UBS On-Air: Market Moves

• UBS On-Air: Paul Donovan Daily Audio 'Twelve billion dollars'

  Germany’s October trade surplus was larger than expected, principally because of a steeper fall in import demand. Globally, trade away from the US remains robust and (more or less) normal.

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• Top of the Morning: CIO Strategy Snapshot - Running it hot

  We preview this week’s economic data releases, along with the December FOMC meeting. Plus, a look at some potential market-moving events to watch out for through year-end, and thoughts on what factors are supporting the equity rally as indexes once again approach record levels. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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• UBS On-Air: Paul Donovan Daily Audio 'One trillion dollars'

  China’s trade surplus exceeded one trillion US dollars in the 11 months to November. Round numbers do not matter in economics, but trends do. This surplus will help China meet its official growth target, compensating for somewhat lackluster domestic demand.

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• Signal over Noise with Ulrike Hoffmann-Burchardi

  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 7 December 2025.

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• How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)

  As 2025 draws to a close, we cap off the year with Rich and Jason exchanging expectations for the market and macro environment in 2026 - including thoughts on the role of the Fed. Plus, a look at positioning preferences heading into the new year. Featured are Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and Richard Bernstein, Founder, Chief Executive Officer and Chief Investment Officer of Richard Bernstein Advisors (RBA). Host: Daniel Cassidy

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