UO UBS On-Air: Market Moves

Podcast

UBS On-Air: Market Moves

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

Website ↗ Last published 9 November 2026 1,333 posts collected by Sputnik

Said on UBS On-Air: Market Moves

“The 10-year yield rose 82 basis points in the third quarter of this year alone. That was the fourth largest quarterly increase in the 10-year Treasury yield in a decade. And much of that move took place in a single month, September, with the 10-year eventually reaching 5.31 in early October. That was the 10-year Treasury yield's highest level since April of 2002, nearly 25 years.” — Frank Sileo, UBS On-Air: Market Moves
Frank Sileo · 6 Nov 2026 Listen →
“Today, duration in the $25 par sector is more than nine years. That's the highest it's been in the nearly 15-year history of the major fixed-rate preferred index. In the five years before 2021, average duration was only about 4.6 years. So the market today has roughly twice the interest rate sensitivity it had before the refinancing surge of 2020-2021.” — Frank Sileo, UBS On-Air: Market Moves
Frank Sileo · 6 Nov 2026 Listen →
“I think AI is an issue that there is a lot of nervousness from members of Congress. They don't want to be seen as not being involved and too hands-off. However, a lot of them recognize that it's the U.S. versus China and the U.S. needs the lead. And how do they help that while putting up, in their mind, safeguards for their local communities?” — Shane Lieberman, UBS On-Air: Market Moves
Shane Lieberman · 4 Nov 2026 Listen →
“I would just be a little bit cautious on translating this into moratoriums. … AI was in the exit polls, but it wasn't number one, two, or three of the issues. And these are still economic development projects, and they can be done in ways that are more convincing to local voters. … So the AI build out continues. The terms will change. … the pricing may be less favorable to the developers, but we still think it gets done.” — Kurt Reiman, UBS On-Air: Market Moves
Kurt Reiman · 4 Nov 2026 Listen →
“Private credit is really not a very different asset class to leveraged loans or … broadly syndicated loans. Essentially the same thing. The main distinction is that private credit firms, they just disintermediate the arranging banks.” — Amir Vardi, UBS On-Air: Market Moves
Amir Vardi · 3 Nov 2026 Listen →
“There is data going back to the 1990s, and no AAA CLO has ever had a default. And even looking forward, it is really difficult to imagine the scenario that even the worst performing CLOs in a very draconian scenario would have a default.” — Amir Vardi, UBS On-Air: Market Moves
Amir Vardi · 3 Nov 2026 Listen →

Hosts

UBS On-Air: Market Moves is hosted by Daniel Cassidy , Paul Donovan , Jason Draho , Burkhard Varnholt , Leslie Falconio , Ulrike Hoffmann-Burchardi , Christopher Swann , Shiavon Chatman , Belinda Peeters , Dan Cassidy , Frank Sileo and Dominic Schagar .

Recent Episodes

  1. 9 Nov 2026

    UBS On-Air: Paul Donovan Daily Audio 'Uncertainty continues'

  2. 9 Nov 2026

    Signal Over Noise: The three math problems AI still needs to solve

  3. 6 Nov 2026

    Top of the Morning: Preferred Securities - Performance & positioning

  4. 6 Nov 2026

    UBS On-Air: Paul Donovan Daily Audio 'Reassessing markets, not economics'

  5. 5 Nov 2026

    Top of the Morning: CEO Macro Briefing Book - Election digestion

    With Paul Hsiao

  6. 5 Nov 2026

    Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 76)

  7. 5 Nov 2026

    UBS On-Air: Paul Donovan Daily Audio 'Shifting expectations'

  8. 4 Nov 2026

    Top of the Morning: Election Day takeaways - Markets, policy & positioning

    With Kurt Reiman and Shane Lieberman

  9. 4 Nov 2026

    UBS On-Air: Paul Donovan Daily Audio 'Five points'

  10. 3 Nov 2026

    Credit Snapshot quarterly update with UBS Asset Management

    With Amir Vardi and Eileen Liu

  11. 3 Nov 2026

    UBS On-Air: Paul Donovan Daily Audio 'The triumph of the optimists'

  12. 2 Nov 2026

    Top of the Morning: The AI Economy 4Q26 update - Part 2

    With Andrew Dubinsky

Guests

Shane Lieberman (71 episodes), Kurt Reiman (36 episodes), Paul Hsiao (31 episodes), Justin Waring (21 episodes), Alejo Czerwonko (20 episodes), Barry McAlinden (20 episodes), Xingchen Yu (19 episodes), Andrew Dubinsky (19 episodes), Sudip Mukherjee (17 episodes), Jeremy Zirin (16 episodes), Jeannine Lennon (15 episodes), Ainsley Carbone (15 episodes), and 156 more.