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6min chapter
How should I be positioned? with Matt McLennan (First Eagle) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves
Analysis of Nominal Activities, Rate Hikes, and Fiscal Impact
This chapter delves into the repercussions of elevated nominal activities, including real GDP and inflation surpassing 6%, concerns about a looming recession due to aggressive rate increases, the intricacies of monetary policy evaluation, and the influence of interest rates on the fiscal aspect of the economy.
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Listen to the best highlights from the podcasts you love and dive into the full episode