2025/6 Global Outlook - Part Two: The Key Market Calls
Update: 2025-01-10
Description
In this second of two podcasts, we lay out the key market calls from our recently published Outlook. See part one for the main economic calls.
(01:00 ) Equity market outlook
(02:55 ) Fed action
(5:32 ) How does the US equity market rank vs other markets?
(08:00 ) Could there be periods where Europe outperforms the US?
(08:16 ) Bond market outlook (08:16 )
(08:16 ) Currency market outlook
(12:56 ) What would surprise you next year?
*(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
(01:00 ) Equity market outlook
(02:55 ) Fed action
(5:32 ) How does the US equity market rank vs other markets?
(08:00 ) Could there be periods where Europe outperforms the US?
(08:16 ) Bond market outlook (08:16 )
(08:16 ) Currency market outlook
(12:56 ) What would surprise you next year?
*(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
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