UBS On-Air: Market Moves Ahead of the curve with Ulrike Hoffmann-Burchardi
Aug 11, 2025
Join Ulrike Hoffmann-Burchardi as she dives into key market movers and what to watch for in the coming week. The discussion highlights the impact of U.S. tariffs on corporate investments, particularly in the semiconductor sector. She also unpacks critical macroeconomic data releases, such as CPI and Retail Sales, that could shape investor strategies. Plus, get insights on the tail end of the Q2 corporate earnings season and what it means for markets. Stay informed and ahead of the curve!
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Tariff Playbook Spurs U.S. CapEx Boom
- Ulrike Hoffmann-Burchardi says the U.S. tariff playbook targets domestic investment, not just trade.
- Hoffmann-Burchardi says this will trigger a CapEx surge that supports GDP growth over coming quarters.
High-Profile Investment Pledges And Exemptions
- Ulrike Hoffmann-Burchardi points to Apple, TSMC and Samsung as tariff-exempt investors.
- Hoffmann-Burchardi highlights Apple's $600 billion pledge including a new $100 billion add.
Fed To Tilt Structurally Dovish
- Ulrike Hoffmann-Burchardi's takeaway is the Fed will gain more members with a dovish structural tilt.
- Hoffmann-Burchardi infers this may reduce policy pressure on markets over time.