UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that
A monthly check on US equity market performance and positioning considerations with Jeremy Zirin, Se
German and Spanish preliminary September consumer price inflation is due. Energy prices are a focus
We touch on takeaways from the 2023 voter proxy season, the overall health of the ESG, Sustainable f
The US fiscal farce continues, with government shutdown increasingly likely. A short-lived shutdown
David joins us back in studio to share his thoughts on the shape of the US economy, relative to othe
The World Trade Monitor reported an accelerated drop in July trade volumes (implying a faster drop i
A fireside chat on the current market and macro environment, including thoughts around asset allocat
A quiet data calendar is more of an issue for markets than in the past. The trashing of forward guid
A few months ago, achieving an economic ‘soft landing’ seemed a challenging task. Inflation was well
Our conversation recaps the week that was, including a review of the September Fed policy decision,
As the annual UN General Assembly comes to a close, we recap some notable themes and focuses from th
Our conversation outlines the current landscape for fixed income investors and where to locate oppor
Several central banks have been demonstrating masterful inactivity recently. The world leader at mas
Following the recent BRICS summit in South Africa, we discuss developments and implications surround
The Federal Reserve left rates unchanged (quantitative policy continues to tighten). Fed Chair Powel
Our conversation outlines CIO’s current thinking when it comes to the US energy sector, along with t
We outline some changes to CIO’s Messages in Focus, a set of high-conviction investment narratives t
Today someone with a law degree is going to try an explain to a group of people with English literat
Join the CIO fixed income team every other month for a discussion around the drivers behind asset cl
In the lull before the policy decision storm, the OECD Economic Outlook is published. This will get
