Signal over noise with Ulrike Hoffmann-Burchardi
UBS On-Air: Market Moves
00:00
Market Signals: Fed, US‑China, and AI Chips
Covers the clear path to Fed rate cuts and market impacts, progress on TikTok/US‑China trade, NVIDIA's $5bn Intel investment and its strategic implications, and why next week's Micron and PCE prints are unlikely to surprise.
Play episode from 00:51
Transcript
