UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that
China’s industrial profits grew in December, with profit margins seemingly more or less stable. This
We provide a performance update and outlook for the municipal bond market, along with share views on
The Bank of Japan raised interest rates a quarter point, as had been signaled in the media in advanc
Jason and Paul rejoin in-studio to share their revised assessment as to whether the US economy is st
Japan’s December trade data had weaker imports and stronger exports than had been expected. Exports
On the first episode of Viewpoints for 2025, Burkhard shares some boots-on-the-ground perspective fr
Amantia rejoins the conversation in-studio to share some thoughts around the implications of recentl
UK government borrowing rose in December. Higher interest payments on inflation-linked debt were a s
As President Trump’s second term is now underway, Jason performs a “fit check” assessment of the US
South Korea’s trade data for the first 20 days of January showed a decline in exports—there were mor
Will Trump's policy changes lead to near-term market volatility? Can earnings season stay solid
German December producer price inflation is due. This is not normally a major market concern, but a
Amid the woes, where are the opportunities in Europe’s car industry? President-elect Trump has thre
US Treasury Secretary-nominee Bessent is a more orthodox cabinet nominee. Yesterday’s confirmation h
Our first conversation of the year begins with thoughts around the recent rise in yields, along with
Yesterday’s US consumer price inflation data was benign. Consumer durable goods prices fell for a ma
US December consumer price inflation should show modest headline gains. It is worth distinguishing i
Leslie rejoins the podcast to share CIO’s outlook for fixed income in 2025, including thoughts aroun
Markets have reacted to media reports suggesting that the next US administration will impose trade t
What does a combination of good economic data and higher rates mean for the markets? Following a st
