UBS On-Air: Market Moves Ahead of the curve with Ulrike Hoffmann-Burchardi
Jul 20, 2025
Discover how artificial intelligence is shaping upcoming tech earnings and influencing market trends. Explore the impacts of shifting US trade policies and concerns about Federal Reserve independence. Gain insights into the key market drivers that will affect asset prices in the week ahead. It's a compelling conversation that highlights opportunities beyond the usual expectations.
AI Snips
Chapters
Transcript
Episode notes
AI's Big Market Impact
- AI has driven more than two-thirds of the S&P 500's gains since ChatGPT launched.
- This highlights AI's transformative impact on equity markets recently.
Fed Chair Independence Importance
- Dismissing Fed Chair Powell is unlikely due to risks to Fed independence and US financial credibility.
- Such a move would undermine investor confidence in US assets and treasury purchases.
Trade Policy Volatility Advice
- Buy equities on tariff-related dips despite ongoing US trade policy noise.
- Expect more volatility as prolonged negotiations may delay trade deals further.