UBS On-Air: Market Moves

Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance and positioning update across fixed income sub-sectors. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, Sudip Mukherjee, Senior Municipal Strategist Americas, along with Senior Fixed Income Strategists’ Barry McAlinden, Frank Sileo, & Letty Zemaitis, from the UBS Chief Investment Office.

Fresh off the release of the December employment numbers, Paul drops by to reflect on the data and health checks the U.S. labor market. Plus, a look at growth expectations for the U.S. economy in 2026, and an outlook for monetary policy against the current macro backdrop. Featured is Paul Hsiao, Asset Allocation Strategist, UBS Chief Investment Office. Host: Daniel Cassidy

German industrial production was stronger than expected and (of course) previous data was revised stronger too. November exports were weaker, but US importers have been scrambling to minimize their tax liabilities which has distorted normal patterns of trade.

Affordability remains in focus. US President Trump pledged yesterday to prevent institutional investors buying single family homes, explicitly because of affordability. This follows a series of reversals on highly visible tariffs. These are single issue policies—aimed at tackling narrow problems, rather than being a part of a broader platform.

Following the developments over this past weekend in Venezuela, Senior Emerging Markets Strategist, Alberto Rojas, joins for a timely conversation to explain what factors should be considered against a backdrop of complexity and uncertainty. Featured is Alberto Rojas, Senior Emerging Markets Strategist, UBS Chief Investment Office. Host: Daniel Cassidy