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UBS On-Air: Market Moves
CIO House View Monthly Livestream (May)
May 8, 2024
Explore the impact of geopolitical tensions on financial markets and strategies for risk mitigation. Dive into potential Fed rate adjustments and the influence of inflation and labor market indicators. Discover the advantages of investing in private markets and commodities, including insights on gold and oil performance and future trends.
40:59
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Quick takeaways
- Possible Fed rate cuts due to sticky inflation despite recent moderation.
- Market expectations shifting to one or two rate cuts this year.
Deep dives
Fed Maintains Stable Rates Amid Economic Growth
The Federal Reserve maintained a 5.5% rate for the Fed funds rate, expecting a possible cut due to sticky inflation. Despite a previous progress in moderating inflation, recent data shows stagnation with high core services inflation. The economy has grown above trend with strong consumer spending, indicating a need for moderation to tackle rising inflation.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode