UBS On-Air: Market Moves

Solita Marcelli, Global Head of Investment Management at UBS GWM, & Henry McVey, Head of Global Macro and Asset Allocation, and CIO of KKR’s Balance Sheet, share their views on the rest of 2026 and beyond, exploring key opportunities and risks across public and private markets. They touch on the impact of artificial intelligence, structural market shifts, the latest developments in private credit, and more.

We discuss how artificial intelligence (AI) is impacting credit markets, along with the drivers behind fixed income sector performance throughout February. Plus, a look at fixed income positioning recommendations. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, and Barry McAlinden, Senior Fixed Income Strategist Americas. Host: Daniel Cassidy

The 250 years of US innovation publication series highlights examples of how transformational innovation has been an engine of US economic growth since the nation’s founding. Today, we explore the history and application of the semiconductor and microchip. Featured are Kurt Reiman, Head of Fixed Income Americas, and Kevin Dennean, US Technology & Communications Services Equity Sector Strategist, UBS Chief Investment Office. Host: Daniel Cassidy

Assorted provinces of the Euro empire will be releasing their flash February consumer price inflation data. There is little expectation for any drama in this data. The overall inflation picture in Europe is benign, and there is no real sense of an affordability crisis—for the most part, European policies have not added to inflation, high frequency purchases like food have modest price increases, and electricity prices are even falling (a concept US consumers may struggle to comprehend).

Torsten rejoins Jason to exchange thoughts on the health and direction of the U.S. economy, the road ahead for monetary policy (along with the implications of new Fed leadership), AI disruption, and overall market risk considerations. Featured are Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and Torsten Slok, Partner and Chief Economist with Apollo Global Management