CIO Global Livestream: Balancing act - Our outlook and top ideas for 2H
UBS On-Air: Market Moves - En podcast av Client Strategy Office
Despite banking turmoil and the risk of a US debt default, the first half of the year has been characterized by resilience. In the second half of 2023, markets are pricing a benign path forward. Yet the calm market environment belies still-high uncertainty about the economic outlook, inflation, earnings, and equity markets. The calm before the storm? Or the end of the worst recession that never was?
