UBS On-Air: House View

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House View | Jumpstart

Monday, September 14, 2026 • Duration 00:00

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 the Fed signal more hikes to come? 2. Will other central banks follow the ECB’s hawkish lead? 3. Can robust AI demand reinforce broader economic resilience?

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House View Daily | Equities should withstand higher yields

Friday, September 11, 2026 • Duration 00:00

Rising oil prices and Treasury yields are testing investor confidence, but equities have remained resilient. We believe solid economic growth, robust earnings, and strong AI investment should help stocks withstand higher rates. We remain constructive on equities and recommend broad exposure across sectors and geographies.

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House View Daily | Brent tops 100: A milestone, not a turning point

Wednesday, September 9, 2026 • Duration 00:00

Brent crude rose above USD 100/bbl on Wednesday as geopolitical tensions and tightening physical supplies support prices. But we believe strong earnings growth, sustained AI investment, and diversified portfolio exposure can help global markets withstand higher energy costs.

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House View Daily | Look beyond rates to gold’s long-term support

Tuesday, September 8, 2026 • Duration 00:00

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.

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House View | Jumpstart

Monday, September 7, 2026 • Duration 00:00

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?

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House View Daily | What a more hawkish Fed means for investors

Friday, September 4, 2026 • Duration 11:30

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 portfolios should remain intact. We maintain a constructive view on global equity markets.

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House View Daily | Look beyond tech as AI strength persists

Thursday, September 3, 2026 • Duration 00:00

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 infrastructure required to support the AI buildout.

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House View Daily | Higher yields put currency fundamentals to the test

Wednesday, September 2, 2026 • Duration 00:00

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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House View Daily | Bond opportunities remain despite volatility

Tuesday, September 1, 2026 • Duration 00:00

Renewed conflict in the Middle East and elevated oil prices have intensified pressure on global bond markets. We expect volatility to persist, but see scope for short-dated yields to decline as inflation moderates and the Fed remains on hold.

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House View | Jumpstart

Monday, August 31, 2026 • Duration 00:00

Welcome to CIO Jumpstart, your guide to the main market events coming up in the week ahead

UBS On-Air: House View – Details, episodes & analysis

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Related Shows Based on Content Similarities

Apple Podcasts

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UBS On-Air: House View – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify