
House Call: Talking Equity Markets with UBS Asset Management
UBS On-Air: Market Moves
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Introduction
Jeremy and Dom analyze the factors influencing the equity markets in 2024, including changes in investment phrases, the Fed's rate-cutting expectations, inflation data, and the rotation of investments into healthcare and staples. They also discuss the performance of the Magnificent 7 companies and the significance of inflation in the market.
Transcript
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