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UBS On-Air
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
UBS On-Air: Paul Donovan Daily Audio 'Dealing with the decidedly dull'
UBS economist Paul Donovan argues that the ECB's leadership succession will be decided by political horse-trading among governments rather than by economic expertise, with national interests likely…
Top of the Morning: FOMC reflections & US economic update
UBS strategist Andrew Dubinsky reviews the Fed's October hold, which was not a surprise but drew two dissents in favour of a hike, and argues the broad support for pausing reflected a compromise in…
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 75)
Burkhard Varnholt of UBS discusses the European equity outlook, arguing that strong earnings momentum should persist and that European markets trade about a third below the US despite lower bond…
UBS On-Air: Paul Donovan Daily Audio 'Mundanity upon mundanity'
UBS economist Paul Donovan's daily audio reviews a quiet Fed meeting: rates were held, two dissenters voted, and the press conference hinted at fewer meetings next year, which Donovan criticises as…
House Call: Talking Equity Markets with UBS Asset Management
Jeremy Zirin of UBS Asset Management argues that the US equity bull market is volatile but likely to persist, supported by strong Q3 earnings that are beating estimates and broadening across all 11…
Talking Markets (Powering the AI revolution) with Tyler Rosenlicht (Cohen & Steers)
Tyler Rosenlicht of Cohen & Steers argues that long-term energy demand is rising, not falling, as data centers, AI, electrification and reindustrialization push against the assumption that energy…
UBS On-Air: Paul Donovan Daily Audio 'The Fed – mime versus meme'
Paul Donovan's UBS On-Air daily audio argues that the Federal Reserve's communication is hard to read, using the framing 'mime versus meme'.
Fixed Income Conversation Corner with Lotfi Karoui (PIMCO) and Leslie Falconio (UBS CIO)
Lotfi Karoui of PIMCO and UBS CIO Leslie Falconio discussed the fixed income outlook, centred on the Fed's hawkish repricing and whether bonds again hedge equity risk.
Top of the Morning: The AI Economy 4Q26 update - Part 1
Paul Hsiao of UBS discusses the AI economy in this 4Q26 update, centring on hyperscaler capital spending.
UBS On-Air: Paul Donovan Daily Audio 'Policy, promises, and affordability'
Paul Donovan's UBS On-Air daily audio covers four threads.
Top of the Morning: CIO Strategy Snapshot - An assessment of recent market pricing
UBS CIO Jason Draho reviews recent market moves, noting the S&P 500 fell 0.5% and the Nasdaq 0.8% last week while the Russell 2000 rose 2%, with heavy rotation from AI beneficiaries into defensives…
UBS On-Air: Paul Donovan Daily Audio 'Optimism, of a sort'
UBS economist Paul Donovan argues that Trump's weekend remarks on Iran matter less to markets than headlines suggest, because domestic US politics will constrain escalation; he points to rising US…
Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
David Lefkowitz walks through the monthly CIO Equity Pulse outlook for UBS, arguing that AI demand remains intact because GPU rental prices are still rising, while the sector is later in its cycle…
UBS On-Air: Paul Donovan Daily Audio 'Who cares about technology?'
Paul Donovan argues that recent volatility in AI-related technology stocks is not yet a macro concern for the US consumer, because wealth effects only shape the economy if they change spending…
Washington Weekly Podcast: Election Day countdown, Geopolitics, Fraud awareness
Shane Lieberman argues that Democrats are very likely to win control of the House in the midterms, using campaign spending shifts as a clearer guide than polls.
UBS On-Air: Paul Donovan Daily Audio 'Oil and bonds'
Paul Donovan's UBS On-Air daily audio covers oil prices and bond markets, linking energy costs to the broader macro outlook.
Top of the Morning: CEO Macro Briefing Book Q4 update
UBS strategist Paul Hsiao walks through the firm's Q4 macro briefing, arguing the US economy is not necessarily late-cycle despite high rates and inflation, since the cycle has lengthened and the…
Fixed Income Conversation Corner with Lindsay Rosner (GSAM) and Leslie Falconio (UBS CIO)
Lindsay Rosner (GSAM) and Leslie Falconio (UBS CIO) argue that the market is pricing too many Fed hikes, with Rosner expecting no move in October, a December hike, and possibly one more early next…
UBS On-Air: Paul Donovan Daily Audio 'Up we go again'
Paul Donovan argues that the latest oil shock, with Brent above $110 a barrel after attacks on shipping in the Strait of Hormuz and concerns over depleted US oil reserves, matters for markets mainly…
UBS On-Air: Paul Donovan Daily Audio 'Market wobbles and economic stability'
Paul Donovan's daily UBS On-Air episode argues that recent market wobbles, including a selloff in Asian equities after a newly launched data center's share price fell, will have limited effects on…