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7min chapter
Top of the Morning: CIO Strategy Snapshot - 180 or 360? (Election update)
UBS On-Air: Market Moves
Rotation Trade in Financial Markets
Discussion on the recent shift in winners and losers in the market, attributed to factors like good inflation data, Fed rate cut expectations, and investors moving towards economically sensitive assets. The chapter explores concerns about the sustainability of this rotation trade and potential impacts of market dynamics and Fed rate cut expectations.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode