Evan Brown

Evan Brown, Portfolio Manager and Head of Multi-Asset Strategy at UBS Asset Management, shares insights on the macroeconomic landscape. He discusses the paradox of strong U.S. GDP growth amid a weakening labor market, highlighting consumer resilience and AI investments. Evan tackles tariff-induced inflation, predicting it may stabilize around 4%. He also explores Asia's growth potential, especially through innovation in China and reforms in Korea. Finally, he warns about key risks to the U.S. economy, including potential recession and inflation resurgence.

Join Evan Brown, Head of Multi-Asset Strategy at UBS Asset Management, as he analyzes the macroeconomic landscape. He shares insights on gauging the U.S. economy amid government shutdowns using private data sources. Brown unpacks the implications of the Fed's recent 'hawkish cut' while highlighting how strong private balance sheets bolster resilience. Additionally, he discusses potential AI-driven market risks and the promising momentum in Asian equities, especially in Japan and Korea.

Evan Brown, a portfolio manager at UBS, believes the Fed is likely to continue cutting rates, while Kelsey Berro from JPMorgan argues there's justification for a more aggressive 100 to 150 basis point cut due to decreasing inflation. Jay Bryson, chief economist at Wells Fargo, highlights a 30% to 35% risk of recession within the next year, especially in light of rising jobless claims. They dive into the implications of fiscal stimulus in China, the labor market's current state, and varying investment strategies for an uncertain economic future.