results for US banks and financial institutions (through an equity and credit lens). Plus, a preview of the upc...

UBS On-Air: Paul Donovan Daily Audio 'Political interference'

July 07, 2026 2:22am 3 min

Politics can influence which economic data is considered important. Today’s US trade data is not economically significant, but in the trade tariff era it has assumed political importance. US exports should benefit from o...

Talking Markets Podcast with Bill Sterling of GW&K Investment Management

July 06, 2026 12:03pm 10 min

Bill Sterling serves as Global Strategist at GW&K Investment Management. Bill shares his thoughts on a range of factors top of mind for investors and that are influencing market momentum as we have reached the midpoint ...

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