Top of the Morning: UBS CEO Macro Briefing Book - Quarterly update
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We spotlight the latest edition of the quarterly UBS CEO Macro Briefing book as we explore how business owners and investors feel about the upcoming US election, the state of the US economy, the course ahead for Fed monetary policy, and more. Featured is Paul Hsiao, Asset Allocat
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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.
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