Macro Monthly Podcast with UBS Asset Management

Explore the shifting landscape of the global economy as the discussion delves into volatile data from August. Discover the resilience of the services sector amidst challenges in manufacturing. Hear insights on the labor market's trends, the tug-of-war between a soft landing and recession, and the Federal Reserve's actions. Consider how upcoming U.S. elections could impact financial markets and spark volatility, along with potential repercussions from new fiscal policies and tariffs.