In this second of two podcasts, we lay out the key market calls from our recently published Outlook. See part one for the main economic calls.
(01:00) Equity market outlook
(02:55) Fed action
(5:32) How does the US equity market rank vs other markets?
(08:00) Could there be periods where Europe outperforms the US?
(08:16) Bond market outlook (08:16)
(08:16) Currency market outlook
(12:56) What would surprise you next year?
*(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).