HeyJaredUBS On-Air: In the Now
UBS On-Air: In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else
- Indexed episodes, last 90 days
- 46
- Latest publication
- Sep 8, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
House View Daily | Look beyond rates to gold’s long-term support (opens the original)
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Gold may face near-term pressure from higher interest rates and a stronger US dollar, but we believe its long-term investment case remains intact. Robust central bank buying, fiscal concerns, and demand for protection against inflation and geopolitical risks reinforce its role as a portfolio diversifier.
House View | Jumpstart (opens the original)
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Welcome to CIO Jumpstart, your guide to the main market events coming up in the week ahead. Today we ask the following three questions: 1. Will inflation temper the Fed’s hawkish turn? 2. Will the ECB signal that its hiking cycle will be limited? 3. Can market gains continue to broaden beyond technology?
House View Daily | What a more hawkish Fed means for investors (opens the original)
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Economic growth has stayed resilient, earnings are strong, and AI-related investment continues to support activity. Against that backdrop, the possibility of rate hikes has increased, supported by comments from Fed officials that inflation may not be moving down fast enough. But investors should not mistake a potential change in Fed policy for a change in the investment outlook. If rates move higher while economic growth, employment, and profits remain strong, many of the forces supporting portf
House View Daily | Look beyond tech as AI strength persists (opens the original)
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Broadcom’s stronger AI-chip outlook has reinforced confidence that demand for AI infrastructure remains robust. But elevated government bond yields, geopolitical risks, and the potential for excessive reliance on a narrow group of technology stocks reinforce the importance of diversification. Against this backdrop, we advise investors to position for further market gains by broadening equity exposure, considering capital preservation strategies, and investing in the power, resources, and infrast
House View Daily | Higher yields put currency fundamentals to the test (opens the original)
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Rising oil prices and shifting central bank expectations have pushed global yields higher, but currency markets are responding selectively. We favor carry opportunities backed by sounder fundamentals, and believe investors should focus on building robust, diversified, and risk-managed portfolios.
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