What podcasts say about Ulrika van Bochadi

Every statement, with the speaker, the exact quote and the moment it was said.

What Ulrika van Bochadi has said on podcasts

7 statements · 1 positive · 4 negative · 2 neutral

on 1999 analogue and October 2026 marketsNeutralOct 5, 2026· UBS On-Air: Market Moves
Current market structural drivers closely resemble those of 1999.
“The structural drivers feel nearly identical.”
Listen at 0:46
Open the episode · Signal over Noise: The 1999 analogue through the fixed income lens
on U.S. Treasury duration and term premiumNegativeOct 5, 2026· UBS On-Air: Market Moves
Abundant duration and sovereign issuance are increasing demanded term premiums.
“Today, duration is abundant and investors demand a term premium to absorb the issuance.”
Listen at 2:49
Open the episode · Signal over Noise: The 1999 analogue through the fixed income lens
on U.S. Treasury yield curveNegativeOct 5, 2026· UBS On-Air: Market Moves
A renewed technology boom could cause the yield curve to steepen further.
“If the tech boom triggers another lack of animal spirits, the curve risks steepening further.”
Listen at 2:56
Open the episode · Signal over Noise: The 1999 analogue through the fixed income lens
on Federal Reserve rate policyNegativeOct 5, 2026· UBS On-Air: Market Moves
The next Fed meeting will not begin a sustained rate-hiking cycle.
“We do not see the next meeting as the start of a sustained hiking cycle.”
Listen at 3:58
Open the episode · Signal over Noise: The 1999 analogue through the fixed income lens
on Federal Reserve pause and long-term Treasury yieldsNegativeOct 5, 2026· UBS On-Air: Market Moves
A Federal Reserve pause may fail to reduce long-term Treasury yields.
“But a Fed pause may not bring down long yields if term premia remain elevated.”
Listen at 4:30
Open the episode · Signal over Noise: The 1999 analogue through the fixed income lens
on U.S. Treasury yield curveNeutralOct 5, 2026· UBS On-Air: Market Moves
Resolving the yield curve problem without fiscal tightening requires productivity growth and low real borrowing costs.
“Fixing the curve's long-term problem without fiscal tightening requires two things, productivity-led growth and periods of low real borrowing costs.”
Listen at 4:36
Open the episode · Signal over Noise: The 1999 analogue through the fixed income lens
on AI-driven productivity gainers and shorter-duration bondsPositiveOct 5, 2026· UBS On-Air: Market Moves
Investors should favor AI productivity beneficiaries and shorter-duration high-quality bonds.
“We recommend positioning for this by staying invested in AI-driven productivity gainers, diversifying across equities and high-quality fixed income with a preference for shorter over longer duration bonds”
Listen at 4:46
Open the episode · Signal over Noise: The 1999 analogue through the fixed income lens

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.