UBS On-Air: Market Moves
CIO Global Livestream: Rates, China, AI, US elections: Our 2H outlook
Jun 24, 2024
The podcast features Min Lan Tan, Paul Donovan, and Sundeep Gantori discussing topics like global rate cutting, US election impact on markets, predictions for Asian asset classes, implications of the US election on Asia, and insights on AI investments and valuations.
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Quick takeaways
- Central banks globally cutting rates to stabilize economy, not stimulate it.
- US elections framing around candidate competence may significantly impact markets.
Deep dives
Global Rate Cutting Cycle Impact
Central banks around the world have been cutting rates in response to decreasing inflation levels. The aim is to stabilize the economy rather than stimulate it. Switzerland and Sweden have already reduced rates, with the ECB and the Bank of England likely to follow. The Fed in the US might also implement rate cuts later this year to maintain overall stability.
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