

Episode 30: Q1'25 CEO Macro Briefing - A ‘Roaring’ Economy Amid Uncertainty
Feb 27, 2025
In this engaging discussion, Paul Hsiao, a UBS Asset Allocation Strategist with a wealth of expertise in macroeconomic analysis, shares key insights about the economy as 2025 unfolds. He highlights the strength of the labor market and consumer-driven growth while addressing concerns over deficits and geopolitical risks. The conversation delves into the expected surge in mergers and acquisitions in 2025 and examines the complexities of AI's role in boosting productivity for businesses. It's a nuanced look at navigating the shifting economic landscape.
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