UBS On-Air: Market Moves
Talking Markets: Equities edition with Dan Suzuki of Richard Bernstein Advisors
Nov 20, 2023
Dan Suzuki, Deputy Chief Investment Officer at Richard Bernstein Advisors, discusses the near-to-medium term outlook for the US economy and equity markets. Topics include the challenges of economic forecasting, the disconnect between corporate profits and the economy, sector preferences, and attractive regions outside of the US.
28:25
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Quick takeaways
- Identifying inflections in the economic cycle is more crucial than predicting the exact timing of a recession.
- A sustained re-acceleration in inflation could potentially lead to a hard landing or recession.
Deep dives
US Economy: Soft Landing vs. Hard Landing
The podcast discusses the ongoing debate of whether the US economy will experience a soft landing or a hard landing. The speaker explains that a hard landing refers to a recession, while a soft landing means avoiding a recession. However, the timing of a recession is difficult to predict, as economic forecasting often struggles to accurately determine when a recession will occur. The speaker emphasizes the importance of identifying inflections in the economic cycle, rather than trying to pinpoint the exact timing of a recession.
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