UBS On-Air: Market Moves
CIO Global Livestream - New Year’s Portfolio Resolutions
Dec 14, 2023
UBS Chief Investment Office members, including Mark Haefele and Leslie Falconio, discuss their New Year's portfolio resolutions for 2024. Topics covered include the Fed's predictions for slowing growth, concerns over US debt and Treasury market impact, the Federal Reserve's dual mandate and inflation trends, outlook for emerging market stocks and debt in 2024, and monitoring American consumer spending and New Year's resolutions.
27:41
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Quick takeaways
- The Fed's outlook suggests that growth and inflation will slow in 2024, leading to eventual policy easing.
- In Europe, high-quality investment-grade bonds and Eurozone equities are attractive investment options with potential for favorable returns.
Deep dives
Key Points on Fed's Outlook
The Fed's outlook indicates that both growth and inflation will slow into 2024, leading to eventual policy easing. Factors such as falling CPI, slowing job growth, and a potential decrease in consumer savings contribute to this expectation. The market, however, is pricing in a rate cut by the Fed, but the Fed is likely to maintain a hold, with the expectation of a higher for longer approach.
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