UBS On-Air: Market Moves CIO First Take: June CPI data & Market response
Jul 11, 2024
Join Senior Economist Americas, Brian Rose, and Senior US Equity Strategist, Nadia Lovell, as they discuss the June CPI data impact on monetary policy and markets. Topics include Fed's interpretation, expectations for rate cuts, market response, sector positioning recommendations, and insights on portfolio positioning.
Chapters
Transcript
Episode notes
1 2 3 4
Intro
00:00 • 2min
Analysis of Fed's Interpretation of Recent Data and Expectations for Rate Cuts
02:21 • 3min
Analysis of Market Response to CPI Data Release and Sector Positioning Recommendations
05:24 • 5min
Discussion on June CPI data, Monetary Policy, Market Response, and Portfolio Positioning
10:34 • 2min