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Ahead of the curve with Ulrike Hoffmann-Burchardi

UBS On-Air: Market Moves

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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.

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