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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
Based on 6 episodes we listened to · September 2026
It connects geopolitical and economic developments to concrete portfolio questions through focused conversations grounded in market data, policy, and investment tradeoffs.
UBS On-Air: Market Moves turns consequential investment questions into orderly conversations with people responsible for strategy, allocation, and market analysis.
A tax bill becomes a sell-or-borrow dilemma, with enough math to make your hunch sit down.
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Short reviews from the PlayNext desk, based on the episodes we processed.
A balanced muni-market discussion of yields, oil, growth, and the Fed.
UBS uses the Municipal Market Guide to place munis inside a broader fixed income slide, where geopolitical risk, higher Treasury yields, and sharply higher oil prices all point in the same direction.
A practical, numbers-first look at selling versus borrowing when cash is needed.
The piece frames tax-season liquidity as a straight choice between selling investments for cash or borrowing to stay invested. Dan Cassidy, Dan Scanzarelli, and Justin Waring keep the focus on the parts that matter: one-month SOFR, the 3% spread that is not fixed, the after-tax…
A measured look at how geopolitics could ripple through oil, growth, labor, and the Fed.
Jason Draho keeps the episode grounded in market implications, treating the U.S.-Iran conflict as one input among several rather than a reason to speculate. The focus stays on what it could mean for oil, growth, labor, and the Fed's decisions this week.
A measured market brief that separates rate shock from growth panic.
The segment gives a calm, data-first read of the selloff. Jason Draho treats it less like a growth warning and more like an inflation-and-rate shock, pointing to equity moves, sector behavior, credit spreads, and Treasury yields.
A sober investor briefing on geopolitics, tariffs, and market impact.
This episode of Across the Pond frames a dense run of geopolitical shocks as a disciplined investor briefing. US tariffs, Iran, Venezuela, and the widening US-Europe split over Russia-Ukraine all stay tied to market impact, the base case, and portfolio implications.
A steady fixed-income briefing that links geopolitical stress, 10-year volatility, and the still-uncertain AI question in credit.
Top of the Morning opens with a fixed income market update and ties it to the March Fixed Income Strategist theme, "Navigating AI Disruption in Credit." Dan Cassidy brings in Leslie Falconeo and Leti Zamedes to talk through Middle East geopolitical stress, 10-year volatility,…
A sober read on a sluggish market that still looks early-cycle beneath the surface.
UBS Asset Management's House Call treats the S&P 500's slow start in 2026 as a market moving beneath the surface. Ed Tran reads it as early-cycle, helped by accommodative fiscal and monetary policy, looser regulation, and soft and hard data that still support the case.
Renewables framed through policy timing, grid demand, and project execution.
This roundtable treats renewable energy as a policy, investment, and infrastructure problem, not a slogan. Dan Cassidy, Tiffany Agard, Jay Dobson, and Chris Leslie move from AI's power demand to electrification and industrial reshoring in the U.S., then into the practical…
Stephen Dubner tests bourbon economics, Alzheimer's research, and money advice against hard data.
Daily business news with Kai Ryssdal, tracking Fed policy, oil shocks, and private credit.
Galloway rotates Office Hours Q&A, Raging Moderates politics, and China Decode geopolitics weekly.
Joel and Matt answer listener money questions weekly in the show's Ask HTM segments.
Brené Brown's long-form conversations linking grief, caregiving, politics, and nonviolence to her vulnerability research.
UBS Asset Allocation Strategist Paul Hsiao discusses current macroeconomic conditions, geopolitical risks from the U.S.-Iran conflict, and the evolving AI investment landscape.
UBS investment strategists analyze the current landscape for emerging market equities, discussing the impact of Middle East geopolitical tensions on oil markets, presenting a bullish case based on strong earnings forecasts and AI innovation, and detailing specific country preferences and risks.
UBS fixed income strategists Leslie Falconio and Leti Zamedes provide a market update, analyzing how Middle East geopolitical tensions are driving Treasury yield volatility and inflation fears, shifting Fed expectations.
The conversation opens on 2026.
UBS CIO strategist Jason Draho analyzes how financial markets are reacting to the ongoing Iran conflict and a surprising hawkish shift in central bank expectations.
Geopolitics comes first.
UBS Senior Governmental Affairs Advisor Shane Lieberman analyzes three major Washington developments: the ongoing U.S.-Iran conflict and its impact on energy markets, the Department of Homeland Security funding lapse, and the legislative battle over the Save America Act.
This episode features UBS experts Sadiq Mukherjee and Andrew Dubinsky discussing the municipal bond market outlook and macroeconomic factors.
Across the Pond looks at a new run of geopolitical shocks and what they could mean for markets.
UBS investment experts Dan Scanzarelli and Justin Waring analyze whether investors needing cash should sell assets (and potentially trigger taxes) or borrow against their portfolio.
Dan Cassidy opens the conversation in studio.
Dan Cassidy interviews UBS economist Andrew Dubinsky about the just-released February jobs report and upcoming inflation data.
Ulrike Hoffmann-Borjadi discusses the high wall of worries at the IMF meetings, focusing on Middle East conflict, inflation, and global economic risks.
Dan Cassidy interviews Peter Wilke from Northern Trust about the impact of geopolitics on investment outlook and the role of real assets in portfolios.
Paul Donovan discusses a ceasefire between Israel and Lebanon, market reactions, and central bank commentary on the economic impact.
UBS Asset Management experts discuss the economic impacts of the Iran war on global markets and asset allocation.
Dan Cassidy and Burkhard Varnholtz discuss how geopolitical tensions in the Middle East are affecting oil prices, stock markets, and bond yields, and what investors should consider.
Artificial intelligence gets treated as an investment test, not a victory lap.
An interview with a portfolio manager analyzing the impact of geopolitical events on global energy markets and the energy transition.
Dan Cassidy hosts a discussion with investment experts on market behavior, geopolitical impacts, and asset allocation strategies.
UBS portfolio managers discuss recent equity market volatility driven by energy prices, trade policy, and tech sector dynamics.
Dan Cassidy hosts a discussion with PIMCO's Dan Hyman and UBS's Leslie Falconio about the impact of Middle East tensions on agency MBS and fixed income markets.
Dan Cassidy interviews Natalie Ademate from Brookfield about how electrification and AI are reshaping global energy markets and investment opportunities.