The 250 years of U.S. innovation publication series highlights examples of how transformational innovation has been an engine of U.S. economic growth since the nation?s founding. Today, we explore the history of the assembly line in the U.S. by referencing the next publication of the series: Made in USA - The assembly line. Featured are Kurt Reiman, Head of Fixed Income Americas, and Sunny Mehra, U.S. Consumer Sector Strategist, UBS Chief Investment Office. Host: Daniel Cassidy

The US dollar has remained weaker, but has not declined significantly further. The dollar is not likely to lose reserve status overnight. However, the decline of the US internationally and international investors? questions over key issues like rule of law mean it is losing market share. Moreover, as trade stagnates (and may retreat), reserve status becomes less important. International investors are not likely to flounce out of dollar assets in a dramatic exit, but may be less interested in accumulating additional dollar holdings.

With Davos in the rear-view, the next FOMC meeting just days away, and Q4 earnings underway, Jason drops by to discuss what?s on investors? minds and what markets are pricing in. Plus, a look at the latest investment outlook and allocation recommendations from CIO, per the February UBS House View. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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 25 January 2026.

The UBS Women and health reports examines the gender health gap - what it is, and how it affects women?s lives and financial wellbeing. We discuss these topics and highlight the rapid growth over the last few years in awareness around women?s health and in the startup scene of companies try¬ing to provide solutions. Featured is Marianna Mamou, Head of Advice Beyond Investing, UBS Chief Investment Office. Host: Daniel Cassidy

Shane returns to share some reflections on President Trump?s policy remarks at the World Economic Forum in Davos, Switzerland, this week. This includes a look at where the Trump administration?s pursuit of Greenland stands, and what next-steps could look like in terms of negotiations with Denmark and the broader European Union. Plus, a look at where efforts stand on Capitol Hill to avoid a partial shutdown of the U.S. government. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

The World Economic Forum in Davos, Switzerland has returned, and Burkhard shares some boots-on-the-ground perspective on a range of developments spanning Greenland to the idea of a virtual ?28th state? in the European Union. Plus, thoughts on the upcoming snap-election in Japan, and the Bank of Japan?s potential path forward on rates.

Our conversation spotlights an important retirement savings change taking effect in 2026 as part of the SECURE 2.0 Act. For certain high wage earners, catch-up contributions will be required to be made on a Roth basis, which means they?ll be taxed at the time of contribution rather than at withdrawal. Tune in to learn about what?s changing, why this matters, and what to do about it. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Head UBS Wealth Way Strategy & Solutions. Host: Daniel Cassidy

Policy and geopolitics continue to dominate the headlines early in 2026, with the latest development being President Trump?s efforts to gain control of Greenland. Other policy-related stories that also matter for the markets just as much, include questions about Fed leadership, expected policy announcements from President Trump at the World Economic Forum in Davos, and a snap election in Japan. Jason Draho, Head of Asset Allocation Americas, covers these developments and implications to CIO?s investment outlook. Host: Daniel Cassidy

Investors and the US administration are likely to keep focus on the US Treasury bond market, which weakened modestly in the wake of US President Trump?s latest tariff threats. The implications of additional tariffs are more US inflation pressures and a further erosion of the USD?s status as a reserve currency. So far, bond investors do not seem to be taking the threats too seriously. Trump also threatened to tax US drinkers of champagne and Bordeaux, if French President Macron refuses to join the Board of Peace for Gaza. Markets seem inclined to dismiss this too.