
Macro Monthly Podcast with UBS Asset Management
UBS On-Air: Market Moves
00:00
Analysis of Policy Shifts, Trump Win, French Elections, and European Economic Situation
Exploring the effects of policy shifts like tax cuts and deregulation on market performance post-Trump win, discussing surprises in the recent French elections and its impacts on the Euro area, while also highlighting positive economic indicators in Europe such as inflation, ECB policies, and global manufacturing.
Play episode from 08:05
Transcript


