Evan Brown

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.

This podcast discusses AI regulation efforts in Utah and the EU, Microsoft's AI advancements, Nvidia's powerful AI chips, and Apple's potential partnership with Google for AI features. It also touches on generative AI, ethical concerns, and the future of AI and robotics.

Top UBS Asset Management professionals discuss the current state of the economy, including a soft landing concept, resilience of growth, decreasing inflation, positive real incomes, and expected rate cuts by the Fed. They also analyze global economic conditions, stable PMIs in Europe, demand for tech goods, and the potential for global growth beyond the US.