UBS On-Air: Market Moves
How should I be positioned? with Jason Thomas (Carlyle) and Jason Draho (UBS CIO)
Jul 25, 2024
Jason Thomas and Jason Draho discuss the US macroeconomic environment, growth outlook, inflation, and Fed rate cuts. They analyze portfolio positioning preferences and explore topics like potential Fed rate cuts, slowing consumption growth, inflation data, and the impact of inflation and interest rates on consumer segments and market performance.
35:18
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Quick takeaways
- Possible Fed rate cut in September due to economic indicators.
- Moderation expected in growth, inflation, and interest rates by UBS CIO.
Deep dives
Trajectory of the U.S. Economy in the Second Half of the Year
There are signs pointing towards a possible rate cut in September due to slowing consumption, moderate rise in the unemployment rate, and favorable inflation data, which may position the economy for a rate cut to address these factors.
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