Macro Monthly Podcast with UBS Asset Management

Explore the recent financial market fluctuations and discover effective investment strategies. Delve into the resilience of the U.S. economy amid recession risks, highlighting cautious optimism and Federal Reserve implications. Analyze labor market trends and consumer behavior influenced by rising jobless claims and interest rates. Finally, uncover the dynamics behind the rally of small cap stocks and discuss future market leadership and portfolio positioning strategies in an evolving economic landscape.