Macro Monthly Podcast with UBS Asset Management

In this episode of the UBS Market Moves podcast, Evan Brown and Fatou Konteh from UBS Asset Management discuss the current economic environment, focusing on the mixed signals of strong growth and a softening labor market in the U.S. They address the implications of tariff-driven inflation and the Federal Reserve's likely response, anticipating further rate cuts. The conversation highlights the compelling technological advancements in Asia, particularly China, and corporate reform agendas in Korea and Japan. They also identify key risks, including a potential unraveling of the labor market or a re-acceleration of wages and inflation, while monitoring corporate commentary for insights into underlying growth.