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.

Evan Brown, Portfolio Manager, and Tom Digenan, Head of Americas Investment Solutions Specialists, discuss their macro outlook for the year, including growth, inflation, and potential recession. They highlight the resilience of private sector balance sheets, economic developments in different regions, and risks to the outlook such as labor market cooling and inflation. They also express optimism for the year 2024.

Hear from investment professionals Evan Brown and Enrique Davila in this month's Macro Monthly Podcast. They discuss the recent stock market correction, concerns of tightening financial conditions, rising bond yields, and geopolitical shocks. They also talk about the current state of the economy, signs of cooling and lowering guidance from corporations, and the impact of housing market activity and student loan repayments on growth. They expect a year-end rally after a moderation that stabilizes yields.