David Lefkowitz

Deirdre Bosa, a CNBC correspondent specializing in technology and transportation, joins David Lefkowitz, Head of U.S. Equities at UBS, to discuss critical market dynamics. They dive into the effects of Tesla’s stock performance and the competitive landscape between Lyft and Uber. The conversation also addresses U.S.-China trade negotiations and the potential impact of tariffs on global trade. Bosa and Lefkowitz analyze consumer sentiment while exploring recovery insights in U.S. equities amidst economic uncertainties.

Join Jason Draho, Head of Asset Allocation, David Lefkowitz, Head of Equities, and Leslie Falconio, Head of Taxable Fixed Income Strategy, as they unpack the recent market selloff and its implications. They explore the challenges of the Federal Reserve amid rising unemployment and discuss how to strategically navigate current volatility. The focus turns to potential opportunities in technology, energy, and industrial stocks, while also addressing the influence of the yen carry trade on asset classes. Stay informed and ready with their expert insights!

Leslie Falconio and David Lefkowitz discuss the volatility in interest rates and market trends. They analyze the drop in treasury yields, investment opportunities in various sectors, impact of AI on the market, uncertainties leading up to the election, recent OPEC decision on oil prices, and strategies for bond duration in the current interest rate environment.

Join UBS CIO members as they discuss the April CPI data impact on markets, with insights on core CPI figures, market expectations, and GDP tracking. They explore inflationary prices, Fed's rate outlook, interest rate expectations, and market sentiments, including lower rate predictions' positive equity trends.

Global CIO for Equities at Columbia Threadneedle and Head of Equities Americas at UBS discuss US equities valuations, performance outlook, sector opportunities, and strategic positioning. Emphasis on high valuations of S&P 500, challenges like volatility, healthcare, energy sectors, and opportunities in emerging markets. Importance of long-term equity investment strategies.