Mike Gourd

Mike Gourd, an Asset Allocation Strategist at UBS Chief Investment Office, shares invaluable insights for investors eyeing 2025. He discusses the expected shift towards lower interest rates and how this will influence cash and treasury yields. Gourd introduces the Transformational Innovation Opportunities (TRIO) framework, emphasizing strategic investments in AI and the semiconductor industry. He also highlights the optimistic outlook for technology stocks driven by increased AI spending, urging listeners to diversify their portfolios.

Asset Allocation Strategist Mike Gourd from UBS reviews Q2 earnings report with positive sales and forward guidance. Economic data recap includes strong consumer spending, inflation trends, and insights for the week ahead. Fed's Beige Book findings on labor market and consumer behavior discussed.

Mike Gourd, Asset Allocation Strategist Americas at UBS Chief Investment Office, discusses the March CPI print exceeding expectations and its impact on market movements. The analysis of Fed speakers' comments on inflation and rate cut forecasts highlights the Fed's stance on requiring more progress on stable prices before considering rate cuts.