Top of the Morning: CEO Macro Briefing Book - Q2 update
From the original
Paul Hsiao, Senior Asset Allocation Strategist Americas from the UBS Chief Investment Office, drops by to share highlights from the latest CEO Macro Briefing Book - Paul covers how the landscape for dealmaking and economic environment have evolved in recent months, touches on how
Related speeches
4 itemsTop of the Morning: CEO Macro Briefing Book Q3 update
The desk believes the US economy is transitioning toward a Goldilocks scenario characterized by moderate inflation and stable growth, as noted in the latest analysis from Paul Hsiao at UBS. Consumer spending has remained resilient, even as uncertainty stemming from geopolitical tensions persists. A focus on key inputs like energy and computer accessories underscores inflationary pressures still running above the Fed's 2% target. Per the full note, the expectation is for growth to outpace rising prices, which is generally favorable for risk assets and can impact currency pairs, especially USD-related ones.
Top of the Morning: CEO Macro Briefing Book - Insights for Dealmakers
More from UBS ON AIR
5 items- UBS ON AIR
UBS On-Air: Paul Donovan Daily Audio 'How to survive an affordability crisis'
- UBS ON AIR
Top of the Morning: CEO Macro Briefing Book - Insights on AI
- UBS ON AIR
UBS On-Air: Paul Donovan Daily Audio 'D-day or Light Brigade?'
- UBS ON AIR
UBS On-Air: Paul Donovan Daily Audio 'Canada, Iran, and US affordability'