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UBS On-Air: Market Moves
Top of the Morning: 2024 Second-half market outlook
Jun 20, 2024
Explore market insights with Jason Draho, Leslie Falconio, and Nadia Lovell as they discuss 2024 market outlook, equity positioning, fixed income analysis, and alternative investments. Get ready for the second half of the year with recommendations and expectations from industry experts.
27:21
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Podcast summary created with Snipd AI
Quick takeaways
- The first half of 2024 saw higher than expected growth with inflation aligning, but Fed rate cut predictions shifted.
- CIO anticipates moderated growth, reduced inflation, and global central banks pursuing rate cuts, supporting risk assets and fixed income diversification.
Deep dives
Market Reflections on First Half of 2024
The market conditions in the first half of 2024 saw growth trending higher than expected with a stronger economy noted by Jason. Inflation witnessed fluctuations but is currently aligning with expectations. Fed rate cut predictions shifted leading to lesser expected cuts. The overall market trajectory remains on course, with growth and inflation moderating.
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