Macro Monthly Podcast with UBS Asset Management
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Join Evan Brown, Head of Multi-Asset Strategy and Portfolio Manager, for an assessment of the current macro and market environment as we have entered 2026. Hosted by Fatou Konteh, Multi-Asset Specialist. Recorded on 26.01.07
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4 itemsMacro Monthly Podcast with UBS Asset Management
The desk takes a cautious view as global markets grapple with the economic fallout from rising tensions in the Middle East, particularly the recent Iran War, which has led to supply shocks favoring inflation while constraining growth prospects. Per the full note [source], UBS Asset Management’s Evan Brown highlighted that Asia and Europe will feel the brunt of these developments, given their reliance on Middle Eastern oil imports, while the U.S. benefits from improved energy independence. Key economic indicators from before this shock, including recent U.S. tax rebates and signs of accelerating global manufacturing, offer mixed signals about resilience, suggesting that traders should remain vigilant. With no significant calendar catalysts on the horizon, the focus will remain on interpreting evolving geopolitical dynamics and their impact on forthcoming economic data.