Claim OwnershipUBS On-Air: Market Moves
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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
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Economic theory often assumes perfect information. This is obviously only true in economic fantasies. Social media and fake news risk distorting real-world market prices. The Gulf war is contributing to this, with governments seeking to influence social media influencers and television reports, or not giving out information at all. This encourages fake news and risks discrediting accurate information, undermining market pricing
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on what’s the signal, and what’s just noise in the markets. Recorded on 15 March 2026.
The US government’s views on the Gulf war and its consequences seem to be contradictory. US Treasury Secretary Bessent said the Strait of Hormuz was not being mined—later clarified by officials to mean that it probably was. US President Trump asserted US strength as an oil producer, then called for emergency intermeeting rate cuts (a crisis measure to prevent imminent recession). Iranian policy is consistent—the strait will remain closed.
The IEA announced it would orchestrate a record release of oil from strategic petroleum reserves. Another three ships were attacked in the Gulf. Oil prices rose over USD100/barrel. In the absence of a coherent US strategy to reopen the Strait of Hormuz, investors are likely to focus on Iranian actions as the market driver.
A roundtable discussion on growing global demand and application trends in renewable energy and infrastructure, along with a look at technological innovations and investment considerations associated with these themes. Tiffany Agard, from the UBS CIO Investment Management Sustainable & Impact Investing team, is joined by Jay Dobson, UBS CIO Energy & Utilities Equity Strategist, and Chris Leslie, Senior Managing Director, Green Investments, at Macquarie Asset Management.
The US administration’s current communication strategy is not entirely clear, but the consequence is volatility in financial markets. US Defense Secretary Hesgeth’s claims of escorting tankers through the Strait of Hormuz were denied. US President Trump’s warning against Iran mining the strait seemingly offered little deterrent. If the strait is mined, oil prices may stay higher for longer. IEA proposals to release a record quantity of strategic oil reserves kept oil prices calmer.
Join Ed Tran, Portfolio Manager with the Private Client U.S. Equity Team at UBS Asset Management, as he shares a performance update for US equities. Host: Dominic Schagar, Senior Equity Investment Specialist. Recorded on 18.02.26
US President Trump declared the war with Iran was “very complete, pretty much”. The vagueness of the war objectives and Trump’s tendency to reverse more dramatic policy positions meant markets had anticipated signals the US would seek to end the war soon – but investors limited conviction. The statement provoked a market reaction, though the lack of confirmation from other administration officials, and Iran’s response, have limited that reaction.
South Korea announced a price cap for some petroleum products, as crude oil prices rose above USD 100 a barrel. An oil price shock does not have to be a price and growth shock— the pain may be taken in fiscal policy. The G7 is apparently considering an emergency use of strategic oil reserves, but that is a temporary fix.
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on what’s the signal, and what’s just noise in the markets. Recorded on 8 March 2026.
Nic Janvier serves as Head of Equities for North America at Columbia Threadneedle Investments. Nic shares his take on the current landscape for U.S. equities, including performance drivers, sector preferences, and risk considerations. We also share an outlook for U.S. equities, reflect on the Q4 earnings season, and touch on ex-US equities. Host: Daniel Cassidy Recorded on 02.24.26.
An assessment of U.S. labor market health following the February employment report, along with a look at the U.S. inflationary environment ahead of next week’s February inflation data. Featured is Andrew Dubinsky, Senior U.S. Economist, UBS Chief Investment Office. Host: Daniel Cassidy
Geopolitical crises have generally caused only fleeting market setbacks. But could the US-Israeli airstrikes on Iran be among a handful of historic exceptions? Disruptions to oil and gas flows out of the Middle East could be especially damaging for Europe, where reliance on imported energy is high. And this is just part of a historic overhaul of US foreign policy under President Trump that has forced Europe to consider a more independent defense policy. To unpack the implications, hosts Christopher Swann and Belinda Peeters are joined by the CIO’s top geopolitical thinkers, Dirk Effenberger and Kurt Reiman. Will the shockwaves fade, or are we entering a period of sustained disruption? And how can investors navigate these troubled waters?
The US labor market remains the critical driver of the US economy. In 2025, US consumers spent more and saved less of their income to afford tariffs. That requires job security. The US labor market is not strong enough to create significant pay pressures—we are very, very far from 1973—but is good enough to give consumers the confidence to spend.
Against a backdrop of geopolitical uncertainty and fluidity, we discuss how investors should position, along with a review of key catalysts and risks. Plus, key takeaways from the ongoing China Two Sessions. Featured are Xingchen Yu, Emerging Markets Strategist Americas, and Laura Smith, Investment Specialist, UBS Chief Investment Office. Host: Daniel Cassidy
Join Ted Galgano and Jeannine Lennon, Senior Municipal Strategists from the UBS Chief Investment Office, for an update on California’s credit fundamentals and an outlook for its municipal issuers.
US Treasury Secretary Bessent signaled US importers could expect to pay a 15% tariff. US President Trump had mentioned this, but endorsement by an administration official adds credibility. The effect is not necessarily to raise inflation but—because tariff composition differs from the illegal IEEPA tariffs—could keep inflation rates higher for longer. Tariff reductions are not passed on to consumers the way tariff increases are.
We examine what’s happening across emerging markets, and review the external and domestic drivers that are supporting the asset class. Plus, an assessment of key investment risks to be mindful of. Featured is Alejo Czerwonko, CIO for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy
US President Trump said that the US International Development Finance Corporation will offer to insure tankers in the Gulf, and the US Navy will escort tankers through the Strait of Hormuz as soon as possible. It is not clear how the former would operate, or how soon the later would happen. Markets seem unenthusiastic about this, with oil prices higher and Asian equities lower. Trump seems politically sensitive to oil prices in the context of the US affordability crisis—gasoline prices disproportionately impact inflation perceptions. Trump’s sensitivity might be important in judging the length of the war.
Brian Levitt serves as Chief Global Market Strategist and Head of Strategy & Insights at Invesco. Brian shares his take on a wide range of topics that have recently influenced investor sentiment and moved markets, including geopolitical factors, the impacts of artificial intelligence, the course for monetary policy, and more. We also share an outlook for the U.S. economy and discuss asset allocation considerations. Host: Daniel Cassidy Recorded on 03.02.26.
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Not once has anyone addressed the issue of people who have seen their portfolios take nose dive, but who are older and have a time line of perhaps 5-7 years IF healthy. What is the best strategy? We are UBS clients, but have not been contacted by our financial advisor.