UBS On-Air: Market Moves

South Korea announced a price cap for some petroleum products, as crude oil prices rose above USD 100 a barrel. An oil price shock does not have to be a price and growth shock— the pain may be taken in fiscal policy. The G7 is apparently considering an emergency use of strategic oil reserves, but that is a temporary fix.

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 8 March 2026.

Nic Janvier serves as Head of Equities for North America at Columbia Threadneedle Investments. Nic shares his take on the current landscape for U.S. equities, including performance drivers, sector preferences, and risk considerations. We also share an outlook for U.S. equities, reflect on the Q4 earnings season, and touch on ex-US equities. Host: Daniel Cassidy Recorded on 02.24.26.

An assessment of U.S. labor market health following the February employment report, along with a look at the U.S. inflationary environment ahead of next week’s February inflation data. Featured is Andrew Dubinsky, Senior U.S. Economist, UBS Chief Investment Office. Host: Daniel Cassidy

Geopolitical crises have generally caused only fleeting market setbacks. But could the US-Israeli airstrikes on Iran be among a handful of historic exceptions? Disruptions to oil and gas flows out of the Middle East could be especially damaging for Europe, where reliance on imported energy is high. And this is just part of a historic overhaul of US foreign policy under President Trump that has forced Europe to consider a more independent defense policy. To unpack the implications, hosts Christopher Swann and Belinda Peeters are joined by the CIO’s top geopolitical thinkers, Dirk Effenberger and Kurt Reiman. Will the shockwaves fade, or are we entering a period of sustained disruption? And how can investors navigate these troubled waters?