UBS On-Air: Market Moves CIO First Take: May CPI data & FOMC meeting
Jun 12, 2024
UBS On-Air: Market Moves discusses May CPI data and FOMC meeting, analyzing market response. Experts predict Fed rate cut in September based on favorable data. Exploration of preferred sectors, small caps, and fixed income markets for investment positioning guidance.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 5min
Analysis of Fed rate cut predictions based on favorable data
05:20 • 1min
Analysis of Market Response to CPI Data and FOMC Meeting
06:44 • 5min
Analysis of Preferred Sectors, Small Caps, and Fixed Income Markets
11:33 • 2min
Reflections on the Day's Session and Portfolio Positioning Guidance
13:38 • 2min