UBS On-Air: Market Moves cover image

How should I be positioned? with Matt McLennan (First Eagle) and Jason Draho (UBS CIO)

UBS On-Air: Market Moves

CHAPTER

Comparing Economic Indicators: Past and Present

Exploration of parallels between historical events like the breakdown of the Bretton Woods agreement and current geopolitical issues such as Russia's sanctions. Analysis of market actions, gold prices, central bank behavior, and potential shifts in the global financial structure. Examination of capital allocation in equities and bonds, emphasizing the impact of fiscal policies and the valuation disparities between U.S. and international equities.

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