Top of the Morning: CIO Strategy Snapshot - The 5% landing (UBS House View)
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As talk of a “no landing” scenario for the US economy has reemerged, Jason weighs whether the US economy has already landed, though with a 5% nominal growth rate. We also discuss CIO’s recent upgrade of equities to “attractive” and outline additional asset class views per the lat
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Top of the Morning: CIO Strategy Snapshot - Investing in a fast-changing world
The desk perceives that the market's view on geopolitical risks, particularly surrounding the US-Iran conflict, has shifted towards a more stable outlook despite ongoing tensions. Per the full note [source], Jason Draho from UBS notes that markets seem to be moving past peak uncertainty and are experiencing a 'kind of stalemate' in the conflict. This adjustment in sentiment could impact risk assets and currencies sensitive to geopolitical developments. Given the absence of immediate calendar catalysts, traders may want to reflect on this evolving narrative as they position for potential volatility once clarity on the conflict emerges.