
Ahead of the curve with Ulrike Hoffmann-Burchardi
UBS On-Air: Market Moves
00:00
Assessing U.S. Equity Valuations and Market Risks
This chapter analyzes the current state of U.S. equity valuations, highlighting a possible bubble phase influenced by innovations in AI and other factors. It concludes with a cautious optimism regarding inflation data and corporate earnings amid market volatility.
Transcript
Play full episode