# Top of the Morning: Fixed Income - Resilience, recalibration, and remedies

Page: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-fixed-income-resilience-recalibration-and-remedies
Text version: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-fixed-income-resilience-recalibration-and-remedies.md
Podcast: [UBS On-Air: Market Moves](https://stenobird.com/podcast/ubs-on-air-market-moves-2992243)
Published: 2026-07-24T18:40:36+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/260724-TOTM_FIS_5.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/260724-TOTM_FIS_5.mp3
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Duration seconds: 1020

## Resource

Leslie joins to spotlight recent market conditions and how they have impacted the repricing and recalibration of fixed income assets. We also reflect on the hawkish commentary delivered from Fed Chairman Kevin Warsh during his first press conference, and what will the Fed be focused on through year-end. Plus, a second-half fixed income market outlook, and a review of positioning recommendations. Featured is Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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## Transcript

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