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5min chapter
How should I be positioned? with Ken Caplan (Blackstone) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves
Intro
This chapter explores the current dynamics of the U.S. economy, focusing on the effects of recent Federal Reserve policy changes. It highlights contrasting trends in resilience within private equity and digital infrastructure against challenges in consumer spending and employment.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode