UBS On-Air: Market Moves cover image

Macro Monthly Podcast with UBS Asset Management

UBS On-Air: Market Moves

00:00

Economic Moderation and Expectations of a Year-End Rally

This chapter discusses the current state of the economy, including signs of cooling and lowering guidance from corporations. It also mentions the impact of housing market activity and student loan repayments on growth, and expects a moderation that will stabilize yields and lead to a year-end rally.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app