UBS On-Air: Market Moves
Top of the Morning: The week in review and preview
Apr 26, 2024
Senior Fixed Income Strategists Frank Sileo and Barry McAlinden from UBS Chief Investment Office discuss Q1 GDP print, inflation trends, earnings impact on market, performance of fixed income sectors amid rising treasury yields, preferred stocks performance, and upcoming market events like earnings reports and Fed meeting.
14:02
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Quick takeaways
- Economic outlook shows signs of stagflation with slower growth rates yet robust consumer spending.
- Earnings have met expectations, with strong fundamentals supporting varying asset classes and future estimates aligning with historical averages.
Deep dives
Market Performance Recap and Forecasts
The latest data shows a mixed economic outlook with slower growth rates and persistent inflation. The recent GDP report indicates a slowing economy, raising concerns of stagflation. However, consumer spending remains robust, suggesting a bumpy but not collapsing economy. Inflation data reveals a consistent upward trend, impacting market narratives and treasury rates.
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