UBS On-Air: Market Moves

• Washington Weekly Podcast: Healthcare, Defense, Congressional stock trading

  As we close out the series for 2025, Shane drops by for a Capitol Hill roundup as we cover developments surrounding Congressional votes on healthcare legislation, and the National Defense Authorization Act. Plus, some thoughts on renewed bipartisan efforts to ban Congressional stock trading. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs U.S. Host: Daniel Cassidy

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• UBS On-Air: Paul Donovan Daily Audio 'Dissent and discontent'

  The Federal Reserve once again mimicked the style of the Bank of England. There were multiple dissents. Governor Miran presumably has a bleak outlook, with his attempts at aggressive rate cuts getting rejected again. Two Fed Presidents voted for unchanged rates, presumably reflecting concern about the rising US cost of living. The dissents suggest the next Fed Chair may have difficulty asserting control over policy, especially if they command less respect in the Fed and markets.

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• Top of the Morning: U.S. macro update & FOMC takeaways

  Paul drops by for timely reflections on the December FOMC meeting and provides a health-check on the U.S. economy. We also cover upcoming data-points of interest through year-end, along with expectations for monetary policy in 2026. Featured is Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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• UBS On-Air: Paul Donovan Daily Audio 'One Federal Reserve, many voices?'

  The Federal Reserve’s December 2025 policy decision is finally revealed. The Fed has seemingly not attempted to change general expectations of a rate cut. Conspiracy theorists might suggest not delaying the meeting until the release of employment data implies Fed Chair Powell is confident about cutting—but there is likely to be some dissent. Dissent may cause trouble for Powell’s successor, if they command less respect than Powell.

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• Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 54)

  On this week’s episode of Viewpoints, Burkhard talks about the renaissance of European stocks and banks, and spotlights the roaring markets and economies of Portugal, Italy, Ireland, Greece and Spain. Plus, some highlights from a cycling journey which spanned Zurich to the Italian city of Genua.

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