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How should I be positioned? with Joe Davis (Vanguard) and Jason Draho (UBS CIO)

UBS On-Air: Market Moves

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Navigating Bond Markets and Economic Dynamics

This chapter explores the complex interplay between bond market returns, Federal Reserve actions, and long-term interest rates, highlighting the correlation between treasury yields and expected Fed rates. It also discusses the implications of structural deficits on neutral rates and economic conditions, alongside the influence of artificial intelligence on growth. Additionally, strategies for risk management and investment diversification are examined, reflecting on the evolving financial landscape.

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