How should I be positioned? with Joe Davis (Vanguard) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves
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Intro
This chapter examines the present conditions and future expectations of the U.S. economy, focusing on key macroeconomic indicators such as growth trends and labor market dynamics. The discussion highlights a deceleration in economic progress while reassuring that recession is not an immediate concern, and it also considers the role of tariffs and consumer behavior in shaping economic forecasts.
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