CIO Global Livestream: From tariffs to AI: how to navigate market volatility
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Host, Kiran Ganesh, and colleagues present updated tariff scenarios, explore the implications of recent advancements in AI for investors, and share strategies to manage heightened market volatility.
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Lead — The desk believes the current U.S. tariff announcements are likely to escalate market volatility and have significant ramifications for currency flows, particularly in relation to the USD. Per the full note from UBS, the markets are reacting negatively with S&P 500 futures declining around 1.5% immediately following the announcement. This negative sentiment is compounded by uncertainty surrounding AI investment trends due to developments related to DeepSeek. As traders assess these factors, positioning in key currency pairs may shift, reflecting broader risk aversion and liquidity constraints.
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