UBS Trending

Épisodes

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  Inside the US economy | UBS Trending Extra 24.07.2026 2min

  The latest CEO Macro Briefing Book examines growth, inflation, rates, and policy risks. UBS CIO's Paul Hsiao explains what business leaders should know as economic conditions continue to evolve. To watch this episode and more, please visit ubs.com/studios.
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  Earnings momentum builds this Q2 | UBS Trending Extra 23.07.2026 1min

  UBS CIO's Matt Tormey breaks down the key themes heading into second-quarter earnings season, including broad-based profit growth, improving manufacturing trends, and corporate guidance.
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  Have Emerging Markets become an AI trade? 21.07.2026 10min

  Taiwan and Korea are powering a historic emerging markets rally fueled by semiconductors and AI. But with three chip companies outweighing entire countries, investors are asking: How much further can it go?
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  UBS Road to the Midterm Elections: Policy, Fed, and what’s next 16.06.2026 13min

  How will US midterm elections shape markets and policy? J.P. Morgan Asset Management’s Dr. David Kelly shares insights on divided government, fiscal gridlock, inflation risks, geopolitics, and what the Fed may do next.
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  UBS Road to the Midterm Elections: Policy, Fed, and what’s next 16.06.2026 13min

  How will US midterm elections shape markets and policy? J.P. Morgan Asset Management’s Dr. David Kelly shares insights on divided government, fiscal gridlock, inflation risks, geopolitics, and what the Fed may do next.
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  Policy pressure, power and markets 08.06.2026 13min

  PIMCO’s Libby Cantrill breaks down geopolitics, policy pressure, consumer impact, and what it means for markets and the midterm elections outlook.
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  UBS Trending Extra: Q1 Earnings—A True Team Performance 05.06.2026 1min

  Corporate America delivered a championship-level Q1, with profit growth topping 17%—the fastest in four years. AI led the way, but strength was broad-based, boosting confidence for US equities even as market volatility persists. 
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  What the bond market is saying 04.06.2026 12min

  A look at rates, the Fed, credit spreads and where fixed income opportunities may be emerging now.
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  Navigating markets in uncertain times 01.06.2026 1min

  From energy prices to Fed policy and inflation fears, Invesco’s Brian Levitt breaks down key risks and what they mean for investors.
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  Will AI take jobs? 29.05.2026 10min

  UBS Economist Andrew Dubinsky examines whether AI will cut jobs or boost growth, exploring labor risk, productivity gains, and lessons from past tech revolutions.
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  True conversations that shape legacy 28.05.2026 9min

  How can families build trust, share values, and prepare for the future? UBS's Judy Spalthoff reveals the importance of open conversations amongst family members and why they matter to its legacy.
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  How are Venezuela and Cuba positioned now? 27.05.2026 11min

  Venezuela’s new leadership, debt talks, and US cooperation are reshaping the country—and maybe the region. Alejo Czerwonko explains what’s changed, what’s next, and what it means for investors.
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  The future of resources… or the lack thereof 22.05.2026 11min

  From the Strait of Hormuz to battery metals, resource risks and opportunities are changing fast. Paul Baiocchi breaks down what every investors need to know about real assets, scarcity, and the hidden themes shaping the future.
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  UBS Road to the Midterm Elections: Policy, markets, and what matters most 19.05.2026 18min

  Tune into this timely discussion on the 2026 US midterm elections to explore what’s at stake, how policy shifts could affect markets, and what investors should watch. Learn more at ubs.com/ElectionWatch.
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  Inside the Great Wealth Shift 18.05.2026 13min

  With $83 trillion on the move, families face new challenges and opportunities. Libby Stantial with UBS reveals why the next generation is focused on stewardship, not just inheritance.
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  UBS Trending Extra: Will the Iran War cause a recession? 14.05.2026 1min

  Iran War is still in uncertainty while markets are moving aggressively—what’s driving the action? Paul Hsiao, Senior Asset Allocation, CIO at UBS breaks down the data for the latest trends and where he sees opportunity for investors.
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  UBS Trending Extra: Fertilizer & the Strait of Hormuz 13.05.2026 2min

  Strait of Hormuz tensions, fertilizer supply, and spring uncertainty—discover how these forces could impact energy, agriculture, and investment opportunities this season.
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  The power of direct indexing 11.05.2026 12min

  Direct indexing is changing the game for after-tax investing. We break down why taxes matter, how direct indexing works, and who can benefit most—plus the latest data and strategies for investors.
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  Focusing on what’s ahead in fixed income 07.05.2026 11min

  UBS Head of Fixed Income, CIO Leslie Falconio joins Anthony Pastore to break down the latest on rates, spreads, quality in credit, and what a new Fed chair could mean for volatility. Where should investors be positioned in fixed income now?
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  UBS Trending Extra: Tax cuts and gas prices 05.05.2026 1min

  How much are tax cuts boosting household cash—and are higher gas prices taking it right back? UBS CIO Economist, Andrew Dubinsky breaks down the numbers, the impact on spending, and what to watch next for the US economy.