Ulrike Hoffman-Burchardi

Stephen Miran, Federal Reserve Governor, dives into why recent economic data suggests a dovish Fed stance, highlighting nuances in inflation measurement. Gil Luria, Head of Technology Research at DA Davidson, provides insights on NVIDIA's strong demand amid startup risks. Claudia Sahm, Chief Economist at New Century Advisors, cautions against delaying Fed cuts, fearing job losses. Ulrike Hoffman-Burchardi, CIO at UBS Global Wealth Management, forecasts a 2026 market bounce driven by AI and sector rotation, emphasizing the need for strategic investment in healthcare and AI adopters.