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UBS On-Air: Market Moves
Macro Monthly Podcast with UBS Asset Management
Oct 17, 2023
Evan Brown, Portfolio Manager, and Tom Digenan, Head of Multi-Asset Investment Specialists, discuss recent rise in yields, cooling off of growth, and potential economic and market impacts of war in the Middle East.
06:34
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Quick takeaways
- Expectation of economic growth cooling off in Q3 will lower bond volatility.
- The ongoing conflict in the Middle East is not a significant risk to broader economic and market views.
Deep dives
Economic Growth Cooling Off
The podcast discusses the expectation of economic growth cooling off after a period of rapid growth in Q3. This cooling off is seen as a positive development, as it will lower bond volatility. Factors contributing to the cooling off include the tightening of financial conditions, the rise in mortgage rates impacting housing, student loan repayments, and the auto worker strike. The Federal Reserve also signals a reluctance to further increase rates.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode