Ahead of the curve with Ulrike Hoffmann-Burchardi

Ulrike Hoffmann-Burchardi, CIO for the Americas and Head of Global Equities for UBS Wealth Management, discusses market signals from the previous week and provides an outlook for the upcoming week. Key highlights include analysis of NVIDIA's AI market predictions, revised Q2 GDP estimates showing U.S. economic resilience, and the limited market impact of a court decision on tariffs. The podcast also covers September's historical market volatility, predictions for upcoming non-farm payroll data and Broadcom's earnings, and a discussion on the role of valuations in market corrections, ultimately advising listeners to potentially use September volatility as an opportunity to add to U.S. equities in specific sectors.