How should I be positioned? with Joe Davis (Vanguard) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves
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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