UBS On-Air: Market Moves Ahead of the curve with Ulrike Hoffmann-Burchardi
Aug 4, 2025
Discover insights on the U.S. economy's intriguing slowdown, even with booming investments in AI. Unpack recent job reports and how political shifts impact Federal Reserve decisions. Explore potential market movements and uncover unique investment opportunities amid trade uncertainties. Stay ahead of the curve with the latest economic trends!
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U.S. Economy Split: Weakness and AI Strength
- The broader U.S. economy is weakening but is supported by capital expenditure in AI and power infrastructure.
- This reveals a split between the slowing economy and innovation-driven sectors powered by AI investments.
Revised Payrolls Signal Slowdown
- Recent U.S. job growth revisions have shown prior strong numbers were illusory, indicating economic slowdown.
- The dismissal of the Bureau of Labor Statistics head may erode trust in data and U.S. institutional independence.
Earnings and Trade Outlook
- The coming week is expected to show continued positive earnings surprises and light macro releases.
- Trade uncertainty persists due to new tariffs and pending deals with key countries like Mexico and China.